Agent Checklist

Follow along with each step of the new agent checklist.

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Training and Webinars

Sign up for our webinars to take your business to the next level.

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Your Home Base

Agent Central has everything you need to maximize your effectiveness as an agent. Here you'll find detailed product information, how-to guides, underwriting tips, e-app assistance, incentive programs, and additional helpful resources. Be sure to bookmark this page for quick access in the future.

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Our Product Materials

Since different clients have different needs, we offer a variety of life insurance solutions.

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Agent Resources

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Insurance Updates (Nonmedical)

Transamerica has been working hard to enhance our product offerings and introducing new ways to do business. Visit this page to discover our newest updates.

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Prospecting Tools

Online resource kit with prospecting materials and social media toolkits.

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Looking through Transamerica Sales Materials

Order Sales Materials

View, download, and order everything you need here. You'll find sales kits, client brochures, new business forms, and more.

Click here to view the Merrill Connect User Guide with instructions on how to access and use Merrill Connect.

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Getting to know Transamerica

People want to live long, healthy lives with the financial means to do so — and we're here to help. Our life insurance solutions are designed to give your clients and their families the peace of mind they need and the protection they deserve.

Why TAN?
Why TA?
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Training and Webinars

To help keep your business growing, we've prepared free webinars, tips for best practices, and blog content just for agents like you.
Learn More

Contact Us

Need help running an illustration? Have product questions or need field underwriting support? Talk to one of our experts. The National Sales Desk is here to help and can be reached at 410-223-4485, Option 6.

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