|
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 and financial wellness. If you are a financial advisor working with Transamerica retirement plans and would like to deliver an educational presentation to a group of employees or plan participants, you’ll find PowerPoints for your use on this page. Retirement Plan Essentials: Encourages employees to enroll in their workplace retirement plan or long-time participants to re-engage with the plan and learn about its latest features. DOWNLOAD Welcome to Transamerica: New client presentation to introduce employees to Transamerica, their new retirement plan provider, and explain details of the transition. DOWNLOAD Investing for Retirement: Addresses the importance of keeping a long-term perspective and other fundamental investing principles. DOWNLOAD Managed Advice®: Provides an overview of Transamerica’s managed account service. Intended for use only with plans that offer Managed Advice. DOWNLOAD Financial Wellness: Reviewing the tools, resources, and solutions the workplace retirement plan has to offer to improve employees' overall financial wellness and personal well-being. DOWNLOAD Women and Retirement: Hones in on the unique issues women face when preparing for their financial future. DOWNLOAD Money Management Essentials: Covers the importance of saving, budgeting, credit, and debt management. DOWNLOAD Security and Fraud Protection: Learn what Transamerica is doing to protect participant retirement accounts and what steps they can take for increased security. DOWNLOAD Preparing for Retirement Estate & Legacy Planning: Discover the three reasons to have an estate plan, its components, and how to put a plan in place. DOWNLOAD Get Ready to Retire: Walks participants through the five key areas to consider as retirement approaches; lifestyle, investments, income, healthcare, and legacy. DOWNLOAD Guide to Retirement Income Planning: Draws attention to the importance of creating a sustainable income plan for retirement, outlining the different distribution strategies to consider. DOWNLOAD Please note that by downloading or using this material, you acknowledge and agree to the following:
This material is being provided by Transamerica for your convenience only. The material is not designed to reflect your advertising rules or requirements, and you are responsible for ensuring its compliance with your organization’s policies and procedures.
You agree to use this material in compliance with all applicable laws and regulations. You agree to notify Transamerica immediately if you obtain information as to any unauthorized possession or use of this material, and to fully cooperate with Transamerica in protecting Transamerica’s rights.
You are not permitted to create derivative works based on the material or any portion thereof; nor will you extract or use any photographs, graphics, fonts, or other design elements outside and apart from the material provided. In the event the material allows you to input specific information about a plan, you agree that you are responsible for the accuracy of such information, and you will hold Transamerica harmless and indemnify Transamerica in the event such information is misrepresented to a client.
Any description or representation regarding Transamerica’s products or services made by you must be consistent with the information included in our approved materials, and you agree to only use materials supplied by us when presenting and/or discussing Transamerica’s products and services with clients.
You agree that you are responsible for any suitability obligations owed to any plan or plan participants to whom you provide guidance or make recommendations.
You agree not to use any material beyond the expiration date indicated on such material.
You agree to indemnify Transamerica and its affiliates against any and all claims, expenses and losses (including reasonable attorneys' fees) incurred as a result of your breach of the terms set forth above. 255474R2 (08/22) |
