Your digital sales tools
Same great products, new and improved iGO® e-App*. This enhanced experience reduces the number of touches between you and the client after the application has been submitted thanks to more responsive questions upfront. Some policies have seen app cycle time take as few as 8 to 14 days!*Available in all states excluding CA, FL, NY, SC, and SD.
Transamerica Life Illustrator
The all-new Transamerica Life Illustrator provides sleek, streamlined reports that are informative, easy to understand, and highly customizable so you can tailor illustrations to meet individual client needs.
How to get started
- Log into MyWFG.com
- Select MyToolbox in the upper right corner
- Select Customize
- Select the plus sign next to TA Life Illustrator (your toolbox can only retain 10 items, you may need to delete a tool in order to add TA Life Illustrator)
- Confirm the addition of the new tool
- Life Illustrator will now appear in your toolbox
To access the Transamerica Life Illustrator, check out our flyer and step-by-step guide.
Please view the FAQ below for instructions on how to download the offline version of Transamerica Life Illustrator to run illustrations without an internet connection.
Easy on the eyes
A good illustration provides a clear roadmap to purchasing a policy. Check out this sample quote to see how our elevated outputs show your clients how their future policy will meet their personal goals.
Common solves
We've prepared a simple flyer to get common questions answered for illustration inputs.
Webinar
Check out our Transamerica Life Illustrator webinar replay featuring Will Tate, TLD Internal Wholesaler, and Sean Hebron, Senior Director, Product Positioning.
Life Illustrator Training
Face Amount Solve
- 35-year-old male, Preferred Elite with $500 a month premium through age 65
- Increasing death benefit until age 65
- This will not show illustrations for income
Premium Solve
- 35-year-old male, Preferred Elite with $500,000 face amount
- Increasing death benefit until age 65
- This will not show illustrations for income
Desired Face Amount and Premium Solve
- 35-year-old female, Preferred Elite
- $500,000 face amount with a $500 a month budget
- Explanation of the Personal Accumulation Strategy
- Split Index options 50/50
- This will not show illustration for income
To view a Life Illustrator Training video in Spanish, click the button below.
iGO e-App toolkit
The iPipeline® iGO electronic application simplifies the application process and maximizes your efficiency.
Getting started
iGO® e-App is compatible with most mobile devices and free of charge to Transamerica appointed associates. Access iGO at MyWFG.com > Click on the Menu button > Recruiting & Selling > Sales Tools & Info > iGO.
First-time users will be required to register by creating a username and password.
Available on iGO
- Transamerica Financial Foundation IUL®
- TFLIC Financial Foundation IUL® (WFG Only)
- Trendsetter® Super Series
- Trendsetter® LB
- Final Expense Solutions Portfolio
- Transamerica LifetimeSM
Training and resources
Get up to speed on the new iGO eApp and Underwriting experience to set yourself up for success at your client meeting:
Check out agent training videos and clickable simulations.
eDelivery and DocuSign
Are your tools keeping up with the speed of business? eDelivery uses DocuSign® on the DocFast® platform, making doing business easier for you and your clients.
Knowing where to fish
Find clients where they are. Our prospecting resources provide several strategies spanning social media, direct mail, custom letters, and more.
IMPORTANT INFORMATION
Life insurance issued by Transamerica Life Insurance Company, Cedar Rapids, IA. Not all products available in all jurisdictions.
Not available in CA, DC, FL, GU, IL, LA, MD, MS, MT, NC, NM, NY, OR, PR, UT, VA, or WA