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Downloads

TransAmerica Application Process Script (pdf)

Download

Field Guide for Term Life Insurance (pdf)

Download

Consumer Guide to Transamericas Trensetter Super Series (pdf)

Download

Trendsetter LB Consumer Brochure English (pdf)

Download

TA Final Expense Record Sales PPT Updt 11252024 Brkg SE ESR(002) (pdf)

Download

Final Expense Agent Gide with New Underwriting Experience (pdf)

Download

TransAmerica Hotlinks
  1. The Sales Desk for Support and Training 1-866-545-9058, 

  2. secure.transamerica.com/ for Single Sign On (SSO) access to the Agent Home Page, Agent Net Info (ANI), illustrations, applications, etc.

  3. MO Case Management for outstanding requirements, placing cases, etc.:  MOCaseManagement@Transamerica.com

  4. Internal Wholesalers - Aaron Barnes, 720-493-2373 & Will Whichard, 720-482-1595 for 1 on 1 FE, Term, or IUL training, and sales support 

  5. Your Transamerica RVP, Eric Rebenkoff, 954-592-9200 for OSA Downline Trainings, Case Design, Advanced Sales, & Business Growth Expertise 

  6. Transamerica Marketing Quick Links for quote tools, product guides, videos, and presentation tools

 

 

 

Updated SSO flyer for New Agents

Updated SSO flyer for Existing Agents

Demo Deck for BKG

Life Access Flyer

How to Assign Delegate Flyer (BKG)

Life Access promo video

Delegates FAQ

Term Quote Tool :      https://m.lifesales.transamerica.com/

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