Unlocking Social Security

Because Knowledge is Lacking

When your clients have questions about Social Security you need to have the answers. This program is designed to educate you in order to help them maximize their social security benefits.

As the first Baby Boomers turn 65 in 2010, more than 78 million people will enter retirement in the next 20 years.¹ For many of these retirees, Social Security will be an important part of how income is generated during retirement. Now, more than ever, your clients cannot afford to make mistakes with their retirement planning and this program can provide you with the opportunity to establish yourself as a trusted resource.

Because Your Efforts Will be Rewarded

The Unlocking Social Security program offers an opportunity for you to engage your entire book of business and enhance relationships, by gaining trust and helping clients maximize Social Security benefits. You will have the potential to earn more referrals as clients recommend your services to friends, co-workers, attorneys, and CPAs. You may grow your practice by reaching potential clients who are in need of advice.

All of the Tools You Need

This program is comprehensive and includes a variety of different delivery formats. These include conversion cards for you to use in meetings, a client-approved guide, and a presentation. All of the resources provide a framework for retirement income planning discussions, which will potentially lead to increased opportunities, including: Uncovering additional assets and capturing rollovers.

¹ "Just How Many Boomers Are There," Population Reference Bureau, 2002.

Materials

did you know...?

The first known recipient of Social Security benefits was retired Cleveland motorman Ernest Ackerman, who retired one day after the program began. During his one day of participation in the program, a nickel was withheld from Mr. Ackerman’s pay for SS, and, upon retiring, he received a lump-sum payment of 17 cents (in the early years of the program, single lump-sum payments were used to “pay-back” those who would contribute to the program but would not participate long enough to be vested for monthly benefits). The average lump-sum payment during this period was $58.06.

Source: SSA.gov

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.

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