Aspida
📌 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
Synergy Choice MYGA 3/5
Snapshot Totals Mapping
Current Balance | Current Contract Value |
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Initial Premium |
Total Withdrawals | Total Withdrawals & Fees |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawal | Free Amount Available |
Total Surrender Value | Cash Surrender Value |
Total Account Value | Current Contract Value |
Total Benefit & Income Riders | Current Contract Value |
Total Death Benefit | Death Benefit Value |