Partnerships
How We Make the Wealth + Health℠ Connection
We engage in relationships with like-minded organizations and the most respected institutions in the world to deepen our holistic offerings to our partners, clients, and customers. Our partnerships help strengthen our Wealth + Health approach through better-informed product development, solutions offerings, and educational resources.
MIT AgeLab
Our relationship with MIT AgeLab and Dr. Joe Coughlin helped us uncover the key connection between Wealth + Health, which we’ve taken on as a core identity of who we are and what we do.
We rely on MIT AgeLab for their leading-edge expertise and research capabilities as one of the most respected institutions in the world. Our work with them helps drive how we support financial professionals with practice management and help solve the needs of their clients. The research and insights that come out of this relationship influence how we think about holistic financial and physical wellbeing, which allows us to create unique offerings in the industry.
American Heart Association
We know when it comes to retirement planning, the importance of accounting for both financial and physical well-being cannot be overstated. That’s why our partnership with the American Heart Association is critical in helping us achieve the truly holistic approach that differentiates Transamerica from our competitors.
Currently, we’re the only retirement plan provider working with the American Heart Association. Together, we help spread their message about cardiovascular health and increasing wellness in the workplace, which benefits employers and employees. As we continue to deliver proven plans and strategies backed by the research and resources of the American Heart Association, this valued partnership helps us deepen ties and loyalty with existing plan sponsors because they can only get those plans through Transamerica.
Georgetown University AgingWell Hub
The Georgetown University AgingWell Hub wants to make a difference for older Americans by enhancing the delivery of products and services to the aging population and their family caregivers.
This research collaborative at Georgetown University brings the unique insights from a well-established university to critical subjects for the financial services industry. From outputs like a Cost of Caregiving for Alzheimer’s Calculator to the effects of COVID on workers’ retirement and financial outlooks, we work together to better serve our customers.
Transamerica Institute®
Transamerica Institute® is a nonprofit, private foundation dedicated to identifying, researching, and educating the public about retirement security and the intersections of health and financial well-being. It is the parent organization of Transamerica Center for Retirement Studies® which conducts one of the largest and longest-running annual retirement surveys of its kind. Transamerica Institute is funded by contributions from Transamerica Corporation.
