Showing 81 - 90 of 428 results
Diversified Brokerage Services (DBS)
https://www.transamerica.com/dbs
… exam. Forbes USA Today Recent enhancements New iGO e-App and underwriting experience for term and IUL Same great products, new and improved iGO® e-App.* This enhanced experience reduces … widely recognized index account options and a variety of optional living benefits such as Long Term Care, and Critical and Chronic Accelerated Death Benefit Riders for a variety of client needs. …
Behavioral Finance and Your Clients’ Portfolios
https://www.transamerica.com/knowledge-place/behavioral-finance-and-your-clients-portfolios
… be driven by emotion. Clients may need help with self-control, and they may be influenced by long-held biases toward spending and saving. Slipping into familiar habits can happen when life … economic downturn strikes. While juggling families, friends, personal health, careers, short-term needs, and long-term goals, clients may easily slip into behaviors that are detrimental to … Aegon company and is affiliated with various companies which include, but are not limited to, insurance companies and broker-dealers. Transamerica Resources, Inc. does not offer insurance …
Helping Clients Decide When to Claim Social Security
https://www.transamerica.com/knowledge-place/helping-clients-decide-when-claim-social-security
… them make the best decision. To accommodate longer lifespans, it may help clients to take the long view by delaying claiming Social Security until age 70. One of the biggest decisions you can … retirement benefits. Their FRA is either 66 or 67, depending on their date of birth. Primary Insurance Amount (PIA): The PIA is the Social Security Administration’s calculation of a worker’s …
Transamerica Structured Index Advantage℠ Interactive Tool
https://www.transamerica.com/annuities/rila/interactive-tool
… Index Information Other Information Key Terms Left Left Registered Index-linked Annuities are long-term, tax-deferred vehicles designed for retirement purposes and are not for everyone. They are … guarantees, including optional benefits, are based on the claims-paying ability of the issuing insurance company. You cannot directly invest in an index and the annuity does not participate …
Transamerica Structured Index Advantage Annuity Disclosures
https://www.transamerica.com/annuities/rila/disclosures
… Index Information Other Information Key Terms Left Left Registered Index-linked Annuities are long-term, tax-deferred vehicles designed for retirement purposes and are not for everyone. They are … guarantees, including optional benefits, are based on the claims-paying ability of the issuing insurance company. You cannot directly invest in an index and the annuity does not participate …
We're in this together
https://www.transamerica.com/covid19-information
… is committed to serving your needs through these challenging times. Most of our customer care representatives are now working from home. In some rare instances where essential employees … that date, a claims examiner will review your specific request on a claim-by-claim basis. For Long Term Care Policyholders Am I able to pay premiums over the phone? Yes, we can accept premium …
Employee Benefit Message
https://www.transamerica.com/employee-benefit-message
… SM is at the core of what we do. After all, Transamerica is committed to helping you take care of your health without letting the costs compromise your financial security. That’s why … are under the care of a physician, therefore would not be eligible for claim payment. Short Term Disability Income Insurance Transamerica’s short term disability income insurance ( TransDI … another provider, we will consider you eligible for benefits through April 30, 2020, as long as premiums continue to be paid to Transamerica. We’ll continue to review the situation and …
Tax Center
https://www.transamerica.com/investments/tax-center
… taxable. Other important distribution information for individual taxpayers: Distributions of long-term capital gains and from certain qualified dividends are generally not taxed at a rate greater … when an individual buys an investment, such as a mutual fund, limited partnership, annuity, or insurance policy. The load is clubbed with the first payment made by an investor, so the total …