NEW: CA & FL FFIUL Benefits

INTRODUCING THE CONCIERGE PLANNING BENEFIT

Extend your value to clients with the new Concierge Planning Benefit (CPB), now available with the Transamerica Financial Foundation IUL® at no cost to eligible current and prospective FFIUL clients.

This industry-first benefit allows clients to take advantage of a full suite of services offered through Everest Funeral Concierge, including 24/7 advisor assistance, will preparation, document storage, a price comparison tool, and more. Help your clients take the stress out of funeral planning with the Concierge Planning Benefit.

Some of your clients may already be eligible to add this benefit to their existing policy. Over the next two weeks, Transamerica will be sending a consent packet to those who are eligible.

The CPB is currently available in all states except AK, GA, IL, KS, MD, MI, MT, NY, OR, PA, PR, SD, VA, and WA.