Transamerica Life launches programme for advisors of wealthy clients

Curriculum involves training in marketing and underwriting products aimed at wealthy customers

Transamerica Life launches programme for advisors of wealthy clients

Insurance News

By Gabriel Olano

Transamerica Life Bermuda (TLB) has launched a programme for agents and financial advisors that will help them better serve the needs of high net worth (HNW) clients in Singapore.

According to a statement from the insurer, the ‘Mastering High Net Worth’ programme contains advanced marketing tools and knowledge, and provides its partners with specialised insights, ideas, and resources to meet the needs of HNW customers. It also includes continuing professional development courses and HNW product and underwriting training.

“This is an important initiative for us to take in terms of further investing in our distribution partnerships,” said Marc Lieberman, president and CEO of TLB.

The programme will kick off in December, alongside TLB’s 2019 Succession Planning Report. The report was produced in conjunction with Asian Private Banker (APB). According to TLB, the report examines the opportunities and gaps in retirement and succession planning activities for this particular segment, and will provide unique insights into the lives and needs of HNW and ultra-high net worth customers.

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