Unlocking Social Security

The Unlocking Social Security kit highlights the essential concepts you must discuss with clients and prospects – today. Help current clients maximize their Social Security benefits and establish yourself as a trusted resource, who they’ll recommend to family and friends. Program includes easy-to-understand conversation starters, a client guide covering some of the most frequently asked questions about Social Security, and a Powerpoint presentation.

Age-based Conversation Cards

Five age-based “conversation starters” covering important aspects of Social Security you can use when meeting with clients and prospects.

Advisor Guide

This brochure serves as a guide to begin Social Security discussions relating to the Age-Based Conversations Cards

Presentation

Our Social Security presentation encompasses many of the essential concepts covered in this program. This presentation is full of information to share with clients to help them avoid making mistakes when it comes to Social Security planning.

Client Guide

This client-approved brochure helps answer
the most-common questions pre-retirees and
retirees have regarding Social Security benefits.

Program Overview

The Program Overview guide provides a glimpse of each component included in the Unlocking Social Security program. A thumbnail of each piece is shown, and is accompanied by a short description.

Benefit Calculator

Looking to help clients estimate what future Social Security benefits may be? Our easy-to-use Social Security Benefits Calculator will serve as a valuable tool while conducting retirement planning and assisting your clients with their future income needs.

call your wholesaler or transamerica’s sales desk at 1-800-851-7555 to order your kit today.

Annuities are issued by Transamerica Life Insurance Company, 4333 Edgewood Road NE, Cedar Rapids, Iowa 52499 and Transamerica Financial Life Insurance Company, 440 Mamaroneck Avenue, Harrison, New York 10528 (Service office: 4333 Edgewood Road NE, Cedar Rapids, IA 52499). Transamerica Financial Life Insurance Company is licensed in New York. Transamerica Life Insurance Company is licensed to do business in all states (including Puerto Rico, Guam and the Virgin Islands) except New York. Transamerica Funds are mutual funds advised by Transamerica Asset Management, Inc. Variable annuities and mutual funds are distributed by Transamerica Capital, Inc. References to Transamerica pertain either individually or collectively to these Transamerica companies.

This material is provided for educational purposes only and does not constitute investment advice. The information contained herein is based on current tax laws, which may change in the future. Transamerica cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided or from any other source mentioned. The information provided does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice.

This site may not yet be approved by the Department of Insurance for use in the following states: Georgia, Mississippi, and Oklahoma.
CA Certificate of Authority Number 5432.