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| OCTOBER 8, 2014 ISSUE:
• ACE Interest Rates Are Changing
• Important TransNavigatorSM IUL Update: Adjustments to Maximum Illustrated Rate
• Now Available on WinFlex: TransNavigatorSM IUL
• Tax Facts on Insurance and Employee Benefits
• AMB 3952 - General Agent's Duty to Inform Transamerica of Adverse Events
• Final Expense New Business Call Center Closure
• Brokerage New Business, Commissions and Inforce Contact Center Closures
• New DMF Form Required with Permanent and Term Products
• Check Your Forms Before Submitting
• Go Mobile with the New Version of the LifeSales iPad® App 
| General agents: This symbol indicates information that may be of interest to your producers. |
PRODUCT DEVELOPMENT & MANAGEMENT
 ACE Interest Rates Are Changing for the Week of October 13 Threshold interest rates have decreased 10 basis points for TransACE® 2014, TransACE® 2013, TransACE® CV 2013 and TransACE Survivor® 2013. To view threshold interest rates, click here. Sign up to receive a text message alert when ACE interest rates change. Text ACE-RATES to 36698.
Important TransNavigatorSM IUL Update: Adjustments to Maximum Illustrated Rate
Effective Oct. 10, 2014, Transamerica will be reducing the maximum illustrated rate on the TransNavigatorSM Index Universal Life (IUL) product to 10%. This adjustment will be reflected in the TransWare® illustration software and WinFlex. Please note that the Caps on the Index Accounts are not changing at this time. Moving forward, please use the updated marketing materials below and discontinue use of the previous versions.
Now Available on WinFlex: TransNavigatorSM IUL
Effective immediately, TransNavigator IUL can now be illustrated on the WinFlex platform.
ADVANCED MARKETING Tax Facts on Insurance and Employee Benefits General agents and producers can take advantage of discounted pricing by ordering the two-volume Tax Facts on Insurance and Tax Facts on Employee Benefits now for December delivery. Orders placed before Oct. 10 will receive substantial savings. To get the order form, click here.
COMPLIANCE
AMB 3952 - General Agent's Duty to Inform Transamerica of Adverse Events All producers and agents have a continuing duty to inform Transamerica of events that occur after appointment that would change the answers to background questions in the appointment application. Agency Managers' Bulletin 3952 provides you with a guide to professional conduct as well as examples of events that would need to be reported to Transamerica. Click here to view the AMB, or go to "Sales Tools," then select the "Agency Managers' and Compliance Bulletins" link (under Resources) and check "View All."
OPERATIONS
Final Expense New Business Call Center Closure The New Business Call Center supporting Final Expense business will close at 3:15 p.m. CT, Friday, Oct.10 for a department-sponsored employee event. System access via TransACT will be available to obtain a policy's status. Final Expense policy phone coverage will resume Monday, Oct. 13.
Brokerage New Business, Commissions and Inforce Contact Center Closures
The Brokerage New Business Call Center, Commissions and the Inforce Policy Contact Center phone lines will not open until 11 a.m. CT on Tuesday, Oct. 14 (rather than the 8 a.m. regular start time) for a company-sponsored employee event. System access via TransACT to obtain information on policies will still be available. Regular phone and email coverage will resume at 11 a.m. CT.
We apologize for any inconvenience these closures may cause and appreciate your business.
FORMS
New DMF Form Required with Permanent and Term Products Effective Sept. 17, a new Beneficiary/Additional Insured Information supplemental form (DMF 2014) is required with applications on all Transamerica permanent and term life products. Download the flyer for more information on the form, product exemption and transition rules.
Check Your Forms Before Submitting
Please be aware that the application form for Transamerica JourneySM VUL and TransNavigator IUL is U332 0613T, not application form APA40. To obtain this and related forms, please visit TransACT. Click on "Sales Tools" and then on "Transamerica Forms" under eOrdering. The correct application form will populate when you choose the product from the drop-down menu.
FOREIGN NATIONALS
Go Mobile with the New Version of the LifeSales iPad® App Great news for life insurance producers on the go: Selling to Foreign Nationals just got easier. Download version 5.0 and navigate these three simple steps for working with Foreign Nationals. • Plan for Married Couples • Request a Personalized Proposal
The new version maintains all previous functionality including product quotes, Income Protection Option Calculator, sales materials, videos and more.
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| Operations Contacts
Advanced Marketing: (877) 238-6758
Annuity Policy Service: (800) 821-9090
Commission Accounting: (800) 256-7971, Option 2
Contracts & Licensing: (800) 256-7971, Option 1
Policyholder Customer Service: (800) 852-4678
New Business & Underwriting: (800) 295-3990
Sales Desk: (866) 545-9058 TransACT Technical Support & Software Updates: (800) 742-7005
SalesOffice-Support@transamerica.com
5:30 a.m. - 4:30 p.m. PT | 
| Transamerica Life Insurance Company, Cedar Rapids, IA 52499
Transamerica Financial Life Insurance Company, Harrison, NY 10528 | TransWeekly is for general agent use only.
Not for distribution to the public. |
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1150 South Olive Street T-26 Los Angeles, CA, 90015, US
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