Annuity Advisor Resources
Tools to Build Your Business
Building a successful business requires more than offering the right strategies. Leverage our resources and experience to help educate clients as they work toward creating a solid financial foundation.
Best of all, our resources include tools that can help you get to know your clients and their families on a deeper level, creating relationships that can span generations.
Annuity Resources for You
New perspectives. Fresh insights. You’ll find it all in these articles created to help you guide your clients into smarter retirement decisions.
Behavioral Finance
See how behavioral finance can influence spending, investing, and retirement decisions.
Advanced Markets
Get guidance from distinguished industry professionals on complex retirement, estate, and tax strategies.
Women and Investing
Discover the unique events that will impact women during their lives that will influence the right strategies they'll need to pursue individual goals.
Annuity Resources for Your Clients
Find guidance you can share directly with your clients to help them move toward their retirement goals.
Retirement Can Rock — With a Little Strategic Planning
It’s important to know the pros and cons of rolling assets into an IRA or another employer-sponsored plan.
Let’s Get Realistic About Retirement
The gaps between retirement expectation and reality can’t be ignored. Here’s what to do about it.
Your Retirement Plan Should Be More Than Numbers
Be creative when planning for retirement. It’s an opportunity to design a satisfying life.
Technology
Transamerica offers technology that makes it easy for you to manage your business. Our Advisor Portal is a one-stop shop for all of your business management needs.
Find the Annuity Forms You Need
Easily find forms for pre- and post-sale, all in one convenient place. From initial application to rollover and rebalancing, you’ll find everything you need sorted by state, product type, and product name
Resource Center
Transamerica’s Resource Center is your go-to source for valuable market insights, helpful articles, product information, business-building tools, and more.
Search and filter through topics and formats
Explore articles, videos, webinars, and more
Learn more about Transamerica’s partnerships
IMPORTANT INFORMATION
Neither Transamerica nor its agents or representatives may provide medical, tax, investment, or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals and financial professional regarding their particular situation and the concepts presented herein.