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About the authors

Ryan Bertrand, CFP®, CLU®  
VP, Managing Director of Advanced Markets

Ryan has nearly 20 years of experience in the financial services industry. As the head of Transamerica’s Advanced Markets Group, he provides subject matter expertise on topics that include estate planning, taxation, retirement plans, charitable giving, and investments. The Advanced Markets Group is a group of CLPs, CLUs, and CHFCs — even a medical doctor — that ensure they cover every facet of Wealth + Health planning.

Brian Forbes
Director of Thought Leadership

As the Director of Thought Leadership for Transamerica, Brian oversees research and sales enablement programs focused on healthcare costs, caregiving, and retirement. He manages partnerships in those areas that include MIT AgeLab and American Heart Association, while collaborating with the Aegon Center for Longevity and Retirement, and the Transamerica Institute. Brian also oversees Transamerica’s sponsored athletes and sports relationships.