Market Value Adjustments & Annuities

Episode 56 December 27, 2024 00:08:49
Market Value Adjustments & Annuities
The Atlas Annuity Podcast
Market Value Adjustments & Annuities

Dec 27 2024 | 00:08:49

/

Hosted By

Marty Becker

Show Notes

Market value adjustments (MVAs) are a common feature in certain annuities, but do you know what they really mean for your retirement? In this episode, Marty Becker breaks down the ins and outs of MVAs—how they work, when they apply, and why they might actually help you secure higher interest rates.

Learn how changes in interest rates can lead to either positive or negative adjustments and what safeguards are in place to protect your investment. Marty also shares practical examples to help you understand how this feature could impact your annuity’s value.

If you’ve ever been curious about the details behind annuity contracts or want to ensure your retirement strategy is rock-solid, this episode is for you.

Tune in to discover how to make informed decisions about your annuity options and take control of your financial future.

Other Episodes

Episode 41

August 30, 2024 00:11:58
Episode Cover

Market Predictions vs. Guaranteed Income: Why Annuities Win Every Time

Are you feeling lost with all the conflicting market advice out there? One day, everything’s fine, and the next, they’re predicting a crash. It’s...

Listen

Episode 76

June 14, 2025 00:14:13
Episode Cover

Annuities vs Banks: Which One Actually Protects Your Money?

You’ve probably never questioned how banks actually make money. Most people haven’t. But once you see the numbers—the profits, the leverage, and the risk—you...

Listen

Episode 55

December 21, 2024 00:14:35
Episode Cover

Does an Income Annuity Just Give Your Money Back?

In this episode, we tackle a common concern about income annuities: “Isn’t the annuity company just giving me my money back?” Marty Becker, founder...

Listen