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It may feel like there is a lot to learn

Welcome to the Transamerica community! We know there is a lot to learn so we put together some steps to get you on the road to success. Work through each action item to get the tips, tutorials, and tools to help you be the best you can be. We look forward to seeing your business grow!

Check in regularly to make sure you are on the right path for success.

Familiarize yourself with the brand

Discover different approaches in talking to your clients about how their health may impact their wealth. Read up on ways to position your conversations on our Knowledge Place website.

Guide to doing business

Know who to reach out to with questions, find out about additional appointments and set up accounts and manage your business with our online resources.

Products overview

Find out why Transamerica is a trusted brand, our financial strength ratings, view our life products webinar, and learn more about our insurance products.

Intro to Financial Foundation IUL® (FFIUL)

Learn everything there is to know about FFIUL life insurance through our videos and agent guides.

How to talk to clients about FFIUL

Get talking points on how FFIUL insurance benefits your clients and get your client conversations off on the right foot.

Run an illustration

Get up to speed on our illustration software, myTranswareSM, through our videos, webinar, and other trainings so you can guide your clients through their life insurance journey with ease.

Submit a case

Easily submit electronic, error-free applications through the iGO® sales tool. Get policies submitted faster, which means you get paid quicker.

New business/underwriting

Learn why and how getting to know your clients through medical and financial screenings is an important step toward providing the more accurate picture of the applicant to Transamerica.

Learn Trendsetter® LB

With Trendsetter LB, you can help your clients maintain their quality of life in the event of a critical or chronic illness. Plus, the remaining death benefit will still be there to protect their family. Learn more through our guides and videos.

Learn Trendsetter® Super

Trendsetter Super provides competitively priced term insurance coverage for 10, 15, 20, 25 or 30-year periods. Learn more through our guides and flyers.

Grow your business

Get the word out on your business and build your client book with our product kits and networking opportunities on social media