TTransamerica logo

Transamerica Unclaimed

Financial Services

www.transamerica.com

Financial services company delivering retirement, life insurance, and investment solutions through professionals across the United States.

Transamerica is a financial services company that has provided access to financial freedom for all for more than 120 years. The organization serves individuals, families, and professionals by offering clear, personalized planning and a broad range of retirement, protection, and investment capabilities, supported by tools and resources that help people make informed decisions. With a nationwide network of agents and financial professionals, Transamerica aims to simplify financial planning at every stage of life and help people live their best life.

To empower individuals and families to achieve financial security through clear, personalized planning and access to retirement, life protection, and investment solutions.

What we offer

Term Life Insurance

Financial protection for your loved ones during critical times.

www.transamerica.com/individual/insurance/term-life-insurance

Whole Life Insurance

Offers lifelong coverage, guaranteed death benefits, and cash value growth.

www.transamerica.com/individual/insurance/whole-life-insurance

Index Universal Life Insurance

Achieve growth potential and death benefit protection with flexible index universal life insurance.

www.transamerica.com/individual/insurance/index-universal-life-insurance

Final Expense Life Insurance

Provides financial security for funeral and end-of-life expenses.

www.transamerica.com/individual/insurance/final-expense-life-insurance

Registered Index-Linked Annuities

Provides growth potential with market protection for retirement income.

www.transamerica.com/individual/annuities/registered-index-linked-annuities

Variable Annuities

Achieve retirement income flexibility with Transamerica's Variable Annuities.

www.transamerica.com/individual/annuities/variable-annuities

Customer Direct Annuity

Provides straightforward access to retirement income solutions for financial security.

www.transamerica.com/individual/annuities/advisory-annuity

Mutual Funds

Invest effectively with Transamerica's professionally managed mutual funds.

www.transamerica.com/individual/investments/mutual-funds-overview

Exchange-Traded Funds

Access diverse investment strategies through flexible ETFs.

www.transamerica.com/individual/investments/exchange-traded-funds

Employee Benefits

Service

Comprehensive Employee Benefits Programs to support employee well-being.

www.transamerica.com/individual/employee-benefits/employee-benefits-overview

Rollover IRA

Easily transfer retirement accounts into a Rollover IRA for enhanced management.

www.transamerica.com/individual/retirement/ira-rollover

Market segments

Annuities

Products that provide guaranteed or market-linked retirement income, principal protection, and tax-deferred growth to support lifetime or scheduled payouts.

Retirement accounts and investment funds

Accounts and pooled investment vehicles used for retirement savings and accumulation, offering tax deferral, diversified investments, and flexible access to funds.

Permanent life insurance

Long-duration life insurance policies that provide guaranteed death benefits, cash value accumulation, and potential tax advantages for estate planning and long-term savings.

Term life insurance

Time-limited life insurance policies that deliver affordable death benefit protection for a defined period, with conversion options and rapid underwriting for short- and mid-term protection needs.

Group life and disability insurance

Employer-sponsored benefits that provide group life, disability, and supplemental coverage to protect employees' income and financial well-being.

More information about our offering

Term Life Insurance

Term life insurance offered by Transamerica provides financial protection for a specified period, helping ensure that your loved ones are covered in case of unforeseen circumstances.

  • Convert to Permanent Coverage
    Secure lifelong protection by easily transitioning to a permanent policy as your needs change.
  • Choose Your Term Length
    Select a term that aligns with your goals, ensuring financial support during crucial life stages.
  • Get Affordable Protection
    Enjoy peace of mind with budget-friendly premium options that ensure you and your family are protected.
  • Get Instant Quotes Online
    Access immediate pricing estimates to make informed decisions and streamline your buying process.

Whole Life Insurance

Whole life insurance is a permanent life insurance policy providing lifelong coverage with guaranteed death benefits and cash value accumulation.

  • Guarantees Financial Security
    The guaranteed death benefit ensures that your loved ones receive a financial safety net, providing peace of mind knowing they will be supported in your absence.
  • Builds Cash Value
    As premiums are paid, a portion goes into a cash value account that grows over time, offering opportunities for loans or withdrawals as needed.
  • Costs Remain Stable
    Fixed premiums provide predictability in financial planning, ensuring that your insurance costs do not fluctuate over time.
  • May Provide Dividends
    Dividends offer a potential increase in value, contributing to policy flexibility and enhancing the overall benefits you can derive from your insurance.

Index Universal Life Insurance

Index universal life insurance offers flexible premium payments and cash value growth linked to a stock market index. It provides policyholders with the potential for growth while ensuring a death benefit for beneficiaries.

  • Grow Your Cash Value
    Linked to a stock market index, offering potential growth while minimizing risk.
  • Ensure Financial Security
    Guarantees a payout upon the policyholder's death, helping loved ones maintain their lifestyle.
  • Customize Your Payments
    Policyholders can choose how much to pay and when, providing financial flexibility.
  • Enjoy Tax Benefits
    Contributions grow tax-deferred, enhancing the overall value of the policy.

Final Expense Life Insurance

Final expense life insurance helps ensure that loved ones won't face financial burdens when covering funeral expenses. This policy provides a straightforward solution for those looking to plan for end-of-life costs with flexibility and affordability.

