INSURANCE RESOURCES
FOR AGENTS
Supporting you and your clients
Our valued agents are the lifeblood of our business.
It’s our mission to provide the dedication and support you need to perform at your very best. Below are several powerful resources covering insights from thought leaders, business-building guidance, practice management, and more.
Resources for agents
Learn new ways to connect with clients, strengthen relationships, and grow your business.
Say this, not that
Sometimes it’s not what you say, but how you say it. We conducted research on both coasts to learn customer preferences that may help set you apart when talking to your clients.
Language of the customer
Get a clear understanding of common client priorities, effective strategies to overcome their concerns, and proof points to help close the sale from this easy-to-follow guide.
Insurance Review Checklist
Be sure your clients have the appropriate policies in place. Financial and family situations change over time, and insurance coverage should be reviewed periodically to keep up with those changes.
Beneficiary Review Worksheet
Help clients keep these important designations up to date. Review annually and following any major life event in their family such as marriage, divorce, births, and deaths.
Social Media University
Set your business apart with a strong social media presence. These free classes cover everything from basic to advanced tactics, and all adhere to FINRA regulations.
Knowledge Place
Knowledge Place is where you can find business-building insights, market commentary, client resources, and everything you need to help you stay one step ahead.
Resources for your clients
Help clients make informed decisions by sharing these valuable resources.
Working with Transamerica
Working with Transamerica means you’ll have a dedicated partner today and for decades to come. We offer the support, tools, and resources to help you pursue the long-term growth of your business and help fulfill the long-term financial goals of your clients.
Transamerica Life Access
Manage your business more efficiently with Transamerica Life AccessSM. Simply log on directly using the single sign-on experience on your Agent Home page to help save time and track your policies.
Resource Center
Transamerica’s Resource Center is your go-to source for valuable market insights, helpful articles, product information, business-building tools, and more.