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Every month we’ll give you a consolidated look at exciting product updates, sales strategies, and more — all in one place. Don’t miss out!
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Thanks to our shared focus, we delivered exceptional results last year for your clients, including faster turnaround times and fewer requirements. Together, we achieved meaningful improvements across the board:
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Fewer paramed requirements: Paramedical vitals and labs were ordered on just 18% of applications, down from 23% the prior year*
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Reduced APS usage: APS orders dropped significantly to 11% of cases, compared to 21% the year prior*
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Minimal follow up requests: Questionnaires and PHIs were reduced to under 1% for the year — down from ~8% in prior years*
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Faster decisions: Average cycle time improved to 14 days in 2025, down from 20 days the year prior, with over 56% of cases decisioned within just five days*
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As we continue to enhance our application, streamline the underwriting process, and leverage more robust data sources, we expect these results to improve even further.
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FFIUL II Express: ‘Soft Decline’ screen
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We’re excited to share a recent enhancement to the Transamerica Financial Foundation IUL® II Express (FFIUL II Express) app experience. A new Soft Decline screen is designed to keep your sales moving forward when a client doesn’t qualify for the Express process.
Rather than a hard stop, this screen explains why the client is ineligible and guides you to some alternate solutions. For example, you can easily transition to a Transamerica FE Express SolutionSM app or weigh whether a fully underwritten product may be a better fit for your client’s needs.
This enhancement is designed to streamline your workflow, improve transparency, and provide applicable alternatives to continue the conversation and find appropriate coverage for your client.
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New: Social media toolkits
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To help you connect with more clients, we’re rolling out two “Social Media Toolkit” flyers translated in Spanish and Chinese. We’ve already included the social post text and visuals, so you can just copy and paste to share on your own social channels. Topics include general life insurance, term policies, estate planning, IULs, and more!
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R.R. Donnelley Portal: Sunsetting February 18, 2026
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As part of our ongoing efforts to modernize and streamline your digital experience, the R.R. Donnelley portal — which currently hosts copies of in force customer correspondence sent from Transamerica — will be decommissioned February 18, 2026. Here’s what to expect.
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Your clients might not realize it, but they can access all their policy documents instantly, at any time. Access is easy with our customer portal — Transamerica My Life AccessSM. Share this link with clients and use it yourself if you happen to own a Transamerica policy.
1) Log in to https://secure2.transamerica.com/login
2) Look for the blue tile on the dashboard
3) Click “Enroll Now”
4) Choose Paperless, then click Update Preferences
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Transamerica
6400 C St. SW
Cedar Rapids, IA 52499
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For Agent Use Only. Not for Use With the Public.
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© 2026 Transamerica. All Rights Reserved.
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