Transamerica annuity disclosure form 2025

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Low minimum premiums: Transamericas annuities have minimum premiums as low as $1,000. Wide availability: Transamerica sells annuities in all 50 states and D.C. Strong financial stability ratings: Transamerica holds excellent financial strength ratings from several top credit rating agencies.
Transamerica customer complaints and satisfaction Transamerica ranked No. 18 out of 21 companies for customer satisfaction in J.D. Powers 2024 U.S. Individual Life Insurance Study.
The Transamerica Advisory Annuity has an average expense ratio of 0.49%. As of year-end 2023, the annuity industry average expense ratio was 2.06%, excluding fee for optional riders. Actual expense ratios for the Transamerica Advisory Annuity range from 0.38% to 0.68%, depending on the investment allocation.
Your 1099-R for the CIRS Pension Plan will come from Transamerica Retirement Solutions. If you have not received this tax form by mid-February, you must request that a duplicate copy be mailed to you by calling Transamerica at 1-888-976-8196.
Otherwise you cannot be assured that the request has been received and processed. For Life Customer Service. Weekdays 8:00 a.m. - 7 p.m. ET 1-800-851-9777. For Annuity Customer Service. Weekdays 8:30 a.m. - 7 p.m. ET 1-800-851-9777. For Life Annuity Web Support. For Agent Licensing Appointment Assistance.
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People also ask

Best annuity companies Best for investment options: Allianz Life. Best for fixed annuities: Athene. Best for immediate income: MassMutual. Best for low-risk annuities: Gainbridge. Best for earning dividends: New York Life. Best for death benefits: Nationwide. Best for teachers: TIAA.
An annuity is a written contract typically between you and a life insurance company in which the insurance company makes a series of regularly spaced payments to you in return for a premium or premiums you have paid.
Putting clients first. Innovative products are only the beginning. We provide inventive client solutions that include additional resources, such as tax, legal, and accounting insights. Our commitment to the industry has made Transamerica a stable value provider of choice for over 30 years.

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