Friday, October 9, 2009

Educate Yourself and Attract a Higher Level of Client's!

The 2010 editions of Tax Facts, ERISA Facts and Field Guides to Estate Planning/Financial Planning are now available to Transamerica general agents and producers.

2010 Tax Facts 1 (life insurance)
Comprehensive, easy-to-understand tax information on life and health insurance, annuities, employee plans, estates and trusts and business continuation plans. This information is available in printed book format (imprinted with Transamerica’s logo) and on CD-ROM.


2010 Tax Facts 2 (investments)
Current information on taxation of stocks, bonds, mutual funds, real estate and other investments. The 2010 Tax Facts 2 is available in printed book format (imprinted with Transamerica’s logo) and on CD-ROM.

2010 ERISA Facts
Clear, insightful answers to hundreds of ERISA questions regarding employee benefit plans, administrative requirements and disclosure provisions. The 2010 ERISA Facts is available in printed book format only.

2010 Field Guide to Estate Planning and the 2010 Field Guide to Financial Planning
Excellent resources for those interested in learning the latest information about these advanced planning topics. Both Field Guides are available in printed book format and on CD-ROM.

To place an order, please click here to download the order form, or email us to request it, and return it by mail to Transamerica Insurance & Investment Group, Field Education Dept., 1150 S. Olive St., T-26-08, Los Angeles, CA 90015, no later than November 10, 2009. Payment must be made by check.

If you have any questions please feel free to call us at (505) 298-2111 or email us.