Transamerica International Equity Class R6 · NASDAQ:TAINX
Transamerica International Equity Class R6 — Transamerica — Investor Presentation (2021)
24 slides from Transamerica International Equity Class R6's investor presentation, 2021
Slide 1: The Transamerica Final Expense Solutions Portfolio
THE TRANSAMERICA FINAL EXPENSE SOLUTIONS PORTFOLIO For Agent Use Only. Not for Use With the Public. 133508R2
Slide 2: • The Transamerica difference • Meeting client needs • Understanding the opportunity
• The Transamerica difference • Meeting client needs • Understanding the opportunity • Competitive product features • Marketing tools to grow your business For Agent Use Only. Not for Use With the Public. 2
Slide 3: The Transamerica difference
• Wealth + Health℠ • Trusted brand for over 100 years • A highly rated insurance company • Wide portfolio of products to meet client needs For Agent Use Only. Not for Use With the Public. 3
Slide 4: Helping protect their families
HELPING PROTECT THEIR FAMILIES An important part of insurance planning is helping protect your client’s family from unexpected financial burdens, especially final expenses. No one knows what the future may hold, but taking action today can help them ensure that their loved ones are cared for in the
Slide 5: Addressing different segments
ADDRESSING DIFFERENT SEGMENTS • Baby Boomers & seniors • Younger families • Mass affluent & middle market • Health-impaired individuals For Agent Use Only. Not for Use With the Public. 5
Slide 6: Final Expense is simple
• Final Expense is simple • People need it • Growing target market • Career freedom and flexibility For Agent Use Only. Not for Use With the Public. 6
Slide 7: Getting coverage is fast and easy
• Getting coverage is fast and easy • Includes reliable premiums • Provides flexible benefits through riders • Offers additional benefits in most states • Expedited claims up to $25,000 For Agent Use Only. Not for Use With the Public. 7
Slide 8: Apply with iGO e-App Express Protect Underwriting
Apply With iGO e-App® Express Protect Underwriting℠ • Write business electronically • Place business faster • Always submit in good order • Get paid sooner • Access in Agent + Advisor Portal • Streamlined, consolidated guidelines • No “approved other than applied” • Insureds 0-85 For Agent Use Only.
Slide 9: Grow your business with the Final Expense Solutions Portfolio
• Grow your business with the Final Expense Solutions Portfolio • The new simplified process allows you to do more in less time with our three portfolio options — Immediate Solution, 10-Pay Solution, and Easy Solution • The client’s medical history determines product eligibility For Agent Use Only.
Slide 10: Product Overview
PRODUCT OVERVIEW Premium paying period: Benefit period: Level premiums to age 121 This product matures at age 121. Age last birthday issue ages: Policy loans: 01–85 The policy loan rate is variable, not to exceed 8%. Minimum issue amount: Additional Benefits/Riders:2 $1,000 • Accelerated Death Benef
Slide 11: Product Overview
PRODUCT OVERVIEW Premium paying period: Benefit period: Level premiums for 10 years This product matures at age 121. Age last birthday issue ages: Policy loans: 01–85 The policy loan rate is variable, not to exceed 8%. Minimum issue amount: Additional Benefits/Riders:2 $1,000 • Accelerated Death Ben
Slide 12: Product Overview
PRODUCT OVERVIEW Premium paying period: Benefit period: Level premiums to age 121 This product matures at age 121 Age last birthday issue ages: Death benefit: 18-80; In New York, 50-75 The death benefit during the first two policy years is based on the face amount for accidental death of the insured
Slide 13: iGO e-App with Express Protect Underwriting
Transamerica offers the iGO e-App ® with Express Protect UnderwritingSM, making it easier to submit business with the potential for same-day coverage. For Agent Use Only. Not for Use With the Public. 13
Slide 14: Steps to quote, apply and place a case
1. Run a quote for your client at transamerica.com/quote-fe 2. Register for our mobile-friendly Agent + Advisor Portal 3. Apply using iGO e-App® 4. Evaluate the proposed insured — happens behind the scenes with Express Protect UnderwritingSM 5. Get decision notification by email shortly after you su
Slide 15: Flexible benefits through riders
• Social Security billing authorization feature • Nursing Home Benefit Rider • Provides flexible benefits through riders • Children's and Grandchildren's Rider For Agent Use Only. Not for Use With the Public. 15
Slide 16: Social Security billing authorization feature
• Utilize Social Security billing authorization feature for clients receiving Social Security benefits • Convenient for your clients • Good for your business 1 Transamerica final expense policy data, 2017-2020 For Agent Use Only. Not for Use With the Public. 16
Slide 17: Nursing Home Benefit Rider
• Nursing Home Benefit Rider2 available at no extra cost to those who qualify • The rider pays the face amount less interest discount, loans, administrative charge, and premiums that would be due in the next year. • Eligibility based on diagnosis of qualifying event or confinement in qualified nursi
Slide 18: Children's/Grandchildren's rider
• 2.9 million grandparents are raising their grandchildren • Final expense is one solution for an entire family 1 • Children’s/Grandchildren’s rider 1. Clients can add up to nine children and grandchildren to one policy 2. No health questions 3. Rider can be converted to permanent policy2 1 More and
Slide 19: Agent consumer kit
cloud.email.transamerica.com/agent_consumer_kit/ For Agent Use Only. Not for Use With the Public. 19
Slide 20: Agent product and underwriting guide, spec sheet
Final Expense Agent Product and Underwriting Guide Final Expense Spec Sheet For Agent Use Only. Not for Use With the Public. 20
Slide 21: Where We Win competitive comparison
Final Expense Where We Win Competitive Comparison Agent Activation Flyer Agent iGO E-App Training Video 21
Slide 22: Social Security billing video and presentation
Social Security Billing Video Social Security Billing Presentation For Agent Use Only. Not for Use With the Public. 22
Slide 23: Client video, worksheet and consumer brochure
Final Expense Client Video My Last Will Worksheet Final Expense Consumer Brochure For Agent Use Only. Not for Use With the Public. 23
Slide 24: Life insurance products are issued by Transamerica Life Insurance Company, Cedar Rapids, IA, or
Life insurance products are issued by Transamerica Life Insurance Company, Cedar Rapids, IA, or Transamerica Financial Life Insurance Company, Harrison, NY. Transamerica Financial Life Insurance Company is authorized to conduct business in New York. Transamerica Life Insurance Company is authorized