The Total Value Annuity's new Transparent Value Blended Index Account
The exclusively distributed fixed indexed annuity, Total Value Annuity (TVA), has ranked number one in overall FIA sales since the 3rd quarter of 2012¹. With more than $1.8B in sales in the last 13 months¹, the TVA has become the go-to product for many advisors to help solve their client's retirement income, accumulation or legacy planning needs.
The newest crediting option, the Transparent Value Blended Index Account, is based on the Transparent Value Blended Index (TVBI). TVBI blends two indices: the Transparent Value Large-Cap Defensive Index℠² and The S&P® 2-Year U.S. Treasury Note Futures Total Return Index.
Features of the TVBI:
- 5-year Point-to-Point Index³
- 100% participation
- 50 BPS spread
The TVBI aims to reduce the impact of equity market volatility while increasing diversification and the potential to receive interest credits.
Complete and submit this form to access the TVA (with the Transparent Value Blended Index) Historical Returns chart and to receive a customized illustration to use with your next case.