Put these materials to work for you

Whether you are a beginner with multi-life or a veteran producer, these resources can provide the help you need.

Materials at a Glance

Available prospecting and enrollment materials, and recommendations on using each piece.


PROGRAMS AND PROCESSES

Multi-Life Producer Guide

How to conduct Multi-Life business with Transamerica Life* from start to finish.

Multi-Life at a Glance

The different Business Advantage Program® possibilities in one handy reference.

Business Advantage Program

Describes the three turnkey multi-life programs.

Underwriting Guide

Underwriting guidelines and processes. Conditions that may affect underwriting.

Frequently Asked Tax Questions

Tax advantages for business structures related to Long Term Care insurance.


PROSPECTING

Sales Ideas

Helpful advice to put you on the right path to successful multi-life sales.

Prospecting Materials

To view avilable prospecting materials, search for 'prospect' in the Order Supplies area of the Agent Resource Center (in 'Inventoried Items' and 'TransBuilder'). Please check for state availability before ordering.


IMPLEMENTATION

Census Quote Form Template

Use to quote your case.

Service Group Request Forms

SGR forms. Available at the bottom of the Agent Resource Center page.

  • Association SGR Form (New York only)
  • Association SGR Form
  • Re-Enrollment SGR Form
  • Worksite SGR Form (New York only)
  • Worksite SGR Form


ENROLLING

Multi-Life Enrollment Communication Guide

Three easy steps to setting up a strong enrollment marketing plan.

Enrollment Materials

To view avilable enrollment materials, search for 'enroll' in the Order Supplies area of the Agent Resource Center (in 'Inventoried Items' and 'TransBuilder'). Please check for state availability before ordering.

How to use TransBuilder

Guides to using TransBuilder to customize materials for your needs.

Get Started!

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