Marketing to Families
Producer Resources
Brochures:
Irrevocable Life Insurance Trust
(PDF)
Continuing Education:
Estate Planning: A Matter of Choice
(PPT)
Life Insurance in Legacy Planning
(PPT)
Sales Tools
Consumer Brochures:
Annual Gifting
(PDF)
Blended Families Consumer Brochure
(PDF)
Dynasty Trust Consumer Brochure
(PDF)
Estate Planning Fact Finder
(PDF)
Grantor Retained Annuity Trust
(PDF)
Qualified Personal Residence Trust
(PDF)
Consumer Presentations:
Blended Families
(PPT)
Dynasty Trust
(PPT)
To learn more, call us today.
Advanced Marketing Department: 866-545-9058
lifesales@transamerica.com
OLA 1813A 0310