FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook

January 2021   


The Next Normal: Embracing Innovation for Financial Advisors

It’s no secret that COVID-19 has upended and drastically changed our lives forever. Orders to stay home and stay safe have expedited the transformation of digitally enabled relationships and technological advances at an unprecedented pace. This pandemic also has created a nearly immediate acceptance of a virtual working environment – one that will stay with us in some form long after the pandemic passes.

This is true for financial advisors, as well.

Protection And Growth Potential

Do clients ever feel like they have to choose between protecting their financial futures and the opportunity to grow assets and build wealth? With Transamerica Principal OptimizerSM, our new optional rider available with a Transamerica variable annuity, your clients could have both.

Download the brochure to show your clients how Transamerica Principal OptimizerSM may help them achieve their financial goals.


Whether it’s by a successor trustee who won’t allow you to continue managing the family trust or by the grantor’s widow or other heirs who overwhelmingly replace the grantor’s preferred advisor, the result is the same. Learn how to mitigate these risks.

The Securing a Strong Retirement Act of 2021

Like the original SECURE Act, the 2.0 version advocates for providing American workers and savers with a strong financial future.


A Planner's Guide to Consolidated Advisory Fees

Investment management is commoditized and consumers have higher expectations of financial advisors than ever before—so how do you make your value known from the first time you meet with a new prospective client?

In this white paper, we’ll show you how to make your first meeting all about planning—and immediately prove your worth as a result. You’ll also learn what you need to know about the industry trends that have shaped planning into such a critical service.

Build A Foundation for Success—Even in the Face of Uncertainty. Download A Planner's Guide to Consolidated Advisory Fees today.

How to Thrive Under Difficult Conditions and Uncertainty

Regardless of pandemics, elections, or natural disasters, advisory firms need to consistently deliver value to their clients even during difficult times. By making plans today and creating a proper strategy to navigate tough economic conditions, firms can continue to thrive in the face of any challenges that may come their way.

In this eBook, we’ll cover some tips to help firms build a foundation for success—even in the face of uncertainty.