Women and Investing

Being there for her

Women have become a financial powerhouse. Today, they control 40% of global wealth1 and more than 70% of all consumer purchasing in the United States.2
 
Yet many women leave financial professionals because they haven’t developed a strong, trustworthy relationship. They often believe they’re not understood, or even heard. Many forge ahead alone, without proper guidance during key moments in their lives.
 
Financial professionals who start the important conversations and ask the right questions will create an opportunity to set their businesses apart, and they'll help prepare women for a long, happy life of financial security.

What do women want from retirement?

Providing sound guidance requires understanding the unique events that will impact women during their lives and offering the right strategies they'll need to pursue individual goals.

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THE FUTURE IS FEMALE
When it comes to financial services, you may have heard the future of wealth is female. Given the latest research, it's fair to say that future is now. 

Guidance through life's milestones

Women will face some common challenges that come with unique dynamics. These are the times they'll need you most — to provide important financial insight during key moments in their lives.
EMPOWERING WOMEN ONE CLICK AT A TIME
Transamerica will donate $1 for every social engagement during the month of March to Savvy Ladies, a nonprofit dedicated to empowering women on their journey to financial independence. Simply share or post about a woman who inspires you and tag @transamerica and @savvyladies and include #womenwhoinspire.

Resources and tools

Helpful materials you can use to guide meaningful conversations with female clients.

CAREGIVING CHECKLIST
 
PLANNING YOUR OWN CARE CHECKLIST
 
THE DIVORCE CHECKLIST FOR WOMEN
 
A FINANCIAL DECISION-MAKING TIMELINE FOR WOMEN
 
A WIDOW'S JOURNEY CHECKLIST