Working with Transamerica
We’re committed to your success
As client needs evolve, so must financial guidance.
While our focus and experience is rooted in more than 100 years of financial services, we understand the value of looking ahead and adapting to an ever-changing landscape. This includes our commitment to our agents and partners.
Far beyond service desk support, we offer thought leadership from sales directors, insightful webinars, sales strategies, business-building support, and educational resources to help our agents thrive.
How Transamerica supports agents
When you work with Transamerica, you're connected to a global network of support unlike any other. Wherever you want to go next, Transamerica has the resources to help get you there.
Transamerica Agency Network (TAN)
When agents join Transamerica Agency Network, they become part of a community that provides training, mentorship, and financial incentives to help agents of all experience levels launch and grow their practice. We provide the roadmap for how to help families and individuals establish a strong financial foundation, protect what’s important, and build the future they imagine.
Transamerica Brokerage
Transamerica is a proud leader in wholesale brokerage distribution. We partner with brokerage general agencies, independent marketing organizations, and direct marketers to support their agents in providing protection solutions to clients throughout all life's ups and downs.
Transamerica Financial Advisors, Inc. (TFA)
Transamerica Financial Advisors, Inc. empowers entrepreneurs to advance their practice and make a difference in the lives of clients by providing invaluable wealth and investment advice. Through access to our robust platform, diverse product portfolio, and ongoing training and education, entrepreneurs are empowered to build a long-term, holistic financial services business.
World Financial Group (WFG)
World Financial Group empowers individuals to build dreams. To help them get there, Transamerica provides financial education, tailored strategies, and products from trusted brands to help agents build confidence as they build their careers. Through our proven system, thousands of individuals from every background have become successful agents from coast to coast.
Streamlining the agent experience
Our technology is creating a better agent experience, minimizing barriers to doing business, and providing the tools agents need to perform their very best.
Agent + Advisor Portal
Designed from the ground up to be your one-stop-shop for better business management, the portal allows agents to run illustrations through myTransWareSM, find policy information, and more.
iGO e-App®
The ability to apply electronically and opt into policy eDelivery is more important than ever. The iGO e-App can be used to submit most business from your phone, tablet, or computer — wherever you happen to be.
Automated Underwriting
Our automated underwriting results in faster speed to issue, meaning you can keep your business moving and receive commissions faster.
myTransWareSM
This helpful tool lets you run customized illustrations to fit specific needs: explore various protection options, policy designs, optional riders, quoting, and more.
“At Transamerica, we still honor our founder’s philosophy of serving others. That’s why we not only measure our success in terms of earnings, but by how many families we protect. And our protection provides the flexibility to address every need — from death benefits to living benefit riders to concierge funeral planning and more.”
Victor Sanchez, VP Managing Director, Wholesale Distribution
Build a better business
Designed solely for financial professionals, the New Age of Advice is your dedicated resource for business-building insights, industry developments, consumer research, and everything you need to stay one step ahead.
Build Your Insurance Sales Pipeline From Home
Explore new ways of working with proven insights from successful insurance sales professionals on business-building, working from home, time management hacks, and more.
Financial Planning for Key Life Events
Whether your clients are just starting out, in their peak earning years, or getting ready for retirement, each era comes with decisions that can affect their finances for years to come.
How Life Insurance Has Changed Due to Coronavirus
The uncertainty of the pandemic has prompted many to rethink their stance on insurance. Provide peace of mind with new ways of working, and by helping determine next steps.