BUILD YOUR BUSINESS BY FOCUSING ON CLIENTS' WEALTH + HEALTH

What clients want

Clients have more choices than ever. As people live longer, financial professionals are in a unique position to help them work toward living well. That means building strategies that account for everything that could affect their finances, including their health.

Use the powerful link between wealth + health to show your value and help clients save, invest, protect assets, and retire. We'll show you how.

81% of clients say it would be extremely or very valuable for a financial professional to consider clients' health and potential healthcare expenses when building their financial strategy.
-Luntz Global Partners/Transamerica, 2016

Get inspired

With fresh insights from top academic, industry, and independent researchers, Transamerica's New Age of Advice serves up articles to help you bring the wealth + health connection to life in everyday conversations with clients.

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START THE WEALTH + HEALTH CONVERSATION

Clients can save up to $2,500 a year in health costs just by exercising.* That's $2,500 more in their portfolios. 

*American Heart Association, 2016

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Our lineup of solutions will help you give clients real answers to real-life challenges, so you can serve them from the time they're just starting out til they cross the finish line on their financial goals.

A how-to for to-dos

Get clients stoked on reaching their financial and fitness goals with an ecosystem of resources where they can learn more about what they can do right now.

The latest

Whether your clients are employers or consumers, we're building new experiences to make it easy for them to see their wealth and health numbers - and take action.

"Investing in your health is just as critical as investing in your retirement. This represents the future of sound advice."

- JOSEPH COUGHLIN, PH.D., MASSACHUSETTS INSTITUTE OF TECHNOLOGY AGELAB DIRECTOR

There’s more on the way

We heard you when you told us you want innovative tech solutions, efficient ways to do business, and data-driven insights to help grow your client base. Your feedback is fueling what we’re building in the coming year.

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