Monthly Archives February 2011

What a Market Value Adjustment Is and What It Means for Your Clients

Have you done an annual review with a client lately and realized that the surrender value was higher than you expected? That may be due to the Market Value Adjustment, that thing you’ve always heard of but may not fully understand. Here’s a great definition: A market value adjustment (MVA) is the increase or decrease in the value of the assets held by the insurance company. This increase or decrease in value can be passed on to the client to help create an annuity that can offer more client friendly features. This adjustment is typically only passed on to the
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Categories: ShurThings.