OUR STORY CONTINUES
That’s why I was confident in my decision to come here. But what I truly love to do is help a company evolve and grow. Like the industries we represent, Transamerica is evolving. There is an incredible opportunity to build great relationships and deliver products that meet the needs of customers now and in the future. Our purpose, as always, is to put the customer first and design products and services to meet those needs, no matter what change unfolds. Our mission requires building an expert team who can deliver on the promises that we make to our customers and partners. I am proud to join and work with Transamerica’s leadership team, a collection of industry veterans whose passion and commitment is palpable. I look forward with great anticipation to what we will accomplish together. We will focus on tapping into our industry-leading distribution to drive growth, owning and delivering a reliable suite of products, and providing excellent service.
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Even in today’s changing world, the questions customers ask are not much different than before. They want to know how to protect loved ones in the event of a disability or death, how to safeguard their income in retirement, and how to grow and protect investments at the same time. We have the products and the ability to answer these questions. I do not see a company that is better equipped to provide the guidance customers need going forward than Transamerica.
For generations, Transamerica has made a positive difference in the lives of millions with services that deliver savings, protection, and ultimately financial well-being with an innovative, customer-focused brand.
JAMIE OHL President, Individual Solutions
Winning to us is ensuring customers have financial solutions that enable them to live and retire on their terms, while also ensuring their loved ones will be protected. When that’s your culture, the products and solutions will follow. As our wholesalers embrace the culture we’re building, they do so with integrity and character — putting the needs of the customer at the center of everything we do.
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II. WENDY BOYD SVP, Managing Director, Wholesale Distribution A force for good, a reason to be inspired. Our mission applies to customers as well as the agents and financial professionals whose work remains the heartbeat of our industry. Our goal is to provide unique solutions agents can incorporate into conversations, and these solutions should ultimately resonate with the values by which their clients live. Today’s life insurance is about living, and I think its modern features can offer individuals and families more than our predecessors ever envisioned.
THEBUILDINGRIGHT CULTURE
I. DAVE CURRY Chief Distribution Officer, Individual Solutions
III. ANDREW DEMARCO Head of Life Solutions EXCITEMENT GROWS AS THE JOURNEY BEGINS
There are few carriers who want to grow the way Transamerica does. There are few who are as adamant about the importance of using life insurance to address today’s evolving needs. Providing support for our customers’ loved ones during their greatest time of need is a responsibility we’re honored to fulfill. Everyone’s emotionally invested, there’s no ambiguity — and it drives us.
IV. JON CRESSMAN VP, Managing Director, Wholesale Distribution, Head of Annuity Distribution
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THE POWER OF PROTECTION
V. LIZA TYLER Head of Annuity Solutions
I believe in the power of life insurance and what we do. We help people in a very meaningful way by helping them live the life they want. Nobody knows what the market environment will be when they retire, and today many retirees are in the right place at the wrong time.
Moving forward with confidence. No company should rest on its past accomplishments. They should work to move forward and offer new ideas in an ever changing world. A company should constantly seek improvement not only in its solutions, but in how it interacts with customers. You want to be part of a situation like this, where exceptional talent is coming aboard, and everyone’s working to grow the right way.
The beautiful thing about our solutions is they can help provide protection at a time when it’s needed most.
Pairing talented people with a clear strategy is a winning formula. Our talented team of professionals at Transamerica is committed and energized. We have worked hard to convey our vision throughout the industry, and we are thrilled some of its top talent share that vision and are equally excited to pursue it with us.
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Let me begin with this: I strongly believe in our industry’s purpose. It is a privilege to provide solutions and services that help people achieve a lifetime of financial security, and all of society benefits when we serve this purpose well.
The perspectives our leaders wrote about in the previous pages are inspiring. Their unique insight comes from decades of experience, and their acumen will guide us along our journey. We are embracing the work ahead as a team, growing through consistency and focus.
Change is rarely easy but is necessary. Just because you are a market leader today is not a guarantee for the future. Our customers’ needs and preferences are changing, too, and we have to keep up. With change comes the responsibility to offer the right guidance that is needed at this pivotal moment. That’s our mission.
I joined Transamerica because I believe in our ability to be a market leader, one that earns trust by delivering on our promises. Customers should know they can count on us to help support their financial futures and provide financial protection for their loved ones. That drives us every day.
7 WILL FULLER President & CEO Transamerica has been serving customers and communities for more than 100 years. We are proud of our innovations, our brand, our accomplishments, and our legacy. Yet today, in so many ways, it feels like … We’re just getting started.
EMBRACE WHAT’S NEXT Our industry is changing, and so are we. Behind the ongoing commitment to millions of customers, and more than a century’s experience — we’re ready for the next chapter. We all play a part, what will yours be? Visit: transamerica.com For Agent Use Only. Not for Use With the Public. ©1824403R12022Transamerica Corporation. All Rights Reserved.
