DENVER--(BUSINESS WIRE)--More than 78 million Baby Boomers will be entering retirement over the next 20 years,(1) and Social Security serves as the foundation of many of their retirement income plans. But there is a lot of confusion out there when it comes to maximizing benefits and calculating lifetime income.
Transamerica’s “Unlocking Social Security” campaign eases that confusion, with a comprehensive and thorough guide for advisors and their clients. “Unlocking Social Security” gives advisors everything they need to start conversations with their clients, provide specific retirement advice tailored to a client’s needs, and ultimately help grow their business.
“'Unlocking Social Security' is a program that was built to educate advisors and their clients,” says Blake Bostwick, Chief Operating Officer of Transamerica Capital, Inc. “It’s the first of many new value-add campaigns Transamerica plans to introduce over the next few months. We recognize that now, more than ever, advisors are looking for this type of support to help address the most pressing concerns of clients.”
The “Unlocking Social Security” program contains materials for individual advisor-client meetings as well as seminars, including:
5 Conversation Cards:
Divided into categories according to a client’s age, these conversation cards break down complex topics into key talking points.
Specifically for prospecting and educational purposes, the “Unlocking Social Security” Presentation addresses common questions and encourages further discussion.
Offers a client sample questions to ask their advisor during a meeting to help them better understand their benefit options.
The “Unlocking Social Security” program is a necessary addition to an advisor’s practice. It gives non-product specific guidance to an advisor to help them educate their clients about a crucial part of their retirement income.
Financial Professionals may click here for more information.
Annuities issued by Transamerica Life Insurance Company in Cedar Rapids, Iowa and Transamerica Financial Life Insurance Company in Harrison, New York (Transamerica). Annuities are underwritten and distributed by Transamerica Capital, Inc.
Transamerica Financial Life Insurance Company is licensed in New York.
(1) U.S. Census Bureau. Population Reference Bureau. "Just How Many Boomers Are There". [Online] U.S. Census Bureau, 2002. http://www.census.gov.
Transamerica companies market an array of life insurance, annuities, retirement solutions and investments designed to help individuals, families, and businesses build, protect and preserve their assets. The Transamerica companies are members of the AEGON companies. For more information about Transamerica, visit www.transamerica.com.
About Transamerica Capital, Inc.
Transamerica Capital, Inc. is the underwriting and wholesaling broker/dealer for variable annuities issued by Transamerica Life Insurance Company and Transamerica Financial Life Insurance Company. All of these companies are AEGON companies. Transamerica Capital, Inc. works with financial professionals at wirehouse, regional, independent, and bank firms to provide a variety of insurance and investment solutions.
About AEGON N.V.
AEGON N.V., based in The Hague, The Netherlands, has life insurance, pension and investment businesses in over 20 markets in the Americas, Europe and Asia. AEGON companies employ approximately 28,000 people and have over 40 million customers across the globe. For more information about AEGON, visit www.aegon.com.