Market-value adjusted annuities: Key considerations for advisors
August 5, 2026 by Anna Baluch
Like most financial products, market value-adjusted (MVA) fixed annuities come with trade-offs.
In exchange for potentially higher interest rates, any withdrawals above the free withdrawal limit during the surrender period may be adjusted, depending on how interest rates have changed since the annuity was purchased.
Originally Posted at InsuranceNewsNet on Jul 31, 2026 by Anna Baluch.
Categories: Industry Articles
