ENHANCED TRANSAMERICA DIRECTOR SERIES III IS A GRAND …
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1 Group Annuity Contract (Investment Contract) Form number TGP-439-194 or CNT-TALIAC 05-02 underwritten by Transamerica Life Insurance and Annuity Company (TALIAC), Charlotte, North Carolina and administered by Transamerica Retirement Services. Contract form number may vary and the contracts may not be available in all jurisdictions. Not available in New York. 2 Some limitations on the number of funds based on first-year deposits may apply. 3 Transamerica Investment Management is not a fund company. 4 Also available for Transamerica Partner Series III. Group Annuity Contract (Investment Contract) Form number TGP-439-194 or CNT-TALIAC 05-02 underwritten by Transamerica Life Insurance and Annuity Company (TALIAC), Charlotte, North Carolina and administered by Transamerica Retirement Services. Contract form number may vary and the contracts may not be available in all jurisdictions. Not available in New York. 5 100% of expected annual flow + 20 % of takeover assets. 6 For all products other than Advisor Series, the Morningstar and Lipper ratings apply to the underlying mutual funds in which some of the Separate Accounts invest. 7 Available for new Transamerica Director Series III and Transamerica Partner Series III Clients. About TARGET MATURITY FUNDS Target Maturity Funds are funds that automatically shift to a more conservative investment style as the retirement date approaches. These funds are simple to use, but incorporate a sophisticated investment approach. Target Maturity Funds are ideal for: ● Investors who prefer a one-fund solution that requires only one investment decision ● Investors of any age or time horizon ● Investors in the accumulation, transition, or withdrawal phase ● Investors—novice to sophisticated—who lack the time or desire to monitor their investments but who want professional management Transamerica Vanguard Target Retirement 7 Funds We’re proud to offer Transamerica Vanguard Target Retirement 7 Funds. These funds provide a diversified portfolio managed according to your Participant’s stage in life! We offer five different funds based upon the expected retirement dates: ● Transamerica Vanguard Target Retirement 2005 Fund ● Transamerica Vanguard Target Retirement 2015 Fund ● Transamerica Vanguard Target Retirement 2025 Fund ● Transamerica Vanguard Target Retirement 2035 Fund ● Transamerica Vanguard Target Retirement 2045 Fund Bring the sales runs home with Transamerica’s Director Series III new expanded options and increased selection of quality Separate Accounts. We’ve made several enhancements to our product to give you the competitive edge. 84 investment options 2 accessing 20 fund companies 3 American Century and Vanguard 4 funds now available — offering you more investment choices than ever before! Same 7 great Commission Options plus a flexible trail option NEW Signature Service Option We’ve expanded our Signature Service Option — it’s now avail- able for plans with at least $50,000 in weighted first year deposits. 5 Now more of your Clients have a choice of: Automatic enrollment for Employee Directed Plans Fund Mapping Paperless loans AdviceSolutions SM October 2004 READY FOR A HOME RUN? Order the Investment Monitor Today! ENHANCED TRANSAMERICA DIRECTOR SERIES III 1 IS A GRAND SLAM! Make it all the way to home plate with our semi-annual Investment Monitor! The Investment Monitor is an impressive publication when it comes to selling to potential Clients — it delivers the kind of comprehensive, detailed investment option information Clients need to fulfill their fiduciary responsibilities. Our Transamerica Investment Monitor provides: ★ Endorsement letter provided by Standard & Poor’s Investment Advisory Services LLC (SPIAS) ★ A synopsis of Client fiduciary responsibilities under ERISA ★ An overview of the available investment fund selections ★ Summaries of Transamerica Retirement Services’ ongoing fund evaluation processes ★ Comprehensive fund analysis of each individual fund offered ★ Risk/Return spectrum of the funds offered ★ A sample Investment Policy Statement ★ Morningstar ® and Lipper ® Ratings 6 Transamerica Investment Monitors are posted in the Financial Professionals section of www.TA-Retirement.com. After you login, look under Resources, then click on Fiduciary Planning. For Producer Use Only. Not For Public Distribution. For further information on products and features mentioned, call your Transamerica Retirement Services Sales Consultant or contact the Internal Sales Support Desk at (888) 401-5826 for details or log on to www.TA-Retirement.com. TRS 3065-1004
Transcript of ENHANCED TRANSAMERICA DIRECTOR SERIES III IS A GRAND …
1 Group Annuity Contract (Investment Contract) Form number TGP-439-194 or CNT-TALIAC 05-02 underwritten by Transamerica Life Insurance and Annuity Company (TALIAC),Charlotte, North Carolina and administered by Transamerica Retirement Services. Contract form number may vary and the contracts may not be available in all jurisdictions. Notavailable in New York.
