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Transamerica

Commitment to RIA Market

Transamerica is committed to helping registered investment professionals provide the right tools, services, and strategies their customers need to prepare for their financial future with confidence. We’re proud of the 30-year legacy we’ve established as a pioneer in the advisory annuity space.


Technology Integrations

Protecting financial futures lies at the heart of everything we do. We listen to thousands of customers and financial professionals every single week, and the collective insight we gain helps us provide the support technology and tools they need, including a host of interactive digital resources, educational guides, mobile applications, and one-one-one guidance when needed.


Investment Philosophy

No single investment firm is the best at managing every asset class. That’s why we take a diversified approach that applies the portfolio management experience of numerous and varied asset managers throughout the industry to give your clients a full range of investment strategies. That’s why we offer the Investor FirstSM process.1

Ratings
Standard & Poor's
A+
A.M. Best
A
Moody's
A1
Products

1The Investor FirstSM process is only applied to Transamerica Asset Management funds and not to non-proprietary funds. Transamerica Asset Management, Inc., a registered investment advisor.

Annuities issued in all states except New York by Transamerica Life Insurance Company, Cedar Rapids, Iowa and in New York by Transamerica Financial Life Insurance Company, Harrison, N.Y. Annuities are underwritten and distributed by Transamerica Capital, Inc. 1801 California St., Suite 5200, Denver CO  80202, FINRA member. FINRA member. References to Transamerica may pertain to one or all of these companies.

Your clients should consider a variable annuity’s investment objectives, risks, charges, and expenses carefully before investing. Go to transamerica.com for prospectuses containing this and other information. Encourage them to read it carefully.

Transamerica has received an "A" rating (3rd of 16 categories) from A.M Best, effective September 12, 2019; an "A1" rating (5th of 21 Categories) from Moody's, effective November 7, 2019; and an "A+" rating (5th of 21 Categories) from S&P Global, effective February 21, 2020.

258226

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.

06/20

More about Transamerica

Transamerica's annuity offers clients market participation with multiple living benefit options—the type of solution our members have been seeking in this volatile market.

David Lau
Founder and CEO, DPL Financial Partners

Transamerica provides strong guaranteed language in their contracts. Clients have peace of mind knowing that the worst case scenario is still a favorable outcome.

Tim Rembowski
Distribution Team Lead, DPL Financial Partners

We know fee-only advisors are increasingly embracing annuity products and view the space as a natural opportunity to expand our accessibility in the market.

Joe Boan
Sr. Managing Director, Transamerica

Get Started

To learn more about low-cost, Commission-Free solutions call us at 888.327.0049 and speak to a DPL consultant.

DPL


©2022 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.