Concierge Planning Rider, powered by Everest
Give more, get more, with FFIUL II
The Concierge Planning Rider℠ (CPR), powered by Everest Funeral Concierge, is a first-of-its-kind bundle of funeral planning services and support, available to your Transamerica Financial Foundation IUL® II (FFIUL) customers — current and prospective — at no additional cost. In Florida and Maryland, this benefit is called the Concierge Planning Benefit℠. The benefit’s services are not provided through a contractual rider; they are offered outside of the life insurance policy.
Many people protect their loved ones with life insurance, but some clients are looking for more than just a death benefit. Funeral planning is something no one looks forward to, yet it will impact nearly everyone. The costs can be staggering, both financially and emotionally, which is why we're offering a helping hand to FFIUL II customers when they need it most.
Why a Concierge Planning Rider?
Even the most well-prepared clients can be sidelined by the funeral planning process, associated costs, and emotional toll. Here's how the CPR is designed to help.
Cost effective
Everest gathers pricing quotes to help families find the best price.
Economical
Doesn’t increase premiums (for policies eligible for the CPR) and can be added at no additional cost to your client.
Exclusive
FFIUL is the only IUL with funeral planning benefits.
Goodwill
Provides agents the opportunity to build trust.
Innovative
Demonstrates Transamerica's commitment to continued improvement and innovation.
Heavy lifting
Everest takes on the most difficult parts of funeral planning so families can grieve in peace.
A helping hand when it's needed most
Our FFIUL II with the Concierge Planning Rider provides ongoing support for all aspects of the funeral planning process.
24/7 assistance
Consumer advocates are available 24/7 to assist with all funeral-related needs.
Access to Will Prep℠
Easy to use tools to create a will, healthcare directive, power of attorney, and other customized legal documents.
Tenzing Unlimited™ Storage
Unlimited capacity for secure storage of clients' personal data and documents.
PriceFinder℠
Decision making and budgeting made simple with on-demand comparisons of funeral home prices by geographical location.
How to get started with Transamerica's Concierge Planning Rider
We're proud to offer this industry-first index universal life rider to help set agents apart and provide more offerings to their customers. Get started with the tools and materials below.
Resources, insight, and more
Discover FFIUL II
With the addition of the CPR, our FFIUL is better than ever, offering death benefits, living benefits, and now funeral planning benefits. The CPR is available on qualifying FFIUL cases with a face amount of $250,000 and above and not on direct bill monthly.
Discover Everest Funeral Concierge
Everest is a specialized, funeral planning concierge service, offering support to clients before, during, and after the loss of a loved one.
Existing FFIUL II clients
Many clients may be able to add the CPR to their existing policies. Transamerica will send a consent packet to those who are eligible, and they should complete and return it to add the rider.
Contact information
For rider or product questions call the Transamerica Sales Desk. For questions on Everest and Everest services call 800-913-8318. Available 24/7.
Important information
Additional Services Rider is being marketed as Concierge Planning RiderSM.
The funeral concierge services and any associated warranty provided by Everest Funeral Package LLC are solely provided by Everest Funeral Package LLC, not by Transamerica Corporation or any of its affiliates. EVEREST® is a federally registered service mark of Everest Funeral Package LLC.
Everest and the Everest logo are service marks of Everest Funeral Package, LLC. Terms and conditions apply. See everestfuneral.com for more information. Everest PriceFinder is a service mark of Everest Information Services, LLC. Tenzing is a trademark of Everest Funeral Package, LLC. Everest Funeral Package, LLC and its respective affiliates have no affiliation with Everest RE Group, LTD, Everest Reinsurance Company or any of their affiliates.
Riders and benefits have specific limitations, may incur additional costs, and may not be available in all jurisdictions. For complete details, including charges, terms and conditions of each rider and exact coverage provided, please contact your agent.
Life insurance products are issued by Transamerica Life Insurance Company, Cedar Rapids, Iowa. This policy may not be available in all jurisdictions. Policy Form #ICC16 IUL09, or # IUL09. Form numbers may vary by jurisdiction.
Not available in New York.
For agent use only. Not for use with the public.