EquiTrust is an insurance carrier only available for Swivel Sync Beta.
Setting Up EquiTrust 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 EquiTrust carrier.
Once you find the carrier, click the action menu > select Edit > go to Swivel Sync Association > select EquiTrust Sync > click Save.
Next, go to Settings > Swivel Sync > Sources > click +New Swivel Sync Source > go to Type > select Nationwide Life Insurance Company > go to Name and input a name for your login source.
From the Swivel Sync Dashboard > go to the Nationwide section > click the Link button to begin syncing updates.
Data Supported by Swivel Sync
Data Types
Values
Values
Accumulation Value
Cash Surrender Value
Death Benefit
Premium Received
Total Vested LTC Benefit
Withdrawals Since Inception
Known Products Supported
Product | Product Type |
MarketPower Bonus Index | Fixed Index Annuity |
MarketTen Bonus Index | Fixed Index Annuity |
MarketTwelve Bonus Index | Fixed Index Annuity |
MarketBooster Index | Fixed Index Annuity |
MarketValue Index | Fixed Index Annuity |
WealthMax Bonus Life | Single Premium Indexed Universal Life |
Bridge | Fixed Index Annuity |