Registered Investment Advisors
Expand Your Guidance
As you work within evolving markets and an ever-changing financial world, Registered Investment Advisors like you face increasingly dynamic challenges. We’ve assembled an array of business-building and thought leadership tools designed to help you deepen relationships. And we’ve created innovative strategies with your specific needs in mind.
Advanced Markets
Transamerica’s Advanced Markets Group provides guidance from distinguished industry professionals on complex retirement, estate, and tax strategies. Explore the following resources and more.
Annual Review Checklist
Field Guide to Medicare
Wealth Transfer Using Nonqualified Annuities
Using Annuities Within Trusts
Behavioral Finance
Behavioral finance takes an in-depth look at how psychological biases can influence spending, investing, and retirement decisions. Access an abundance of resources and thought leadership on the subject, including videos, checklists, brochures, white papers, and more.
Women and Investing
While everyone can benefit from professional financial guidance, women can experience unique events during their lives. Discover how this can influence the strategies they'll need to pursue their individual goals.
Transamerica I-Share II Variable Annuity
Built for today’s fee-based account needs.
An annuity that works for the way you do business. The Transamerica I-Share II Variable Annuity offers a no surrender charge schedule and is available exclusively through managed-money platforms.
The Transamerica Advisory AnnuitySM
Help clients take full control of their investment.
Designed for long-term investors who want a lower-cost annuity offering tax deferral, legacy protection, and more. With flexible features and multiple portfolios designed by Vanguard and Dimensional Fund Advisors, you can help clients build the future they want.
IMPORTANT INFORMATION
Your clients should consider a variable annuity’s investment objectives, risks, charges, and expenses carefully before investing. Encourage them to read the prospectus carefully before investing.
Withdrawals of taxable amounts are subject to ordinary income tax and may be subject to a 10% additional federal tax if withdrawn before age 59½.
The Transamerica Advisory Annuity is a direct response variable annuity that cannot be purchased based on the advice or recommendation of Transamerica or other financial professionals.
All policies, riders, and forms may vary by state and may not be available in all states. ICC19 TPVA10IC-R1019, TPVA10FL-R1019, FPVA10NY-R1019, ICC19 TPVA11IC-0819, ICC19 TRMD12IC-0819, TRMD1200-0819, FRMD12NY-0819, TPVA11FL-0819 and FPVA11NY-0819.