GILICO
📌 Note: The mappings shown are provided only as an example of how users can configure their Swivel Summary. Users should consult and defer to their own compliance team for review and approval before implementing.
The following value mapping example is based on the following:
a default product line and pre-configured product line summary totals
a Swivel Sync-supported carrier/institution
a Swivel Sync-supported product offering and supported values
WCA 10 Year with Bonus
Snapshot Overview Totals Mapping
Current Balance | Annuity Value |
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Premium |
Total Withdrawals | N/A* |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawal | N/A* |
Total Surrender Value | Surrender Value |
Total Account Value | Annuity Value |
Total Benefit & Income Riders | Guaranteed Withdrawal Benefit |
Total Death Benefit | N/A* |
N/A* means there is no corresponding value supported by Swivel Sync and/or is not available on the carrier website. 🔗 See also GILICO to view full list of Swivel Sync-supported values.
🔍 Quick Tip: You can create a custom value to manually track or store additional value information. Once configured, custom values are also available mapping options on Swivel Summary. 🔗 See also Manage Values.