Registered investment advisors
Put our experience to work for you
As a registered investment advisor, your primary focus is providing sound financial advice to help your clients live life at its best. With that in mind, we’ve created innovative strategies and tools designed to help you deepen relationships and take your business to the next level.
Advanced Markets
Our Advanced Markets Group provides guidance and resources from industry professionals on retirement, estate, and tax strategies.
Insights
See how our research, education, and guidance can help you meet your clients’ financial challenges today and anticipate their evolving needs.
Transamerica I-Share II Variable Annuity
Transamerica offers an array of annuity options tailor-made for the way you do business. The Transamerica I-Share II Variable Annuity offers a no surrender charge schedule and is designed to accommodate fee-based advisory platforms. The Transamerica I-Share II can be structured as a low-cost investment-only option or combined with legacy protection or lifetime income benefits.
Transamerica Advisory Annuity℠
Help clients take full control of their investment
The Transamerica Advisory Annuity is designed as a direct-to-consumer solution for investors who want a lower-cost annuity offering tax deferral, no surrender charges, optional legacy protection, and more. With flexible features and multiple portfolios designed by Vanguard and Dimensional Funds, clients can take control of building the future they want.
Need additional support? Reach out to us
Our dedicated annuity education team is available with additional product and sales support to help you grow your annuities business.
Call: 866-799-6442
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Withdrawals of taxable amounts are subject to ordinary income tax and may be subject to a 10% additional federal tax if withdrawn before age 59½.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, TPVA11FL-0819 and FPVA11NY-0819.