Products
IPO stands for this
Income Protection Option
This is the year Transamerica was founded
1928
DIME stands for this
Death and Debt
Income
Mortgage
Education
In a non-med situation, Transamerica will automatically order these three electronic reports on every case
Rx check, Medical Information Bureau (MIB), and Motor Vehicle report (MVR)
On term, when an application is approved other than applied and the client accepts the offer, this will need to be signed before the case can be placed in force
Amendment
This product offers the MDIR (Monthly Disability Income Rider) as an optional rider
Trendsetter LB
Amadeo Giannini
FNA stands for this
Financial Needs Analysis
A medical exam includes these five requirements to be completed by an examiner
1) Height and weight
2) Blood sample
3) Urine sample
4) Blood pressure
5) Medical questions (paramed)
Not counting final expense, if the premium increases since time of application, a new PAF will not be needed if this box was checked on the original PAF
One-time ACH debit authorization
On the FFIUL II and the FCIUL II, these are the three indexes tied to the Balanced Uncapped Index
1) S&P 500 Index
2) Fidelity SMID Multifactor Index
3) Nikkei 225 Index
This is the year Aegon was founded
1844
The Coverage Calculator is found on this TAN affiliated website
CRUMP
A Personal Financial Statement (PFS) will be required for applications equal to and greater than this face amount
2,000,000
When an existing policy is not listed on an application, corrections will be needed to these forms
Existing insurance application section, application signature page, and replacement form
On the FFIUL II, this is the average index change (after participation rate and floor) of the 20 year historical look-back period
10.87%
This is the year Aegon purchased Transamerica
1999
This fact finder helps estimate the cost of children's education
CRUMP Coverage Calculator
In most cases and on a fully underwritten product, if a client has high blood pressure they will generally be eligible for this risk class at best
Standard
1) Revised illustration
2) Policy delivery receipt (PDR)
This is the maximum illustrated rate on the FCIUL II Balanced Uncapped Index
6.57%
This is the year Monumental Life merged into Transamerica Premier Life Insurance Company
2011
These are the three fact finders available on TAN Central
1) DIME
2) FNA
3) Small Business Fact Finder
On an IUL, the client may be eligible for a Preferred Plus risk class if he / she has not used any tobacco products (excluding cigar use) for this many years
2 years
On a case requiring an attending physician's statement (APS), this is who you contact for updates on the status of the medical records
Professional Relations
(professionalrelations@transamerica.com)