Launching in New York
Coming soon to New York, the Transamerica Structured Index Advantage® Annuity NY — a registered index-linked annuity — provides the opportunity for investment growth potential and downside market protection in a no-cost solution. It's designed to help put clients in control of their retirement.
Client needs are constantly evolving. The Transamerica Structured Index Advantage Annuity NY is an all-weather strategy that adapts to meet changing markets as well as client and financial professional needs. It is a friendly, simple, flexible, and cost-effective solution.
In short, it helps clients prepare for their future, their way.
SIMPLICITY. FLEXIBILITY. CONTROL.
A streamlined solution that can be tailored to help meet personalized objectives.
- Clients start by choosing a 1-, 2-, or 6-year Crediting Period, depending on how long they want to invest.
- They set their protection level to help guard against market downturns — either a 10, 15, or 20% buffer
- Clients can capture positive returns based on the performance of the S&P 500® Index.
Growth potential combined with the ability to limit downside risk.
- The confidence to stay invested through market cycles
- A no-cost solution to help protect and grow assets
- Tax-deferred growth and the ability to avoid paying taxes until they take withdrawals
Please review the following documents carefully for your information and due diligence needs.
Marketing material drafts
Drafts of important documents
Sample application
Sample application for your reference
NY disclosure form
Information about the account options, index annuities, and more
Sample contract
An example of the policy clients will receive upon completing the application process
NY prospectus
Information about how the policy can accumulate funds
NAIC training deck
A training presentation for financial professionals
The S&P 500® Index is a product of S&P Dow Jones Indices LLC (SPDJI) or its affiliates and has been licensed for use by Transamerica Financial Life Insurance Company (TFLIC). S&P®, S&P 500, US 500, The 500, iBoxx®, iTraxx®, and CDX® are trademarks of S&P Global, Inc., (S&P) or its affiliates; Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by TFLIC. Transamerica Structured Index Advantage® Annuity NY is not sponsored, endorsed, sold, or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Index.
Annuities issued in New York by Transamerica Financial Life Insurance Company, Harrison, N.Y. Annuities are underwritten and distributed by Transamerica Capital, Inc., 1801 California St., Suite 5200, Denver, CO 80202, FINRA member. References to Transamerica may pertain to one or all of these companies.
CONFIDENTIAL: For Firm Due Diligence Use Only. Not for Use With Your Firm’s Representative or the Public.