Market Value Adjustment (MVA) rates

Current MVA Reference Rate — 5.56% as of 09/26/2022

Uses the yield to maturity of the Bloomberg US Intermediate Corporate Bond Index.

Index values are provided weekly. Values shown are determined after the markets close every Friday. If Friday is not a Business Day, the Index Determination Date shall be the following Business Day that the markets are open (typically, the following Monday). Values are determined weekly, because premium is only applied to a crediting method once a week.

Index Determination Date (IDD): Business days on which certain transactions regarding an Indexed Option may occur.

Historical MVA Reference Rates

Index Determination DateIndex
Enter a start and end date above to see Historical MVA Reference rates.

What is an annuity?

An annuity is a long-term, tax-deferred vehicle designed for retirement. Registered index-linked annuities are subject to investment risk, the value will fluctuate, and loss of principal is possible Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.

BLOOMBERG is a trademark and service mark of Bloomberg Finance L.P. Bloomberg Finance L.P. and its affiliates (collectively, “Bloomberg”) or Bloomberg’s licensors own all proprietary rights in the BLOOMBERG INDICES. Neither Bloomberg or their affiliates guarantee the timeliness, accuracy or completeness of any data or information relating to BLOOMBERG INDICES or make any warranty, express or implied, as to the BLOOMBERG INDICES or any data or values relating thereto or results to be obtained therefrom, and expressly disclaims all warranties of merchantability and fitness for a particular purpose with respect thereto. It is not possible to invest directly in an index. Back-tested performance is not actual performance. Past performance is not an indication of future results. To the maximum extent allowed by law, Bloomberg and its licensors, and their respective employees, contractors, agents, suppliers and vendors shall have no liability or responsibility whatsoever for any injury or damages - whether direct, indirect, consequential, incidental, punitive or otherwise - arising in connection with BLOOMBERG INDICES or any data or values relating thereto - whether arising from their negligence or otherwise. This document constitutes the provision of factual information, rather than financial product advice. Nothing in the BLOOMBERG INDICES shall constitute or be construed as an offering of financial instruments or as investment advice or investment recommendations (i.e., recommendations as to whether or not to “buy,” “sell,” “hold” or enter into any other transaction involving a specific interest) by Bloomberg or its affiliates or licensors or a recommendation as to an investment or other strategy. Data and other information available via the BLOOMBERG INDICES should not be considered as information sufficient upon which to base an investment decision. All information provided by the BLOOMBERG INDICES is impersonal and not tailored to the needs of any specific person, entity or group of persons. Bloomberg and its affiliates express no opinion on the future or expected value of any security or other interest and do not explicitly or implicitly recommend or suggest an investment strategy of any kind. Customers should consider obtaining independent advice before making any financial decisions. ©2016 Bloomberg Finance L.P. All rights reserved.

For Fixed Index Annuities:

Fixed index annuities are also known as fixed annuities with index-linked interest.

Fixed Annuities with Index-Linked Interest (contract numbers ICC19 FIA260, ICC19 FIA260-CB1, FIA260, FIA260-CB1, ICC19 FIA265, ICC19 FIA265-FB1, FIA265, FIA265-FB1, ICC19 FIA260, ICC20 FIA260-CB2, FIA260, FIA260-CB2, ICC19 FIA265, ICC20 FIA265-FB2, FIA265, and FIA265-FB2) are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and are distributed by Jackson National Life Distributors LLC. These products are fixed annuities that do not participate in any stock or equity investments and have limitations and restrictions, including market value adjustment (MVA) and withdrawal charges, if applicable. MVA may not be applicable in all states. During the Indexed Option Period the annuity’s cash withdrawal value may be less than the initial premium. Premium Payments are flexible in the first Contract Year only, subject to Contract minimums and maximums. Subsequent Premiums will remain in a Fixed Account Option until the first Indexed Option Anniversary. No Premium Payments will be accepted after the first Contract Anniversary. For costs and complete details, contact your financial professional or the Company.

The design of this annuity contract emphasizes the protection of credited interest rather than the maximization of interest rate crediting. Jackson issues other annuities with similar features, benefits, limitations, minimum Caps/Rates and charges. Similar products with different features, limitations and with either higher or lower Caps/Rates may be available through other broker-dealers. Fixed annuities with index-linked interest may not be suitable for everyone.

Fixed index annuities are not available in New York.

For Registered Index-Linked Annuities:

This material is authorized for use only when preceded or accompanied by the current contract prospectus. Before investing, investors should carefully consider the investment objectives, risks, and charges of the registered index-linked annuity. This and other important information is contained in the current contract prospectus at Jackson.com/ProspectusJMLPA. Please read the prospectus carefully before investing or sending money.

A market value adjustment (MVA) will be applied to certain amounts withdrawn or annuitized during the first six contract years.  The MVA may result in an increase or decrease to amounts removed from the contract. Withdrawals before the end of a term are subject to an interim value adjustment.  The interim value adjustment may have a positive or negative impact on the contract value at the end of the term which may be significant.

Jackson Market Link Pro Advisory Single Premium Deferred Registered Index-Linked Annuity (contract numbers RILA285, RILA285-FB1, RILA287, RIL287-FB1) is issued by Jacked National Life Insurance Company (Home Office: Lansing, Michigan) and distributed by Jackson National Life Distributors LLC, member FINRA. This product has limitations and restrictions, including market value adjustment (MVA). Jackson issues other annuities with similar features, benefits, limitations, and charges. Discuss them with your financial professional or contract Jackson for more information.

Jackson Market Link Pro Advisory is not available in Nebraska, New York, or Oregon.

Firm and state variations may apply.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.