Training and Webinars
Growth Should be Limitless
Growing your business often comes with growing pains — which is why we've included helpful resources below. Manage your campaigns on the go, stay up to date with webinars, and get informed with the latest thought leadership.
Power Hour
TAN Power Hour - Learn From The Top Selling FCIUL Expert
April 17, 2024 12PM CST
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TAN Power Hour - HPN University
April 24, 2024 12PM CST
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TAN Power Hour - Social Security
May 1, 2024 12PM CST
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TAN Power Hour - Learn From The Top Selling Term Expert
May 15, 2024 12PM CST
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TAN Power Hour - Learn From Our Top FFIUL Leader
June 5, 2024 12PM CST
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TAN Power Hour - Election Year Strategies
June 12, 2024 12PM CST
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Product Knowledge
Field Guide Training - Every Tuesday at 11 AM EST
Class 1 - Field Guide to Web Portals
Join us to learn more about TA Agent Net Info, TAN Central, Life Access, and Single Sign On (SSO). We will discuss in detail how to navigate with those Portals.
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Class 2 - Introduction to Products
Join us to learn about Transamerica's Life products. We will also look at the product offerings at UFS, Lumico, AMS, and Crump.
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Class 3 - Field Guide to Transamerica's Financial Foundation Index Universal Life
Join us to learn about the details of our FFIUL. We will go over how the policy works, including all the riders, and the index accounts.
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Class 4- Field Guide to Transamerica's Life Illustrator
Join us to learn more about our new quoting tool. We will dive deep in the details of several different scenarios and look at how to navigate the illustrator.
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Recorded Webinars:
TAN Training Tuesday Class 1: Introduction to TAN
TAN Training Tuesday Class 2: Introduction to Web Portals
Vendor Webinars
TAN-AMS Agent Development & Annuity Training Series
Join us for new content every Thursday at 2:00 PM EST.
Thursday April 11, 2024
Fixed Index Annuity (FIA) Academy
These solutions combine the unique opportunity for market-like gains with downside protection.
Thursday April 18, 2024
AMS-TAN Site Tour & Demo
Get appointed, research product, submit business & more! We'll show you how.
Thursday April 25, 2024
Product Highlight
We'll show you the solutions our most successful advisors are utilizing in their everyday practice.
Register Here For All 4 Events
Join Our Launch! Transamerica Financial Choice IUL
Introducing Transamerica Financial Choice IUL (FCIUL). Designed for affluent clients seeking choice and flexibility through tax-free supplemental income. FCIUL offers life insurance protection and a variety of index options and policy features to help maximize accumulation potential.
Watch our launch webinar to get all the details.
Power Hour Recorded Webinars
TEB Enrollment
Female factor
TEB Product overview
Payroll Deduction and List Bill
3 R's of Business Planning Executive Bonus
Generation Wealth (Micah Dixon)
TAN Power Hour - Key Person Business Planning
Advanced Markets – individual planning with life insurance
1035 Exchange
TAN Power Hour – LTC Panel
Facebook Lead Generation
TAN Power Hour - Conversions
Section 199A Qualified Business Deduction and Life Insurance
The New Rules - Individual Planning After Secure Act and Secure 2.0 Act
Learn from the Top Selling FCIUL Expert
Business Planning with Life Insurance
Lumico
Conversion and Risk Class Upgrade / Annuity once in a Career Opportunity
Speak the LTC Language
Social Security Planning
Advanced Markets Recorded Webinars
Catch up on past Advanced Markets topics. We have made the below recordings to watch at your convenience.
Financial Professionals' Guide to Estate Planning
Life and Taxes
Goals-Based Planning
Crucial Conversations
Business Succession Planning
Language of the Customer
Business Planning Using Life Insurance
Executive Bonus
A Caregiver's Field Guide to Financial Planning for Those Living with Dementia
A Field Guide to Social Security
Planning for 2022
Individual Planning Using Life Insurance
Life Illustrator Training
Face Amount Solve
- 35 year old male, Preferred Elite with $500 a month premium through age 65
- Increasing death benefit till age 65
- This will not show illustrations for income
Premium Solve
- 35 year old male, Preferred Elite with $500,000 Face amount
- Increasing death benefit till age 65
- This will not show illustrations for income
Desired Face Amount and Premium Solve
- 35 year old female, Preferred Elite
- 500,000 face amount with a $500 a month budget
- Explanation of the Personal Accumulation Strategy
- Split Index options 50/50
- This will not show illustration for income
For agent use only. Not for use with the public.