New Agent Onboarding
Welcome Aboard! Here's What to Expect
Welcome to Transamerica! Once you've been appointed, you will receive a brief series of emails covering everything you need to know as a new agent, including brand knowledge, product trainings, illustrations, our e-app overview, and more. If you missed an email, you can always catch up below.
Welcome Email
Transamerica Product Info
Transamerica Financial Foundation IUL® 101
Connecting with Your Clients
Illustration and iGO e-App® Training
New Business and Underwriting
Graduation
Preparing for Your First Sale
- Learn how to run an illustration with Life Illustrator. Illustrations will help your client envision the best policy for their needs. Go to the Tools page to learn more about Life Illustrator or get started by downloading this flyer.
- Submit you clients' cases through our electronic app, iGO e-App®. Access through MyWFG.
- Save time with the Transamerica selling experience. Learn how to sign up for DocuSign and Policy eDelivery. View Deck
- Review Client guides
- Review Underwriting Guidelines; Consumer Guide to Underwriting, Life Underwriting Guidelines.
Transamerica Dedicated WFG Number: 800-322-3796
Important numbers/extensions:
- Press 1 for Pending New Business or Underwriting
- Press 2 for Inforce policy
- Press 3 for Annuity Customer Service
- Press 4 for Contract Licensing
- Press 5 for Commissions
- Press 6 for Sales Support
- Press 7 for Regulation 60 Questions
- TLIC In Force: 800-852-4678
Helpful Documents to Download
Interested in Selling Life Insurance in New York?
For specific guidance on selling in New York, please download the document below. These are the first steps you need to take before you can help protect your New York clients. We look forward to seeing your business grow!
Weekly Webinars For New Agents
As a new agent you will have access to special webinars to help propel your business forward. There are four webinars in total, one a week, and we're confident you will find value in each as you start your business journey.
Register and Bookmark Our Sites
Know where to get specific questions answered, find out about additional appointments, and manage your business with our convenient online resources.
Celebrating Success
Once you complete your first sale with Transamerica, we'll celebrate your milestone in two ways.
First Timer Gift
Cheers! Celebrate your first sale with a complimentary Transamerica water bottle and a note from your RVP.
First Timer Email
Check your inbox for a special email with additional tips to help you keep your momentum.
Don't Stop There!
First sale completed? Keep your momentum going with these additional prospecting tools. Reach more clients and develop new relationships.
Explore sales strategies, download prospecting letters, access direct mail templates, and target prospects online with our pre-built social media campaign.
Grow Your Social Presence
Reach clients anytime, anywhere, with our Social Media University. This free series will help you set yourself apart online by providing basic and advanced tactics of social media marketing. Each free class includes an ebook and video lesson — all adhering to FINRA regulations. Once you're up to speed, use our pre-built social campaigns (located on the Prospecting Resources page) to target prospects online.
Keep Pushing with Advanced Markets
Growth Should be Limitless
Growing your business can seem overwhelming at times, which is why members of our Advanced Markets Group are lending their seasoned experience with free live webinars, recorded sessions, and the latest in thought leadership. Click the link and scroll down past the New Agent Webinars to see our library of on-demand webinars.
How We Celebrate
YOUR Success
Red Shoe Club
Since 2019, agents in the Red Shoe Club program have changed the life insurance landscape by protecting thousands of families, caring for their communities, and forming a family of their very own. See how you can qualify for exclusive perks and rewards.
How We Celebrate
YOUR Success
Premier Services Group
Premier Services Group (PSG) provides concierge, white-glove service for our valued agents. Those who qualify gain access to a one-on-one relationship with a PSG Partner who will handle all your personal Transamerica business needs. See how you can qualify today!
