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Trendsetter® LB (Living Benefits)

The Trendsetter® LB is a term life insurance policy with Chronic, Critical and Terminal Illness living benefits, initial level premium periods and convenient non-med options available from $25,000 to $249,999.

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EBM 521WFG 1111

Contact Us

1-800-322-3796, Option 5

Guide to Doing Business with Transamerica

Important information on getting appointed, new business processing, monitoring your pending business, policy issuance and delivery requirements are outlined in the Guide to Doing Business with Transamerica.

Transamerica Life Insurance Company
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Transamerica Financial Life Insurance Company
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The appointment process starts with the appointment application. You can complete the appointment process by utilizing the eAgentApp on myWFG.

Withdrawal/Surrender Request Requirement

Effective December 1, 2017 we will now require the Withdrawal/Surrender Request form WithSurr0917 to be completed and sent to New Business when doing an Internal Replacement of an existing policy. This form is required prior to printing any internal replacement policy and is only required on non-1035 applications. It is available for download on transamerica.com/wfg under Forms Finder. It can also be attached and submitted with the application in iGO.

You will need to complete the following sections:

  • Section 1 completed to its entirety
  • Section 2 under “Surrender Options” – In special instructions provide the following verbiage “Surrender existing coverage when new coverage is placed inforce”, provide the new policy number.
  • Section 4 with all the appropriate signatures.​

Get appointed today!

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