National Life Group
📌 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
Income Driver 5/7/10
Snapshot Overview Totals Mapping
Current Balance | Accumulation Value |
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Total Premium paid To Date |
Total Withdrawals | Net Withdrawals to Date |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawal | Free Withdrawal Amount |
Total Surrender Value | Cash Value |
Total Account Value | Accumulation Value |
Total Benefit & Income Riders | Income Base |
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 National Life Group 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.