premium finance - rd marketing group premium_finance_capabilities_flyer.pdfthe objectives of clients...
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For producer use only. Not for distribution to the public.
Premium FinanceAccessible Expertise: Only a Phone Call Away
Transamerica’s Premium Finance Desk is committed to providing you with expertise and exceptional service to help you close traditional premium finance cases.
Through our proprietary platform we call TransLINKSM, you will receive a wide range of benefits that include:
n Initial case qualification
n Case design and sales strategy development
n Producer coaching
n Case management support
n Ongoing training and market updates
n No commission splitting
Whether you are an experienced producer or new to the premium finance market, the Transamerica Premium Finance Desk is here to help you serve the objectives of clients and grow your business by:
n Guiding you through the complex process of premium finance
n Providing the market support to reach the high net-worth market
n Working through the concerns and questions from clients and their advisors
n Exploring and analyzing the many different loan options
TransLINKSM Process
Agencies should have a good sense of client financials before submitting a TransLINKSM case
1. Agent conducts a needs analysis with the client
2. Agent collects client financial data and submits the TransLINK Fact Finder to their Agency
3. Agency submits TransLINK Fact Finder with client financial data to Premium Finance Desk
4. Premium Finance Desk will design and manage the case with an acceptable lender
5. Agency processes the policy with Transamerica
Marketing Materials
nPremium Finance Producer Brochure (OLA 2108) Available soon
nTransLINK Fact Finder (OLA 2072)
nTransLINK Case Design and Consumer Reports (OLA 2033)
Other Premium Finance Services
nProvide analysis on non-TransLINK loan programs
nProvide high level consulting and contact information for non-TransLINK loan programs
nEnsure all premium finance transactions adhere to Anti-STOLI guidelines
Premium Finance
OLA 2053 0211
For producer use only. Not for distribution to the public.
Claire Durand, CFP®, CLU, ChFCManaging ConsultantExtension [email protected]
n Management of the departmentn Key relationship manager between the
lending institutions and the agencyn Producer coachingn Ongoing training and market updates
Role and Responsibilities
n Key contact with new business and underwriting departments
n Case designn Case management support
Elaine Lui Senior AnalystExtension [email protected]
Call us today: 1-866-545-9058Option 2 for Premium Finance, then option 7 to dial an extension.
The Team
Since getting the answers you need fast is critical to your success, our team is accessible by phone, via email, and even in person
n Case designn Producer presentationsn Lender review and due diligence
n Lead technical consultantn Initial case qualificationn Case design and sales strategy
developmentn Producer Presentations
Andrea Valdez, JD, CLU, ChFC ConsultantExtension [email protected]
Michael Gunnar, ChFC Senior ConsultantExtension [email protected]