Swivel

Boni Newberry

Jessica

Celeste Olson

Swivel Summary

Snapshot for Swivel Summary

Product Line Totals for Swivel Summary

Learn how to map product values and roll up Contributions & Withdrawals transactions to Swivel Summary totals, configure Snapshot Totals, Estate Overview, and Product Line Totals, and review mapping status.

Map Values to Swivel Summary Totals

Learn how to customize your Swivel Summary by adding and arranging custom fields to highlight the client details that matter most to your team

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🙋FAQs Swivel Summary

Swivel Summary Overview

A general guideline for mapping annuity product values to Swivel Summary Snapshot Totals and Product Line Totals, applicable for any carrier - including carriers not currently supported by Swivel Sync.

Annuities - General Value Mapping Guideline

Allianz Life

Altruist

American Equity

Americo

Aspida

Athene

Atlantic Coast Life

Charles Schwab

Clear Spring

Columbus Life

Delaware Life

ELCO Mutual

EquiTrust

Fidelity & Guaranty

Fidelity Investments

GILICO

Global Atlantic

Liberty Bankers

Lincoln Financial

Midland National

National Life Group

National Western Life

Nationwide

North American Company

Oceanview

Sagicor

Security Benefit

SILAC

Sentinel Security Life

These mappings are shown as an example using Swivel's default product line totals. Please review with your compliance team before applying.

Swivel Summary Mapping Examples

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