Showing 211 - 220 of 373 results

Universal Life Insurance

https://www.transamerica.com/insurance/universal-life-insurance
… to cover monthly deductions. When the insured dies, a death benefit is left to the named beneficiaries. In addition to the death benefit, universal life insurance also contains a cash … two index accounts. The index accounts provide the potential for interest crediting based on changes in the value of an index or indexes. Group universal life insurance Universal life …

Aasim Merchant Bio

https://www.transamerica.com/bios/aasim-merchant
… role also included determining the most tax efficient means to achieve the required portfolio changes while minimizing the fund tracking error within the stated regulatory and compliance …

Stronger Together: Consolidating Retirement Plan Assets

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Retirement accounts may be left behind when a participant changes jobs. What should plan sponsors consider when deciding how to handle legacy plan balances?

AM Best Rating Analysis

https://www.transamerica.com/why-transamerica/am-best
… distribution is strictly prohibited. Best's Ratings are under continuous review and subject to change and/or affirmation. To confirm the current rating, please visit the A.M. Best web site, …

Finding Value in the Middle

https://www.transamerica.com/knowledge-place/finding-value-middle
… investors underexposed.  The Russell 1000 Index was up 26.53% in 2023, but the brunt of that performance can be attributed to the Russell Top 200 Index, which appreciated 29.85%. The other … Transamerica Small/Mid Cap Value   Index Definitions The Russell Top 200® Index measures the performance of the largest cap segment of the U.S. equity universe. The Russell Top 200® Index is … represents approximately 68% of the Russell 3000® Index. The Russell 1000® Index measures the performance of the large-cap segment of the U.S. equity universe. It is a subset of the Russell …

Abuse Victims

https://www.transamerica.com/abuse-victims
… Persons Confidentiality Our Companies are committed to the confidentiality of our customers’ information. We recognize that there are times where situations require individuals to request additional protections regarding the privacy of their information. Victims of domestic violence have the option of registering an alternative address, …

Employee Benefits Resources for Employers

https://www.transamerica.com/employee-benefits/employer-broker-resources
… Employee Benefits Portals We’re investing in technology to help you quickly get the benefit information and tools you need to help you manage your benefit administration even more … 24/7. They can easily file, manage, and check the status of a claim, view their policy information, make updates to beneficiaries, and more. Help them know what to expect with this … Life, Gap, Cancer, Disability Insurance, and more. Explore more Helpful Forms Looking for a form? Whether you’re helping an HR professional find a needed form for an employee filing a claim …

Index Universal Life Insurance

https://www.transamerica.com/insurance/index-universal-life-insurance
… and receive tax-advantaged income distributions (not available in New York). Policy Form #ICC24 TPIU11-0224 or TPIU11xx-0224. Form numbers may vary by jurisdiction. Funding Your Policy Designed for those with discretionary … button below to enter your zip code and find an agent near you Search for an agent IMPORTANT INFORMATION Important information regarding S&P 500 ® Index:   The S&P 500 Index is a product of …

Want Your Social Security? Better Get Your Paperwork In Order

https://www.transamerica.com/knowledge-place/want-your-social-security-better-get-your-paperwork-order
… but it's usually fairly easy and can take as little as 15 minutes to fill out the online form. "In most cases, once your application is submitted electronically, you're done," William … (the SSA's list of state offices of vital records is a good place to start). Keep your tax forms handy. You should have a copy of your W-2 form(s) and/or self-employment tax return from …