Employee Group Meetings

Transamerica has a long standing relationship with financial advisors, as we have a shared mission to help people pursue a successful retirement. If you are a financial advisor working with Transamerica and would like to make an educational retirement presentation to a group of plan participants, we can provide you with a PowerPoint.  

You will be able to choose from slides covering a range of topics, include the importance of joining your workplace retirement plan, details about the transition (for new clients), or any pertinent plan-specific highlights such as a match formula or auto-increase feature.

Please allow between 2 and 3 weeks for your Powerpoint to be completed once you have initiated the request. To initiate a request for a Group Meeting PowerPoint, please contact your Transamerica representative. Please read and review this FINANCIAL ADVISOR PRESENTATION USER AGREEMENT, which you will be required to sign and return before you receive the PowerPoint.

This material is being provided for informational purposes only. It should not be viewed as an investment recommendation by Transamerica for customers or prospective customers. Customers seeking advice regarding their particular investment needs should contact a financial professional.

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