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For Registered Representatives Only
Transamerica Structured Index Advantage Annuity Marketing Toolkit
A toolkit to help grow your business
Achieving financial goals and growing a business are both journeys. We support these journeys with innovative solutions that help you stand out and help your clients reach their financial goals so they can live their best life. The Transamerica Structured Index Advantage® Annuity is a registered index-linked annuity that offers cost-effective growth potential and investment protection, regardless of market conditions.
Product insights
First Trust Equity Edge Index
The all-new First Trust Equity Edge Index™ (index symbol: FTEQEDGE) is now available with the innovative Transamerica Structured Index Advantage® Annuity. It offers increased exposure to quality companies seeking attractive performance in various markets.
Growth and protection working together
This case study clearly illustrates how the Transamerica Structured Index Advantage Annuity can provide your clients with the powerful synergy of growth and protection. Help clients stay in control by limiting losses so they can take greater advantage of gains.
New webinar replay:
"See the Advantage"
A masterclass on building your business with RILAs.
"An Annuity That Does More"
With 10 compelling advantages, the Transamerica Structured Index Advantage Annuity really is an annuity that stands apart from the competition.
Rate flyers
The most up-to-date cap, buffer, and participation rates.
For contracts nearing the end term date, see the latest available rates.
Product guide
Dig into the details of the Transamerica Structured Index Advantage Annuity.
Sales ideas
Unlock higher growth potential
Our new Participation Growth Strategy offers growth potential plus the chance to earn more than the return of the chosen index. And, with 15% downside protection, it addresses a wide range of client needs and life stages.
Lowering risk without sacrificing returns
See how rethinking portfolio structure — by adding a RILA — could drive better client outcomes while growing your business.
2-Year Crediting Strategy
Combining early protection, greater agility, and the chance to take better advantage of market rebounds, this exclusive strategy could help your clients navigate today's volatile markets. That's a great way to grow your business.
Smart protection with Best Entry Strategy
Give your clients more confidence with the Best Entry crediting strategy — now with no Credit Advantage fee. Combined with available investment protection, this solution helps make any time the right time for clients to reach their retirement goals.
Helping to make financial futures more predictable
Performance Lock gives clients the power to capture gains and protect them from future losses.
Business-building consumer tools
Consumer presentation:
"See the Advantage"
Easily show clients and prospects the customizable, flexible, and cost-efficient opportunities with features that set this RILA apart.
Consumer brochure
Show clients and prospects the many benefits of this solution, including the enhanced growth potential of the new Participation Growth Strategy.
Easy video overview
Help clients quickly see the many benefits of this evolved RILA and how it can help them today plan for tomorrow.
Turnkey sales tool: An easy way to help build business
A customer-approved email that is pre-written to get your foot in the door for your next sale. Quickly show your clients the role this innovative solution plays in any portfolio.
Transamerica Structured Index Advantage Annuity is not currently available in Missouri, Oregon, or New York.
Want to learn how annuities can help boost your business?
Reach out to the Transamerica Annuity Sales Desk at 800-851-7555.
DON'T FORGET!
Be sure to complete the required NAIC product training through your broker-dealer's approved training portal. Need help? Contact the Transamerica Annuity Sales Desk at 800-851-7555.
IMPORTANT INFORMATION
Registered Index-Linked Annuities are long-term, tax-deferred vehicles designed for retirement purposes and are not for everyone. They are subject to possible loss of principal and earnings due to market fluctuation, investment risk, and as a result of fees and charges under the policy including surrender charges, other transaction charges, and periodic charges.
Your clients should consider the investment objectives, risks, charges, and expenses. Before your client invests, they should carefully read the prospectus and other documents the issuer filed with the SEC. Go to transamerica.com for the prospectus containing this and other information.
The policy may be referred to as a variable annuity in some states.
Not available in Missouri, New York, or Oregon.
All policies, riders, and forms may vary by state and may not be available in all states.
TPVA1400-0720, TRIA1000-R0821 TPVA14FL-0720 (SC), TPVA14OR-0720 (SC), TRIA10OR-R0821, TRIA1400-0821, TRIA14FL-0821, TRIA1200-R0821, TRIA12FL-R0821, TRIA1100-0720, TRIA11FL-0720
For Broker-Dealer Use Only. Not for Use With the Public.