Insurance & Financial Svcs

MPOWER’s broad array of client-focused solutions offers you the tools you need to help meet your financial needs. Individual Financial Services These key concepts and programs can help you get from where you are to where you want to be.

* Financial Needs Analysis

* Financial goal setting

* Recommendations and implementation

* Strategies for achieving financial goals

* Investments and asset allocation strategies

Insurance Protection

An important part of planning for the future is protecting it.

Relationships with independent third-party money managers allows those associates who are properly licensed Investment Advisor Representatives of Transamerica Advisors Network to provide personal, professional money management services. These third-party money managers can work with the following types of assets:

• Mutual Funds

• Variable Annuity and Variable Life contracts

• Exchange Traded Funds

• Individual stocks and bonds through separately managed accounts

• 401(k)s/403(b)s

As a small business owner, you provide financial and insurance solutions for yourself and your employees, as well MPOWER associates offer a variety of products and services to help you meet these needs.

Executive Compensation Programs

Executive compensation solutions can help you attract quality employees and retain key personnel. Life insurance can be an excellent way to fund executive compensation programs. Your MPOWER associate can help you explore different types of life insurance to find the one that may be right for your needs.

• Deferred Compensation

• Executive Bonus

• Split Dollar

• Key Person Insurance