Coordinate with your client and Transamerica

Transamerica Life* is proud to have one of the most flexible programs in the Long Term Care insurance industry. That flexibility can be a powerful tool when you are selling. We are also committed to helping you offer the best Business Advantage Program® for your client's needs, based on the applicants they can bring to your enrollment.

You will help us understand each client's opportunities and needs by working with your client to obtain a signed Service Group Request (SGR) and a Census (detailed list of potential applicants).

Once a full analysis and review has been performed, approval details (such as underwriting type, benefits, discounts, open enrollment period, effective date, billing information, etc.) will be documented and distributed in an Implementation Memo. The Implementation Memo reflects the approved case parameters, which cannot be changed after the start of the Open Enrollment Period. Your next step will be to enroll applicants.

 
 

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Transamerica Life makes it easy to take the next step toward multi-life success, no matter where you are in the process.

for Questions call 866-475-6925