Navigating Market Value Adjustments

2023 Definiti Academy – Fall
Advisor Track

Speaking with clients about MVAs can be difficult but there are options available. Help clients understand how these fees protect the principal investment and make higher interest crediting rates possible are good ways to start the conversation.

John Maury
Director, Strategic Relations – TPA

Published On: November 17th, 2023Categories: Definiti Academy, DRA-FALL-2023-AdvisorTrack, Webinar

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