Transamerica Life has announced a new program of marketing initiatives that have been created to provide its partners with insights, ideas, and resources to help them better serve the needs of ultra-rich customers.
Transamerica Life Bermuda (TLB) launched a new program called «Mastering High Net Worth» to support High Net Worth (HNW) distributors and advisors, the company said in a media statement on Monday. The program kicks off in December when TLB will also unveil its «2019 Succession Planning Report: Converting Challenges to Actions», in conjunction with Asian Private Banker (APB).
«Mastering High Net Worth is all about the continuing quest for excellence and raising the bar in our industry. With our unique sole focus on the HNW sector, we are best placed to lead the way,» said Marc Lieberman, President, and CEO of TLB.
Gaps In Retirement Planning
This is the fourth year of collaboration between TLB and APB looking into opportunities and gaps in retirement and succession planning activities for this particular segment. Founded in 1906, Transamerica offers unique expertise on the HNW insurance market, including handling large sums assured and complex cases supporting legacy and business planning.
TLB's new program will comprise a wide range of support for HNW insurance distributors and advisors, including:
- Actionable insights on HNW trends and opportunities
- HNW product and underwriting training
- Continuing professional development courses
- Marketing and sales support tools
- Private seminars featuring expert speakers
- Bespoke workshops and events tailored to partner needs
