Annuity Resources for Your Clients
Offer More Than Strategies and Solutions
Creating a solid financial foundation for your clients goes beyond the right strategies and solutions. Access a wealth of resources designed to help you provide insight and knowledge that can guide your clients toward the financial future they deserve.
Annuity Resources for Building Your Business
Annual Review Checklist
Regular financial reviews can help clients stay on track to meet their goals. This checklist covers retirement plan contributions, investments, insurance, and more.
Using Transamerica’s Annuities in Irrevocable Trusts
Annuities can help trustees with tax deferral, death benefit protection, flexible investment options with growth potential, and guaranteed lifetime income.
Women and Investing
Women control 40% of global wealth1 and more than 70% of all consumer purchasing in the U.S.2 Learn how you can provide key financial insight for some of their unique challenges.
Help Your Clients Understand Annuities
Annuities are an important part of any well-balanced financial strategy. The more informed your clients can become about what they are and the role they play in achieving retirement goals, the more you help them secure their future. Our annuities page can provide the background your clients need to be fully informed.
Annuities experienced surprising growth in perceived need over the past year.
Currently, 46 percent of respondents say they “need" an annuity, a jump of 21 percent from the previous year. For now, the data suggest total market need for annuities equals 118 million consumers.
Among non-owners of annuities, 24 percent say they intend to purchase an annuity in the next year. This represents purchase intent of 50 million non-owners.
Additional Resources
What should clients know about how discipline, security, longevity, and freedom will impact their financial futures? A lot. The Knowledge Place offers fresh insights and information for a rapidly changing landscape. Use our additional annuities resources to fuel ongoing conversations with your clients to help you build trust and grow your relationship.