  • Enjoy Immediate Coverage
    Final expense life insurance offers immediate coverage from the moment the policy is approved, ensuring that beneficiaries have access to funds without unnecessary delays.
  • Afford Premium Payments
    Final expense life insurance features competitive and affordable premium options, making it easier for individuals to plan for their end-of-life expenses without straining their finances.
  • Secure Whole Life Coverage
    This product encompasses whole life coverage, ensuring that policyholders are protected throughout their life without the risk of losing coverage due to age or health changes.
  • Guarantee Your Acceptance
    This policy allows eligible applicants to secure final expense life insurance without the need for a medical exam, making it accessible for older adults or those with health concerns.
  • Select Your Benefit Amount
    Final expense insurance offers flexible benefit amounts allowing individuals to choose coverage levels that align with their anticipated end-of-life costs, ensuring financial support during a challenging time.

Registered Index-Linked Annuities

Registered index-linked annuities offered by Transamerica provide a unique mix of investment growth potential linked to a market index while ensuring protection against market losses. These products are designed to help customers plan their retirement income effectively.

  • Links Growth To Market Indices
    This feature allows the annuity's returns to be tied to the performance of major market indices, offering clients a chance for growth while minimizing risks.
  • Protects Your Principal Investment
    This safety net ensures that regardless of market fluctuations, your initial investment remains intact, allowing for a more secure financial future.
  • Offers Flexible Income Solutions
    This feature allows clients to tailor their income streams in retirement, making sure that their withdrawals align with their personal financial needs and goals.

Variable Annuities

Variable annuities offered by Transamerica provide a flexible investment option that combines potential for growth with tax-deferred earnings. They can help you create a steady income stream during retirement while also offering investment choices to align with your risk tolerance.

  • Enjoy Tax-Deferred Growth
    With variable annuities, your investment grows without being subjected to annual taxes, making it a favorable option for long-term savings.
  • Receive A Guaranteed Income
    Variable annuities can be structured to provide a consistent income over a specified period or for life, offering peace of mind during retirement.
  • Select From Multiple Investments
    Variable annuities offer a diverse range of investment choices from stocks to bonds, providing flexibility to match your financial goals.
  • Access Your Money
    While there are implications for withdrawing early, variable annuities allow access to your funds when necessary, providing financial flexibility.

Customer Direct Annuity

The Customer Direct Annuity from Transamerica provides straightforward access to retirement income solutions. It's designed for individuals seeking reliable financial planning support, enabling you to secure your future with confidence.

  • Ensures Financial Stability
    With the Customer Direct Annuity, you can ensure a dependable income stream during your retirement years, helping you maintain your lifestyle and cover essential expenses.
  • Grow Tax-Free
    Investments within the Customer Direct Annuity grow tax-deferred, potentially increasing your retirement savings and allowing you to make the most of your contributions.
  • Customize Your Payments
    Choose from different payout strategies, enabling you to customize how and when you receive your funds based on your retirement goals and financial situation.

Mutual Funds

Transamerica offers a range of mutual funds designed to help investors build financial freedom. These funds are managed by professionals and are intended for various investment goals and risk tolerances.

  • Benefit From Expert Management
    Investors benefit from the expertise of financial professionals dedicated to managing the mutual funds, providing peace of mind and helping maximize returns.
  • Choose From Various Funds
    Investors have access to a selection of mutual funds that span different asset classes and investment strategies, facilitating tailored investment choices.
  • Easily Purchase Funds
    The convenience of purchasing mutual funds through financial professionals ensures that investors can start building their investment portfolios with ease.

Exchange-Traded Funds

Transamerica offers a range of exchange-traded funds (ETFs) that provide flexibility and efficiency, allowing investors to access professionally managed strategies. ETFs combine the benefits of mutual funds with the trading advantages of stocks.

  • Access Professionally Managed Strategies
    These active ETFs allow investors to benefit from dynamic management strategies, with the potential for optimized returns not typically available in passive ETFs. Investors can adapt their portfolios quickly based on market changes.
  • Achieve Greater Portfolio Diversification
    Investors can include diverse asset classes and sectors in their portfolios with Transamerica's ETFs, which may mitigate overall investment risk and enhance potential returns.
  • Trade Anytime During Market Hours
    Unlike mutual funds, which are traded at the end of the day, ETFs offer the ability to trade throughout the trading session, allowing investors to respond to market conditions in real time.

Employee Benefits

Employee benefits offerings include workplace life insurance, disability insurance, and supplemental insurance designed to meet the needs of employees through their employer's program.

  • Ensures Financial Protection
    Workplace life insurance helps secure the financial future of employees' families by providing benefits in the unfortunate event of an employee's passing.
  • Provides Income Security
    Disability insurance ensures that employees maintain a level of income during times when they are unable to work, helping them manage their expenses and financial obligations.
  • Offers Extra Coverage Options
    Supplemental insurance allows employees to customize their benefits package, providing additional financial support in various situations.

Rollover IRA

Rollover IRA offered to facilitate retirement account transfers.

  • Enjoy Tax-Deferred Growth
    With a Rollover IRA, your investments can grow tax-deferred, enabling you to maximize your savings for retirement without the burden of immediate taxes.
  • Access Multiple Investment Options
    Invest in a diverse portfolio that suits your risk tolerance and retirement goals with a broad range of options available.
  • Withdraw Funds Flexibly
    Enjoy the freedom to withdraw funds when you retire, aligning your financial needs with your lifestyle changes.
  • Transfer Unlimited Funds
    You can move as much money from your previous retirement account as you wish, without statutory contribution limits.

Related Organizations