CONCIERGE PLANNING BENEFITSM WITH TRANSAMERICA FINANCIAL FOUNDATION IUL®

MAKING COMFORT ANDCERTAINTY THE PLAN

You’re preparing for the future by purchasing life insurance to protect the people you love. Transamerica Financial Foundation IUL® (FFIUL) can make that even easier with funeral concierge services from Everest Funeral Package, LLC (Everest) at no additional cost.

Transamerica’s new Concierge Planning BenefitSM allows owners/insureds to take advantage of a full suite of services offered through Everest. Available on qualifying1 Transamerica Financial Foundation IUL® policies, you can protect your family with an IUL policy with death benefits, living benefits, and now funeral preparation and planning benefits.

1 Available with policies with face amounts of $250,000 and above and not on direct bill monthly.

Receive Everest Welcome Brochure

in the mail

Periodically review and update plans and documents as needed with Everest online and TenzingTM

Everest Senior Advisor remains in continuous contact with your family to ensure completion

of all details

Log in to Everest to explore online tools, complete

legal documents, and put your wishes

in writing

At time of need, your family will call Everest to discuss

your wishes. Transamerica’s

expedited claims process may

be initiated, if available

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Everest and your family finalizes

arrangements with funeral home

Tim

e of

Dea

th

TRANSAMERICA & EVEREST FUNERAL CONCIERGE

The Concierge Planning Benefit from Transamerica is designed to make funeral planning simpler and potentially less expensive. Here’s how it can work for you:

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2 Subject to qualifications and two-year contestability period.

INDEX UNIVERSAL LIFE YOU CAN USE TODAY

The Transamerica FFIUL is a flexible insurance solution that offers protection and additional value today and tomorrow. On top of straightforward and transparent crediting rates for cash value, and the potential to increase your death benefit, the FFIUL gives you the option to add a host of living benefits.

Now with the Concierge Planning Benefit, you have one more way to customize your FFIUL.

WHAT YOU GET

The Concierge Planning Benefit is hosted by Everest, offering 24/7 funeral planning and concierge services.

Everest’s Senior Advisors are licensed funeral directors that provide customized funeral plans and price

negotiation assistance. Independent and not associated with any funeral home, burial, or cremation provider, Everest

works with any funeral home, anywhere in the world.

TRANSAMERICA’S EXPEDITED CLAIMS PROCESS

On qualifying FFIUL policies, a portion of your death benefit may be paid to your beneficiary in as little as 72 hours from the time the required paperwork is received and is in good order. Transamerica’s expedited claims process can pay up to $25,000 of the total death benefit to cover funeral-related or any other expenses that may arise.2 Everest is here to help your family in completing the necessary paperwork and will assist in the coordination with Transamerica.

24/7ADVISOR ASSISTANCE

Consumer advocates are available 24/7 to assist with all funeral-related needs. Funeral planning tools available online make it easy and convenient to research and plan at your convenience.

ACCESS TO WILL PREPSM

Use of tools to create will, healthcare directive, power of attorney, and other customized legal documents. Create, sign, save, and print your legal documents from anywhere.

TENZINGTM

Unlimited capacity for secure storage of your personal data and documents.

PRICEFINDERSM

Decision making and budgeting is easy with on-demand comparisons of funeral home prices in your area.

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270223© 2020 Transamerica. All Rights Reserved.

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Here for you at the hardest of times.

Visit: transamerica.com

Contact your insurance professional to learn more.

The funeral concierge services and any associated warranty provided by Everest Funeral Package, LLC are solely provided by Everest Funeral Package, LLC, not by Transamerica Corporation or any of its affiliates. EVEREST® is a federally registered service mark of Everest Funeral Package, LLC. Everest and the Everest logo are service marks of Everest Funeral Package, LLC. Terms and conditions apply. See everestfuneral.com for more information. Everest PriceFinder is a service mark of Everest Information Services, LLC. Tenzing is a trademark of Everest Funeral Package, LLC. Everest Funeral Package, LLC and its respective affiliates have no affiliation with Everest RE Group, LTD, Everest Reinsurance Company or any of their affiliates. Riders and benefits have specific limitations, may incur additional costs, and may not be available in all jurisdictions. For complete details, including charges, terms and conditions of each rider and exact coverage provided, please contact your agent. Life insurance products are issued by Transamerica Premier Life Insurance Company, Cedar Rapids, IA or Transamerica Life Insurance Company, Cedar Rapids, IA. This policy may not be available in all jurisdictions. Policy Form #ICC16 IUL09, or # IUL09. Form numbers may vary by jurisdiction. Not available in New York.