video1.0<iframe src="https://www.loom.com/embed/61e285acbffb405fb6b7cb1191a3bf0f" frameborder="0" width="1632" height="1224" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12241632Loomhttps://www.loom.com12241632https://cdn.loom.com/sessions/thumbnails/61e285acbffb405fb6b7cb1191a3bf0f-28b701b3e05603e9.gif195.8736In 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.