Liberty Bankers

Liberty Bankers

Note

📌 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

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Bankers Elite 3/5/7/9

Snapshot Totals Mapping

Snapshot Total	Map Values to Totals
Total Contributions	Initial Premium
Total Withdrawals	Cumulative Withdrawals Taken
Net Contributions	Mapping not available
Current Balance	Current Account Value

Tip

🔍 Quick Tip: Total Contributions and Total Withdrawals Snapshot Totals map to Rollup Contributions and Rollup Withdrawals by default. 🔗 See also Mapping Transactions to Snapshot Totals.

Product Line Totals Mapping

Product Line Total	Map Values to Totals
Total Premium	Initial Premium
Total Withdrawals	Cumulative Withdrawals Taken
Total Net Premium	Mapping not available
Total Penalty Free Withdrawal	Penalty Free Withdrawal Amount Remaining
Total Surrender Value	Current Surrender Value
Total Account Value	Current Account Value
Total Benefit & Income Riders	Current Account Value
Total Death Benefit	Death Benefit Amount

Note

N/A* means there is no corresponding value supported by Swivel Sync and/or is not available on the institution portal site**.** 🔗 See also Liberty Bankers to view full list of Swivel Sync-supported values.

Tip

🔍 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.