Transamerica
Transamerica Whole Life
The advantage with Transamerica is they will take the social security express debit Mastercard as a form of payment. In addition conditions that the other whole life carriers would cover as a graded benefit, Transamerica Solutions will cover them as level benefit. There also might be a price advantage since a client can get covered at a "preferred" health rating. So this is a great product to have in your tool box.
Before you begin please check the availability of these products in your state.
Product Training
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Learn the product on the Alliance University Training website (you will need your Alliance log in info, click on the cart button - $0,00 and check out to get to the training page. Then when you get to the order summary page, click on the name of the course and you will go to the course page.): click here
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Additional training on the arc website: click here
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Download the product guide: click here
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Download the Build Chart: click here
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Download the Medical Questions (this will help you determine what to quote): click here
Quoting Tools -
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New Mobile Quoting Tool - http://www.transamerica.com/quote-fe
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how to log in - click here
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running the quoting tool, accessing the e-app and downloading forms - click here
E-App
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Reference the video in the quoting tools section for Transamerica - that video includes the e-app process.
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Also in the middle of the e-app, it will require the client to e-sign the HIPPA via email before you can move on and complete the rest of the application - this is not shown in the video.
Downloading Paper Apps