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.