1. Transamerica Retirement Services
Presents
2nd Quarter
Producer Web Conference
June 3, 2002

2. Today’s Agenda
Producer Web Site
Impact Statements

3. All New Producer Web Site
What’s new at
What can the web site offer for you?
How will using the web site translate into selling more business?

4. What’s New at www.TA-Retirement.com
A new look and feel
Portal page for all audiences
Expanded product and Service information outside of log in
User friendly navigation

5. What can the web site offer for you?
Increased Functionality
Detailed sales reports
NBI Status Tracker
Commission reports
Quarterly and Annual Plan Sponsor Activity Statements
Participant Data

6. www.TA-Retirement.com Portal Page

7. Personalized Producer Home page

8. Sales Detail

9. Participant Data- By Contract

10. Participant Contract Summary

11. Balance by Fund - Contract Level

12. Participant Level Statistics by Contract

13. Participant Level Data
This page will show you the actual participant balances by fund, investment %, and money type. It will also help you to identify who the HCE’s are by viewing salaries. T is

14. Plan Contact List

15. NBI Case Status

16. Commission Earning Summary/Contract Report

17. Commissions by Contract- Transaction History

18. Accounting Statements

19. Case Search

20. How will using the web site translate into selling more business?
Track Production
Access to Participant Data.
Contract Level Data
NBI Status Tracker
Commission Reports

21. How will using the web site translate into selling more business?
Online Marketing support
Online Prospecting Tools
Online Retirement Planning Tools
Online CE Seminar Request Form
Online Marketing Materials Order Form
Legislative Updates

22. Producer Web Conference
Questions
&
Answers?

23. Impact Statements “Retirement Planning Assessment” Announcement June 3, 2002

24. Impact Statement Agenda
Overview of the Impact Statement
Eligibility
Impact Statement Timeline for the Plan Sponsor
Impact Statement Content
Roles and Responsibilities
Plan Sponsor Datasheet
Questions

25. Overview Benefit of the Impact Statement
Two Types - Participants and Non-Deferring Participants
The statements are consistent with enrollment kit methodology; potentially may alter design to match new enrollment kit designs

26. Overview - Advantages of Impact Statement
For the Participant:
Plan for Retirement
Educate
For the Sponsor:
Educate Employees
Improves retirement plan with no cost
For Producers:
Enhance value added services
Differentiate from the competitors
Provide support for individualized consulting
For Transamerica Retirement Services:
Improves our competitive position and increases our sales close rate
Encourages smarter participant investment decisions and increases participation and contribution levels

27. Overview - How Impact Statement Work
TRS gathers info from Plan Sponsor
Statements mailed either directly to the participants or to the plan sponsor for distribution
No action is required by the participants

28. Eligibility Phase I Phase II to include:
New Tier III signature service and TPA services business at TAE ($500k in first year deposits) - Rollout 6/3/2002
Phase II to include:
All alliance business meeting $500k asset requirement (Penco, SEBS)
Existing signature service (The Plan and other versions)
Advisor Series
Phase II timing and sequence TBD

29. Eligibility - continued
Plan Types - 401(k) Plans only
At least one fund in each of eight asset classes:
Cash
Bond
High Yield
Large/Mid Value Equity
Large/Mid Blend Equity
Large/Mid Growth Equity
International Equity
Small Company Equity

30. Impact Statement timeline for the Plan Sponsor

31. Impact Statement Content - Participant Version
Personal information
Where are you now in both deferrals and balances?
How much annual income will you need to retire?
What are your sources of retirement income?
What can you do to meet your goals?

32. Roles and Responsibilities
Transamerica Retirement Services Consultants
Showcase Impact Statements during the sales process
Explain the benefits of Impact Statements to the plan sponsors
Explain the plan sponsor’s role in setting up the statement.
Explain to the plan sponsor they must have 1 fund in each of the eight asset classes in the alternative mixes in order for Impact Statements to work
Proposals will include pictures of the Impact Statements

33. Sponsor Data Sheet

34. Sponsor Data Sheet

35. Impact Statement
Questions?