FIRST-QUARTER OPERATIONAL UPDATES

Keep up to date with Transamerica’s newest operational information, administrative changes, and important dates.

New Year and New Product: FCIUL Launches! We’re thrilled to kick off 2023 with a product launch — Transamerica Financial Choice IUL℠ (FCIUL), which is designed to complement our current Transamerica Financial Foundation IUL® (FFIUL). FCIUL was built to maximize funding for minimized coverage and offer the strongest potential for supplemental tax-favored income.

The launch of FCIUL creates a comprehensive and balanced IUL portfolio and allows Transamerica to continue to grow our distribution footprint in brokerage and win market share from our competitors.

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Final Expense Solutions Portfolio Application and Underwriting Enhancements On February 11, 2023, our Final Expense Solutions Portfolio of products will have new applications and a new streamlined digital buying experience, which includes the following:

• A shortened electronic application (in approved states) • Real-time underwriting decisions during electronic application submission • Fewer and less intrusive health questions for clients • Policy eDelivery option for clients, which eliminates time for paper policy printing and mailing

You Asked, We Answered: Phone Line Routing Improvement We’ve recently improved our phone line experience when you call us for assistance. Now, once agents provide their agent ID, they have more options to choose where they want to be directed. This reduces unnecessary hold times by making sure they are routed to the right queue from the start.

eDelivery Enhancements Write and submit applications quicker, get more policies delivered electronically, and receive advanced commissions faster with our improved eDelivery experience for selling experience FFIUL on iGO® e-App. See below for all the enhancements.

VIEW ENHANCEMENTS

Easier Access to the Most Requested Forms For applications submitted with outstanding requirements, we’ve started emailing links to the most requested forms, like underwriting, arthritis, diabetes, heart disease, and payment authorization forms. We hope this is a quicker way for you to do business.

Updated Conditional Receipt Screen and Pay Form Enhancement In iGo e-App®, if you choose to collect any money with an application, there will be no changes. You can click Yes to accept conditional coverage, we’ll draft immediately upon submission.

If you click No to collect money with an application, you now have the option to choose to wait for acceptance to draft upon underwriter approval.If you click Yes, wait for acceptance to draft upon Underwriter Approval, you’ll need to respond to an automated email to the request to verify before New Business drafts the policy.

See below for an example in iGo e-App®.

Trendsetter and IUL Products You will see a reduction in requests from us for updated payment forms. In many instances, we’ll ask you to simply view and verify premium changes rather than upload an entirely new form.

Distributor Access Is Now Available on DocFast® Brokerage general agents can now request Distributor access to DocFast®. DocFast is an electronic policy delivery platform that lets you digitally send secure and timely policy info to clients. If you are interested in Distributor access to Docfast or would like more information, please reach out to your sales partner or our iPipeline representative.

Thank You Thank you for continuing to partner with us. If you have any questions, please get in touch with your sales desk.