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Language Of The Customer

LuntzGloballogo.pngTransamerica believes in putting customers first, even when it comes to the words we use. Transamerica has teamed with the firm of communications strategist Frank Luntz to look at how the financial industry communicates and what we could do better.

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How to Effectively Engage Clients

By: Catherine Tsai
Sep 29, 2016
“The Transamerica Guide to Effectively Engaging Clients” is now available.

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The Language of Life Insurance

By: Catherine Tsai
Jul 11, 2016
Even for those who have been selling life insurance for a while, it can help to know how today’s consumers are thinking about coverage so that we can do a better job of talking about it.

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Reader Mail: What Do Clients Value?

By: Catherine Tsai
Apr 25, 2016
This month, we tackled a question from one of our readers about what clients value.

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16 Phrases for 2016

By: Catherine Tsai
Mar 02, 2016
One phrase in particular from this list can help advisors set the tone for 2016.

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Fear, Finance, and the Family Advisor

By: Catherine Tsai
Jan 11, 2016
We all think about money from time to time. A financial advisor's job is to show how careful planning can help address any concerns.

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