Transamerica – TransWeekly Newsletter for August 25, 2016

Product New Trendsetter Term Consumer Letters Check out the latest Trendsetter materials. Use the new term life insurance, Trendsetter® Super, and Trendsetter® LB letters to make a connection with new and existing clients. ________ Forms Updated Questionnaires Now Available All supplemental questionnaires have been updated, which required an assignment of new form numbers. View affected forms here. The updated questionnaires are available via TA Forms on TransACT. Please note, the new forms do not allow alteration after submission. If any information is incomplete or requires changes, a newly completed questionnaire must be submitted. Use of the new forms is required for any questionnaires received on or after October 1, 2016. New Final Expense Form Required in Washington A new Accelerated Death Benefit Rider Disclosure Form is required for Final Expense sales in the state of Washington. The new form number is ACC-DISC LR WA 01, and it will be available beginning on Friday, August 26. This form will be required with all applications received on or after October 1, 2016. ________ Business Forms Here is the most recent Transamerica Forms Updatedocument, which can also be found on the TransACT home page, under the Now Available section.

Transamerica – TransWeekly Newsletter for June 30, 2016

PRODUCT

Trendsetter Portfolio Reprice Effective June 25, 2016, Trendsetter Super and Trendsetter LB were repriced to align with Transamerica’s strategic focus and to improve our competitive position within key customer markets. In particular, we’ve improved our rates for clients age 45 and under and for Standard and Preferred Tobacco users. Significant improvements were made for the Trendsetter® Super policy with a face amount of $1 million and below. Please note that the Preferred Choice risk class was replaced with Preferred Non-Smoker risk class. For complete details, view the product bulletin. Trendsetter LB Approved in Massachusetts Trendsetter LB was approved on June 24, 2016 in the state of Massachusetts. With this approval, Trendsetter® Express is no longer available for sale in the state. ________

FORMS

Access Updated Compensation Forms on TransACT Producer rate forms have been updated to reflect Trendsetter LB being available in Massachusetts and the removal of Trendsetter Express. Access these forms on TransACT® by clicking the Sales Tools tab, then Agency Forms under the eOrdering section. The Producer Commission Rate Form, Single Case Heaped, and Non-Heaped Commission Rate Forms will be under the Producer Commission Rate-Life Forms drop-down. The Sales Director Commission Designation Form will be under the General Agency and Producer Miscellaneous Forms drop-down. ________

UNDERWRITING

New Underwriting Enhancement We’ve updated our underwriting requirements to use NT-proBNP, a lab test that measures peptides secreted by the heart. This will be used in place of resting electrocardiograms (ECGs) for some age and face amount combinations and in addition to the ECG for others. This positively affects the client, as it requires fewer ECGs overall and no routine stress testing at any age or face amount. Plus, tests are done in a laboratory using blood specimen already provided by the applicant.
Age NT-proBNP added at Face Amount of: Obtain ECG at Face Amount of:
41-50 >/= $5,000,000 No changes
51-60 $500,000 (or $500,001 per product break) $2,000,000 (or $2,000,001 per product break)
61-70 $250,000 (or $250,001 per product break) $2,000,000 (or $2,000,001 per product break)
71-80 $100,000 (or $100,001 per product break) $500,000 (or $500,001 per product break)
81 + All All
All >$10,000,000 >$10,000,000
View the updated Underwriting Guidelines. ________

Business Forms

Here is the most recentTransamerica Forms Updatedocument, which can also be found on theTransACThome page, under the Now Available section.