As you know, thinking about the future can make clients anxious. That's why a fresh perspective can be welcome. The wealth + health position helps you begin a larger conversation about the powerful ties between your clients' wealth and their health.
We're making it easier for you to speak to the connection between financial goals and health-related topics. For instance, did you know that medical expenses are the primary cause of hardship withdrawals from retirement plans?1 This week, you'll find tools to help you start the conversations that add value to your client relationships.
Understanding Wealth + Health
Use these stat-driven product flyers to show your clients the connection.
Download more information on Wealth and HealthWealth + Health Resources
When it comes to wealth + health, everyone should have the most important information close at hand. Read this article and talk with your clients about the documents they should have readily accessible.
Read More about Wealth and Health ResourcesConversation Starter
Effective client communication is a matter of engaging with them on their level. Take a look at this article and download our popular Field Guide to Effective Communication.
Read More about Conversation StarterTips From Transamerica: Week 3
Launching wealth + health
This is the essence of wealth + health. See how you can bring wealth + health to life for the good of your clients' futures.
Watch more about Launching wealth + healthThe Case for More Sleep
Nearly 80% of Americans don't get enough sleep.2 See how it can take a toll on your health as well as your wealth.
Read More more about Healthy HabitsFor questions about Wealth + Health, email your Transamerica representative.