Security Benefit is an insurance carrier currently supported by Swivel Sync.
Setting Up Security Benefit for Swivel Sync
Users must have Owner and/or Manager permissions to configure carriers and institutions for Swivel Sync.
Navigate to Business Management > Carriers & Institutions > Find your Security Benefit carrier.
Once you find the carrier, click the action menu > select Edit > go to Swivel Sync Association > select Security Benefit Sync > click Save.
Next, go to Settings > Swivel Sync > Sources > click +New Swivel Sync Source > go to Type > select Security Benefit Life Insurance Company > go to Name and input a name for your login source.
From the Swivel Sync Dashboard > go to the Security Benefit section > click the Link button to begin syncing updates.
Data Supported by Swivel Sync
Data Types
Values
Values
Account Value
Cumulative Premium Amount
Death Benefit Amount
Surrender Value
Total Withdrawal
Known Products Supported
Product | Product Type |
Security Benefit Secure Income Annuity | Fixed Index Annuity |