EquiTrust Products
📌 Note: The mappings shown are provided only as an example of how users may configure their Swivel Summary using the default Product Line summary totals that come pre-configured with Swivel. Users should consult and defer to their own compliance team for review and approval before implementing.
MarketPower Bonus Index
Current Balance Mapping
Current Balance | Accumulation Value |
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Premium Received |
Total Withdrawals | Withdrawals Since Inception |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawal | Value not available with Swivel Sync* |
Total Surrender Value | Cash Surrender Value |
Total Account Value | Accumulation Value |
Total Benefit & Income Riders | Accumulation Value |
Total Death Benefit | Accumulation Value |
*For values not available on carrier website or not yet supported by Swivel Sync, users can create a custom value and manually track or store additional value information. See also Manage Values.
WealthMax Bonus Life
Current Balance Mapping
Current Balance | Accumulation Value |
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Premium Received |
Total Withdrawals | Withdrawals Since Inception |
Total Net Premium | Mapping not available |
Total Surrender Value | Cash Surrender Value |
Total Cash Value | Accumulation Value |
Total Death Benefit | Death Benefit |
*For values not available on carrier website or not yet supported by Swivel Sync, users can create a custom value and manually track or store additional value information. See also Manage Values.