Transamerica presents “Retirement Redefined”

Innovative program breaks new ground in the client-advisor relationship

May 8, 2012 ­– DENVER – More than 10,000 Baby Boomers turn 65 each day, not knowing, amid an ever-changing landscape, what retirement challenges await. Now Transamerica has given financial professionals what they need to help their clients face these challenges.

“Retirement Redefined” is a comprehensive program that offers financial professionals the tools to address – in simple language – their clients’ biggest concerns. It centers on six topics – health care, inflation, taxes, working in retirement, market volatility and housing – that are foremost on Boomers’ minds. The program lets advisors expand their role of financial professional to one in which they can become trusted consultants who advise clients on all retirement concerns.

This innovative approach breaks new ground in the client-advisor relationship, which requires forward thinking to thrive in today’s economy. It is designed to help financial professionals to grow their business by providing knowledge clients seek as they map their futures.

“Retirement Redefined is a program that was built to educate advisors and their clients,” says Blake Bostwick, Vice President of Transamerica Resources, Inc. “Our goal is to help financial professionals position themselves as retirement specialists.”

“Retirement Redefined” gives financial professionals what they need to begin the necessary, and often difficult, retirement conversations their clients need to have.

Understanding builds trust. Trust builds great practices. 

The “Retirement Redefined” toolkit contains materials advisors can use in client meetings.  It includes:

  • Six Conversation Cards:
    These concern-specific cards help financial professionals ease client anxiety by providing tools they need to directly address their Baby Boomer clients’ biggest retirement needs.
  • Seminar Presentation:
    Built to help educate clients, this PowerPoint presentation addresses common concerns, and sparks further conversations.
  • Client Guide:
    This easy-to-read brochure serves as a takeaway reference for the program, which clients share with friends and family.
  • Workbook

Financial professionals can use this simple discovery tool to help their clients take the first steps towards a comprehensive retirement plan, while giving the advisor a better look at their clients’ overall financial picture.

The “Retirement Redefined” program is a necessary addition to a financial professional’s practice.  It gives non-product-specific guidance that allows the financial professional to ease Baby Boomers’ retirement anxiety and expertly address the thousands of potential clients who have the same concerns.

Transamerica Resources, Inc. is an AEGON company and is affiliated with various companies which include, but not limited to, insurance companies and broker-dealers.   Transamerica Resources, Inc. does not offer insurance products or securities.  This material is provided for informational purposes only and should not be construed as insurance, securities, ERISA, tax or investment advice.  Although care has been taken in preparing this material and presenting it accurately, Transamerica Resources, Inc. disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it.  Interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here.  

About Transamerica

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 AEGON N.V.

AEGON N.V., based in The Hague, The Netherlands, has life insurance, pension and asset management businesses in over 20 markets in the Americas, Europe and Asia. AEGON companies employ approximately 25,000 people and have over 46 million customers across the globe. For more information about AEGON, visit www.aegon.com.

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Questions/Comments please contact:
Mike Mathies
720.482.1511

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Contacts

  • Transamerica Capital, Inc.
    Transamerica Capital, Inc.

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