2 Some limitations on the number of funds based on first-year deposits may apply. 3 Transamerica Investment Management is not a fund company. 4 Also available for Transamerica Partner Series III. Group Annuity Contract (Investment Contract) Form number TGP-439-194 or CNT-TALIAC 05-02 underwritten by Transamerica
Life Insurance and Annuity Company (TALIAC), Charlotte, North Carolina and administered by Transamerica Retirement Services. Contract form number may vary and the contractsmay not be available in all jurisdictions. Not available in New York.
5 100% of expected annual flow + 20 % of takeover assets.6 For all products other than Advisor Series, the Morningstar and Lipper ratings apply to the underlying mutual funds in which some of the
Separate Accounts invest.7 Available for new Transamerica Director Series III and Transamerica Partner Series III Clients.
About TARGET MATURITY FUNDS Target Maturity Funds are funds that automatically shift to a moreconservative investment style as the retirement date approaches. Thesefunds are simple to use, but incorporate a sophisticated investmentapproach. Target Maturity Funds are ideal for:
● Investors who prefer a one-fund solution that requires only oneinvestment decision
● Investors of any age or time horizon● Investors in the accumulation, transition, or withdrawal phase● Investors—novice to sophisticated—who lack the time or desire to
monitor their investments but who want professional managementTransamerica Vanguard Target Retirement7 FundsWe’re proud to offer Transamerica Vanguard Target Retirement7 Funds.These funds provide a diversified portfolio managed according to yourParticipant’s stage in life!
We offer five different funds based upon the expected retirement dates:● Transamerica Vanguard Target Retirement 2005 Fund● Transamerica Vanguard Target Retirement 2015 Fund● Transamerica Vanguard Target Retirement 2025 Fund● Transamerica Vanguard Target Retirement 2035 Fund● Transamerica Vanguard Target Retirement 2045 Fund
Bring the sales runs home withTransamerica’s Director SeriesIII new expanded options andincreased selection of qualitySeparate Accounts. We’ve madeseveral enhancements to ourproduct to give you thecompetitive edge.
★ 84 investment options2
accessing 20 fund companies3
★ American Century and
Vanguard4 funds nowavailable — offering youmore investment choices thanever before!
★ Same 7 great CommissionOptions plus a flexible trailoption
NEW Signature ServiceOption We’ve expanded our Signature
Service Option — it’s now avail-able for plans with at least $50,000in weighted first year deposits.5
Now more of your Clients have achoice of:
★ Automatic enrollment forEmployee Directed Plans
★ Fund Mapping
★ Paperless loans
★ AdviceSolutionsSM
October 2004
READY FOR A HOME RUN?Order the Investment Monitor Today!
ENHANCED TRANSAMERICA DIRECTOR SERIES III1 IS A GRAND SLAM!
Make it all the way to homeplate with our semi-annualInvestment Monitor! TheInvestment Monitor is animpressive publication when itcomes to selling to potentialClients — it delivers the kindof comprehensive, detailedinvestment option informationClients need to fulfill theirfiduciary responsibilities.
Our TransamericaInvestment Monitor provides:
★ Endorsement letterprovided by Standard &Poor’s InvestmentAdvisory Services LLC(SPIAS)
★ A synopsis of Clientfiduciary responsibilitiesunder ERISA
★ An overview of the
available investment fundselections
★ Summaries ofTransamerica RetirementServices’ ongoing fundevaluation processes
★ Comprehensive fundanalysis of eachindividual fund offered
★ Risk/Return spectrum ofthe funds offered
★ A sample InvestmentPolicy Statement
★ Morningstar® and Lipper®
Ratings6
Transamerica InvestmentMonitors are posted in theFinancial Professionals sectionof www.TA-Retirement.com.After you login, look underResources, then click onFiduciary Planning.
For Producer Use Only. Not For Public Distribution.
For further information on
products and features
mentioned, call your
Transamerica Retirement
Services Sales Consultant or
contact the Internal Sales
Support Desk
at (888) 401-5826 for
details or log on to
www.TA-Retirement.com.
TRS 3065-1004
