Introducing the MVA Marketing Kit

Market Value Adjustments (MVAs) are one of the most misunderstood features in fixed and indexed annuities, but they don’t have to be.

Our new MVA Marketing Kit helps you simplify the conversation, overcome client hesitation, and use knowledge and transparency to build stronger relationships.

This turnkey campaign includes:

• Prospecting emails to help you initiate conversations with clients who may benefit from an MVA-focused review
• Ready-to-send drip emails that explain MVAs in plain language
• An agent sales guide with messaging frameworks, talking points, and coaching notes for confident delivery
• Visuals to show how MVAs behave in different rate environments
• Conversation prompts and scripts for handling common client questions and objectives
• Additional resources to help you personalize each message and reinforce key talking points

When clients understand what the MVA does and why it exists, it becomes a trust-building tool - not a barrier to the sale. Help your clients see the full picture and help yourself stand out as the advisor who explains, not just sells.