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MORE THAN MONEY
A Wealth + Health℠ Podcast
The undeniable connection between Wealth + Health prompts questions that should be addressed by every financial professional. Clients are concerned about retirement readiness, healthcare costs, protecting their families, and their quality of life. More Than Money lets you hear from experts on both sides of the equation to help you create financial strategies that are about more than just dollars and cents.
About the authors
Ryan Bertrand, CFP®, CLU®
VP, Managing Director of Advanced Markets
Ryan has nearly 20 years of experience in the financial services industry. As the head of Transamerica’s Advanced Markets Group, he provides subject matter expertise on topics that include estate planning, taxation, retirement plans, charitable giving, and investments. The Advanced Markets Group is a group of CLPs, CLUs, and CHFCs — even a medical doctor — that ensure they cover every facet of Wealth + Health planning.
Brian Forbes
Director of Thought Leadership
As the Director of Thought Leadership for Transamerica, Brian oversees research and sales enablement programs focused on healthcare costs, caregiving, and retirement. He manages partnerships in those areas that include MIT AgeLab and American Heart Association, while collaborating with the Aegon Center for Longevity and Retirement, and the Transamerica Institute. Brian also oversees Transamerica’s sponsored athletes and sports relationships.
Advanced Markets Group
From IRA distributions and annuity titling to tax strategies and Social Security, the members of the Advanced Markets Group have the knowledge and experience to help financial professionals connect with their clients even more effectively. Explore their best practices and contact the team to make the most of this valuable resource.