Training and Webinars
Growth Should be Limitless
Growing your business often comes with growing pains — which is why we've included helpful resources below. Manage your campaigns on the go, stay up to date with webinars, and get informed with the latest thought leadership.
New Agent Webinars
Introduction to Life Products
Introduction to Life Products
Learn the Basics of Running Illustrations
Learn the Basics of Running Illustrations
Everything from Submitting a Case to Getting Paid
Everything from Submitting a Case to Getting Paid
Products and processes
Each month we host live webinars that highlight our products and recent enhancements to our processes. Be sure to check back each month for fresh list of webinars.
Advance Illustrations with Case Study - FFIUL
June 17th, 2024 - 2:00 PM - 3:00 PM EST
July 29th, 2024 - 2:00 PM - 3:00 PM EST
A Gift for Life-A Financial Foundation for Children
June 24th, 2024 -2:00 PM - 3:00 PM EST
Save Time with DocuSign and eDelivery
June 10th, 2024 - 2:00 PM - 3:00 PM EST
July 8th, 2024 - 2:00 PM - 3:00 PM EST
Transamerica's new iGO eApp and underwriting experience
Transamerica Admin Academy
Automated Reports
Transamerica Best Practices
Life Illustrator Training
Face Amount Solve
- 35 year old male, Preferred Elite with $500 a month premium through age 65
- Increasing death benefit till age 65
- This will not show illustrations for income
Premium Solve
- 35 year old male, Preferred Elite with $500,000 Face amount
- Increasing death benefit till age 65
- This will not show illustrations for income
Desired Face Amount and Premium Solve
- 35 year old female, Preferred Elite
- 500,000 face amount with a $500 a month budget
- Explanation of the Personal Accumulation Strategy
- Split Index options 50/50
- This will not show illustration for income
Advanced Markets Recorded Webinars
Catch up on past Advanced Markets topics. We have made the below recordings to watch at your convenience.
Financial Professionals' Guide to Estate Planning
Life and Taxes
Year-End Strategies
Crucial Conversations
Business Succession Planning
Language of the Customer
Business Planning Using Life Insurance
Executive Bonus
A Caregiver's Field Guide to Financial Planning for Those Living with Dementia
A Field Guide to Social Security
Individual Planning with Life Insurance
Featured Webinar Recordings
A Champion's Mindset: International Women's Day with Azahara Muñoz
Discover how preparing for possible future long term care needs can provide your clients leverage, flexibility, and control — no matter what life brings.
For agent use only. Not for use with the public.