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News - Transamerica Wins Six Industry “Eddy Awards” for Investment Education

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… organization in a 50,000-square-mile region, launched an innovative digital campaign to inform and educate more than 3,600 employees about significant changes to its 401(k) plan. The campaign achieved remarkable engagement, with a 53% email open … Plan and Employee Stock Ownership Program (ESOP), securing $11 million in assets with new beneficiary designations. Trek’s innovative approach heightened employee engagement and …

Transamerica Asset Allocation Variable Funds Form N-PX

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… Transamerica Asset Allocation Variable Funds Form N-PX Asset TAAVF N-PX 2021.pdf April 26, 2022 Transamerica Asset Allocation Variable Funds Form N-PX Related Articles Fed Remains on Course for Lower Rates Fed Remains on Course for Lower …

Higher Education Institutions Implementing Changes to Improve Retirement Readiness of Employees

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Higher Education institutions are responding to the shifting retirement landscape by adopting practices more commonly seen in the corporate sector, such as working with plan advisors, monitoring the retirement readiness of employees, implementing automatic enrollment features and streamlining retirement plans, according to a research report released today by Transamerica Retirement Solutions. The report, Retirement Plans for Institutions of Higher Education, was created from interviews with 117 retirement plan sponsors in the Higher Education sector.

Advanced Markets

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… Advanced Markets Advanced Markets Resource spotlight IRS Form 1040 Review Guide After you file your taxes, review your 1040 form with your financial … and Required Minimum Distributions Investment-Only Strategy Pass-In-Kind Strategy Restricted Beneficiary Payout Tax-deferred Growth Charitable Remainder Trusts Spousal Lifetime Access Trust … make tax time less taxing for clients. Stay on top of the ever-changing landscape with updated forms, rules, and guidance. Guide to Form 1040 Income Tax Implications of Life Insurance Living …

The Top Nine Features of Life Insurance

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… benefit and can also offer cash value accumulation. The death benefit is what is paid to your beneficiaries when you pass away. Cash value accumulation is a separate component that allows you … future. 1. Protect your loved ones At a very basic level, life insurance can function as a form of income replacement. Whether or not you’re the main source of income for your family, it’s … burden. 2 9. Help with charitable planning By designating a charitable organization as the beneficiary of a life insurance policy, people can leave an “amplified” gift for the causes they …

Crucial Conversations

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… financial strategies with older clients, as well as their broader family circle and beneficiaries. Watch video Caregiving: Challenge and Opportunity Ryan Bertrand, Director of … Millennials and estate planning Talking to aging parents about their estates often requires a beneficiary to take a tactful approach. learn more The needs of aging parents Help Millennials … resources Helpful materials you can use to facilitate crucial conversations Estate and Beneficiary Planning Guide To Estate Planning Financial Professional Guide To Estate Planning …

News - 2022 Eddy Awards

https://www.transamerica.com/news/2022-eddy-awards

… the campaign took advantage of the opportunity to remind employees of the importance of beneficiary designation, so designation instructions were included in the campaign. The campaign proved successful and caused many to take positive action and update their beneficiaries. Medical College of Wisconsin - 2 nd Place: COVID-19 Communications … offers as they think of themselves in challenging situations. The email campaign consisted of information on account security, beneficiary designation, and Roth contributions. Results were …

Understanding Final Expense Life Insurance

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… to qualify for and has a guaranteed death benefit, as long as the premiums are paid. 1 The beneficiary of a final expense policy can use the money on more than just end-of-life expenses, … has the funds to pay for the arrangements you’d like, that money likely won’t get to your beneficiaries for several months. 1 That’s where final expense life insurance can step in. It’s … truly be spent on anything. There aren’t any rules mandating what the money must cover, so the beneficiary is free to use it for mortgage payments, taxes, medical bills, savings, vacation …

A Millennial Perspective on Caregiving

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… activities and not have to handle home maintenance?” The answers to these questions should form the advice you, as a financial planner, would give your client about how to prepare for … Transamerica Resources, Inc., does not offer insurance products or securities. The information provided is for educational purposes only and should not be construed as insurance, … questions. Budget Longevity Savings Related Articles A Millennial Perspective on Estate and Beneficiary Planning A Millennial Perspective on Estate and Beneficiary Planning Living with …

Why Homeowners Want Mortgage Life Insurance

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… unexpectedly within the time period, or term, covered by your term life insurance policy, your beneficiaries would get a payout that can help cover bills, final expenses , and debt, like that … of paying off your mortgage if the worst happens. Typically, your mortgage lender is the beneficiary. You’ll pay a monthly premium for coverage for the term of your mortgage. So, if you … down payment is less than 20%. It protects the lender if you default on your loan. MPI or a form of term-life insurance for mortgage protection is something homeowners choose to buy to help …