Transamerica – TransWeekly Newsletter for January 12, 2017

Marketing

Updated Tax Facts Client Guide Planning for the new year? The 2017 Tax Facts Client Guide will help add value to your next client planning session. Keep the latest information at your fingertips including lifetime gift and estate tax exemptions, 2017 tax rate tables, capital gains taxes and more.

CHECK IT OUT >

Operations
Holiday Office Closure In observance of the upcoming holiday, the Transamerica administrative offices will be closed on Monday, January 16. During this closure, TransACT and MyTransmerica will be available to obtain policy information.

Business Forms
Here is the most recent Transamerica Forms Update document, which can also be found on the TransACT home page, under the Now Available section.
Posted in Bulletins.