Strategic Marketing Services Podcast Library

Welcome to Transamerica's Strategic Marketing Services Podcast Library, featuring podcasts on a variety of topics related to financial planning, estate planning and services that can be learned through the special group of Transamerica's Strategic Marketing. These podcasts are hosted by Transamerica's qualified financial professionals, planners and consultants. They are produced and directed by the authors listed on each podcast.

Featured Podcasts

• Questions You Need to Ask Before 2010 Arrives Conference Call December 09
  Related Resources:
  • Legacy Planning
    Four Questions Producer Flyer
• Dynasty Trust Conference Call November 09
  Related Resources:
  • Dynasty Trust
    Four Reasons Consumer Flyer
  • Dynasty Trust
    Strategy Summary Producer Flyer
• Blended Families Conference Call October 09
  Related Resources:
  • Blended Families
    Consumer Brochure
  • Blended Families
    Four Reasons Consumer Flyer
  • Blended Families
    Strategy Summary Producer Flyer

December 2009

• Taking a Look Back . . . and Forward
  Four Questions that Can Lead to Year-End Sales
  by Victor Sanchez
  • PDF of Article
• The Conversation Easement with Wealth Replacement Trust Strategy for Landowners
  by Nerre Shuriah
  • PDF of Article
• The Special Planning Needs of the Nation's 2.1 Million Family Farms
  by Nerre Shuriah
  • PDF of Article
• End of the Year Sales Opportunities Still Exist
  A 412(e)(3) Case Study
  by Michael Gunnar
  • PDF of Article