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ANNUITIES

Income, protection, flexibility

An annuity combined with an optional living benefit could provide an important piece of a complete and well-diversified financial strategy. Help clients find the confidence of knowing they have the opportunity to create a guaranteed and protected income stream for life that can never be reduced or outlived. Offer an opportunity to grow that income in any market so it keeps pace with inflation. And provide customizable features that can be tailored to help them meet changing needs, including investment flexibility, legacy protection, and more.

All guarantees, including optional benefits, are based on the claims-paying ability of the issuing insurance company.

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PERFORMANCE PROSPECTUS OTHER PERFORMANCE SERIES TRUST

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What are your clients looking for?
As retirement nears, many people seek the stability of a guaranteed income stream for life. Annuities with optional living benefits may help.
Investment earnings that are not taxed until withdrawals begin may provide greater compounding growth, and therefore potentially greater returns. Annuities offer tax-deferred growth.
An annuity combined with an optional Additional Death Distribution+SM (ADD+SM) benefit can help provide clients with the knowledge that after they're gone, their loved ones will have the opportunity to receive an improved payout from their variable annuity.
A fixed index annuity offers principal protection along with the opportunity to grow that principal and turn it into a guaranteed income stream for life.

What are your clients looking for?

As retirement nears, many people seek the stability of a guaranteed income stream for life. Annuities with optional living benefits may help.
Investment earnings that are not taxed until withdrawals begin may provide greater compounding growth, and therefore potentially greater returns. Annuities offer tax-deferred growth.
An annuity combined with an optional Additional Death Distribution+SM (ADD+SM) benefit can help provide clients with the knowledge that after they're gone, their loved ones will have the opportunity to receive an improved payout from their variable annuity.
A fixed index annuity offers principal protection along with the opportunity to grow that principal and turn it into a guaranteed income stream for life.

Help them invest in more ways than one

No single money manager can be the very best in every asset class. That's why we take a diversified approach to leverage the experience and insight of asset managers across the industry to give them access to a full range of strategies.

With Transamerica mutual funds, you can expose clients' portfolios to more than 180 funds.

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Transamerica variable annuities

We offer a wide variety to suit many needs. Combining one with a living benefit can help create a stable, guaranteed income stream for life that has the potential to grow. And combining one with a death benefit can help provide future financial protection for a loved one. 

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Transamerica variable annuities

We offer a range of Transamerica variable annuities. If your clients choose to pair them with a living or death benefit, it may help them find the comfort of stability, plus the potential for their income to grow.
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B-Share

A 7-year surrender charge schedule variable annuity.

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X-Share

A 9-year surrender charge schedule variable annuity with a premium enhancement.

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C-Share

A surrender charge-free variable annuity.

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I-Share

A surrender charge-free variable annuity, exclusive to managed money platforms.

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O-Share

A variable annuity with a premium-based pricing structure.

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Transamerica Inspire

A 7-year surrender charge schedule variable annuity.

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Axiom II

A 5-year surrender charge schedule variable annuity, available through exclusive distribution.

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Principium III

A lower cost, 5-year surrender charge schedule variable annuity.

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Our fixed index offering

The fixed index Transamerica Secure Retirement Index®Annuity comes with a number of surrender charge schedule options, plus you can customize it with an optional living benefit for an additional fee.

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Compare Transamerica Living Benefits

See how our suite of benefits can help protect your clients' assets at the most crucial stage of their lives.

FIND THE RIGHT FIT

Value beyond product

We know building your business takes more than merely offering the right products. So we've compiled insight from top academic, industry, and independent professionals to share with you. Use these resources to grow your practice and deepen your client relationships. 


Because when you succeed, we succeed.

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Show Clients How to Pensionize Their Savings
Investments Transamerica

If your client’s retirement strategy is coming up short on funds, you can help them strategize a way to fill the gaps. Use this handy infographic to show them a step-by-step plan that includes creating their own pension.
What’s Covered, What’s Not by Medicare Parts A and B
Protection Catherine Tsai
Even if you’re a financial professional who doesn’t specialize in Medicare, you can pass along tips to help clients and their families.
Do Your Clients Have Enough to Live to 100?
Protection Kaitlyn Schlicht
People are living longer, which will mean more time spent in retirement. Half of people under the age of 50 have no money saved for retirement, according to the U.S. Government Accountability Office. For many people, saving for retirement only becomes a high priority when they turn 50.
Action Steps for Retirement Readiness
Budget Kastle Waserman
The majority of Americans feel responsible for making sure they’ll have what they need for retirement. Many are worried they aren’t putting away enough. Most lack the financial know-how to invest properly so they need your help.

Customize a Personal Pension Strategy that you can print or email to your client.

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800-851-7555