1. Leveraging Alliances Barbara Cantello,
Vice President, Broker Dealer Development
Jolene Verlich,
Vice President, Strategic Sales Initiatives

2. Agenda Leveraging Relationships Leveraging Us Leveraging Distribution
Understanding TRS’ scope of distribution network
Leveraging Relationships
Spotlight on some of our marquee partners
Leveraging Us
Discussion on what we can do together

3. Distribution Strategic Development
Channel Management sets strategic growth pattern for Bank, Broker Dealer and TPA distribution channel
Relationship Management handles the day to day implementation of strategic growth plan top down
Results? Transamerica has more than 600 selling relationships with access to more than 500,000 Advisors across the nation.

4. Distribution Tactical Development
Channel Management works with Sales Management to build “wholesaling tracks” for our consultants to reach out to these partners
Results? As of May 30, 2006, our consultants have “touched” the Advisors of our top 4 firms alone more than 6,500 times (calls and appointments).

5. Distribution Tactical ideas we currently use:
CE Seminars (CE, CPE, CFP and Pace credit)
Business Building Workshops
Lunch & Learns / Coffee Carts
Partnering with Transamerica Capital
Question: How can we include you best in these initiatives?

6. Relationships Quality
Banks: We have productive selling relationships with the nation’s top 9 financial institutions
Broker Dealers: More than 500 selling agreements, including top wirehouse firms
Inside Track: AEGON retail broker dealers consider TRS primary retirement distribution partner. We gain access to 10,000 Advisors who collectively sell more than $2 billion in Qualified Plan business.

7. Relationships Merrill Lynch
Over 3,000 Financial Advisors within the retirement channel
Industry savvy
Opportunity to build a referral and client base
TPA friendly

8. Relationships Merrill Lynch Why Transamerica?
One of three group annuity providers
Differentiators
Over 100 funds with no proprietary requirements
Guaranteed strategies to increase participant rates
Opportunity to buy-out takeover penalties without reducing Advisors commission

9. Relationships Merrill Lynch TPAs, Transamerica and Merrill Lynch
Service Level Agreements
Financial Reimbursement
Proactive monitoring versus reactive

10. Relationships
Working with Merrill Lynch?
Relationship off to a quick start
Success story with a TPA
Question: Once the Agreement is in place, how would you like to partner with TRS to work with Merrill Lynch in order to grow your business?

11. Us What do we do from here? Your Feedback
Completing the Evaluation Form – our follow up commitment