Better Together
People trust financial professionals more than any other source—yet most never pick up the phone. Why? Because advice without empathy feels hollow. The next era of financial planning isn’t about algorithms or asset charts. It’s about connection. It’s about being the advisor who says: “I understand you. I’ve got your back.”
The Big Shift
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- From Numbers to Narratives: Spreadsheets don’t inspire action—stories do.
- From Information to Insight: Clients don’t want data dumps; they want foresight.
- From Transactions to Transformation: Life decisions—housing, caregiving, mobility—are where trust is built.
7 Power Moves to Win Hearts & Wallets
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- Manage Stories, Not Just Assets: Share real-life examples that resonate.
- Strive to Predict, Don’t Just React: Seeking anticipatory intelligence makes you indispensable.
- Talk Life, Not Just Money: Be the advisor for every major decision.
- Remove the Shame Factor: Make starting small feel smart, not embarrassing.
- Be Their First Call: When life happens, you’re the go-to guide.
- Pursue Planning About Longevity: Endeavor to connect money to the 8,000 days of retirement.
- Lead With Inclusion: Understand cultural trust patterns and meet clients where they are.
Bottom Line
Better Together isn’t just a tagline. When clients believe “I get you. I got you,” they don’t just stay—they bring others with them. The future of financial advice is bold, human, and built on trust.
The Trusted Advisor
Over 55% of investors report that the internet is their primary source of financial guidance. This is one reason, among many, that has led to widespread financial misinformation.
At Transamerica it is our goal to provide resources to help navigate these challenging times and support taking informed action. Use the checklist below to help proactively manage the risk of online threats that can lead to financial fraud or identity theft.
As noted in the chart, the internet or a web search is the most widely used source of obtaining financial information according to a recent study by the MIT AgeLab. Over half of the respondents (55.6%) indicated that they had used the internet/web as a source for financial advice, well ahead of using a financial advisor (30.5%).
This checklist provides actionable steps to help protect you from online threats that can lead to financial fraud and/or identity theft.
A Barron’s Top-100 Annuity, Built for Fee-Based Account Needs
The Transamerica I-Share II Variable Annuity was recognized by Barron’s as one of 2025’s top annuities for tax-deferred savings, highlighting its value for RIAs and their clients.
Annuities Among RIA’s
According to LIMRA, fee-based variable annuity (VA) sales—often used by registered investment advisors (RIAs)—grew by 21% in the first quarter of 2025 compared to the same period in 2024.
Registered investment advisors are uniquely positioned to provide guidance to investors that help limit a wide range of risks and annuity products have evolved to fit the way RIA’s do business. Follow the links below for resources that can help open opportunities with Transamerica annuities.
Not licensed? We have solutions for you too. Contact our annuity education desk at the number below for support.
Your clients should consider a variable annuity’s investment objectives, risks, charges, and expenses carefully before investing. Go to transamerica.com for prospectus containing this and other information. Encourage them to read it carefully.
Variable annuities are long-term, tax-deferred vehicles designed for retirement purposes and are subject to investment risk, including possible loss of principal.
Annuity fees and charges include mortality and expense risk fee and administrative charge, surrender charges, annual fee, and investment option management fee. Additional fees may apply to optional benefits selected, including living benefit riders.
All policies, riders, and forms may vary by state and may not be available in all states. ICC19 TPVA10IC-R1019, TPVA10FL-R1019, FPVA10NY-R1019
Transamerica, the Transamerica Pyramid logo and the Transamerica Pyramid building are federally registered service marks owned by Transamerica Corporation. Any unauthorized use is expressly prohibited. Transamerica is the marketing name for Transamerica Corporation, Transamerica Financial Life Insurance Company, Transamerica Life Insurance Company, and Transamerica Retirement Solutions, LLC. Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); and Transamerica Casualty Insurance Company, Cedar Rapids, IA. Securities offered through Transamerica Investors Securities, LLC, Harrison, NY. Variable products and mutual funds are underwritten and distributed by Transamerica Capital, LLC, and/or distributed by Transamerica Investors Securities, LLC, each a broker-dealer and member of FINRA. Securities and investment advisory services offered by Transamerica Financial Advisors, LLC, a broker-dealer, member of FINRA, SIPC and a Registered Investment Adviser. Investment advisory services focused on the unique needs of individual retirees, retirement plans, and their participants are offered by Transamerica Retirement Advisors, LLC, a Registered Investment Advisor. Health savings products and services offered through Transamerica Health Savings Solutions, LLC. This site may not yet be approved by the Departments of Insurance in all states at the time of publication. Transamerica companies are part of the Aegon Group. Copyright 2011 – 2026 Transamerica Corporation, 6400 C Street SW, Cedar Rapids, IA 52499 — All Rights Reserved.
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