{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/61e285acbffb405fb6b7cb1191a3bf0f\" frameborder=\"0\" width=\"1632\" height=\"1224\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1224,"width":1632,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1224,"thumbnail_width":1632,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/61e285acbffb405fb6b7cb1191a3bf0f-28b701b3e05603e9.gif","duration":195.8736,"title":"Enable Product Custom Fields to Display on the Swivel Summary","description":"In this video, I walk you through the process of creating a custom field for the bonus amount on fixed index annuity products and enabling it to display on the swivel summary. I demonstrate how to navigate to the settings, select the product fields, and create a text field specifically for fixed index annuities. I then show how to update a client's annuity information, using Jim Halpert's Alliance 222 annuity as an example, where he received a 45% bonus. Finally, I highlight how this information will appear in the policy details tile and on the swivel summary. Please make sure to follow these steps for your own clients' annuity updates."}