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Swivel Summary Nationwide Value Mapping

Jessica Hightower avatar
Written by Jessica Hightower
Updated yesterday

Nationwide Products

πŸ“Œ 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.

Nationwide New Heights Select 10

Current Balance Mapping

Current Balance

Total Contract Value

Product Line Totals Mapping

Product Line Total

Map Values to Totals

Total Premium

Premium Paid

Total Withdrawals

Value not available with Swivel Sync*

Total Net Premium

Mapping not available

Total Penalty Free Withdrawal

Value not available with Swivel Sync*

Total Surrender Value

Contract Surrender Value

Total Account Value

Total Contract Value

Total Benefit & Income Riders

Balanced Allocation Value

Total Death Benefit

Balanced Allocation 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.

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