Showing 251 - 260 of 373 results

Annuities Technology

https://www.transamerica.com/annuities/technology
… The Advisor Experience Your one-stop shop to manage your policies. See how investments are performing, transfer funds, plan future premium allocations, and so much more. learn more … Continuously improving the client experience  Transamerica wants you to have the tools and information you need to effectively service your customers. Whether you’re an advisor or a firm, … features, including "Transfer Funds by Percentage," "Future Premium Allocations," and "Fund Performance." Learn more We take security seriously That’s why we use the most sophisticated …

Helping Clients Decide When to Claim Social Security

https://www.transamerica.com/knowledge-place/helping-clients-decide-when-claim-social-security
… economic stability, walking your clients through their options will help ensure they make informed decisions about the best time for them to claim. How are Social Security benefits … benefits, which again is 10 years, then it provides estimated benefits at FRA. It’s this information that will help you and your client put together a thoughtful strategy around … likely be the amount they get for the rest of their life with the only increase coming in the form of Cost of Living Adjustments, or COLAs. The latest was 1.6% that took effect in December …

Annuities - What Is An Annuity

https://www.transamerica.com/annuities/what-is-an-annuity
… carefully before investing. Go to transamerica.com for prospectuses containing this and other information. Read it carefully. IMPORTANT INFORMATION All guarantees, including optional benefits, are based on the claims-paying ability …

News - Transamerica Delivers Strong Results in Retirement Plan Customer Satisfaction

https://www.transamerica.com/news/transamerica-delivers-strong-results
… exceeded the industry benchmark in overall customer experience categories and for each key performance indicator including plan sponsor services, participant services, price and value, and … employer plans; nonqualified deferred compensation; and rollover and RothIRAs. For more information, visit www.transamerica.com . Retirement planning consultants are registered …

Chronic Stress Impacts Mental, Physical Health

https://www.transamerica.com/knowledge-place/chronic-stress-impacts-mental-physical-health
… or reading news stories and social media about stressful events. While it’s good to be informed, hearing constantly about an upsetting situation can negatively impact mental health. 2 … Transamerica is not affiliated with the AHA and does not control, guarantee, or endorse the information. This information does not constitute the practice of medical advice, diagnosis, or …

Talking to Your Parents about End-of-Life Planning

https://www.transamerica.com/knowledge-place/talking-your-parents-about-end-life-planning
… familiarize yourself with to increase your knowledge base. Healthcare directives After having informal discussions with your parents, it will eventually be time to capture their wishes and … ensure focus on the respective topic at hand and will help avoid oversharing irrelevant information, like financial details with a healthcare provider. A power of attorney is a legal … trusts that benefit charities while providing some economic return to their grantor or beneficiaries. 13 Special Needs Trusts Special needs trusts are legal arrangements that enable …

Financial Professional Resources

https://www.transamerica.com/retirement/financial-professionals-resources
… opinions of retirement, financial well-being, and benefits professionals to help shape and inform employee benefits programs by considering expectations about future trends.  LEARN MORE … Resource Center is your go-to source for valuable market insights, helpful articles, product information, business-building tools, and more. Learn more read-search-alternate Search and …

Thompson, Siegel & Walmsley LLC (TSW)

https://www.transamerica.com/investments/thompson-siegel-walmsley
… years of investment experience apiece, TSW’s value philosophy and an uncommon culture help it form a strong foundation for investing. Investment process and philosophy TSW's disciplined … Learn More Contact Us Speak to a representative today at  800-851-7555 . Call Us IMPORTANT INFORMATION Mutual funds are subject to market risk, including the loss of principal. Past performance is not indicative of future results. Mutual funds are sold by prospectus. Before …

Wellington Management Company LLP (Wellington)

https://www.transamerica.com/investments/wellington
… Learn More Contact Us Speak to a representative today at  800-851-7555 . Call Us IMPORTANT INFORMATION Mutual funds are subject to market risk, including the loss of principal. Past performance is not indicative of future results. Mutual funds are sold by prospectus. Before …