1. 3rd Quarter Producer Web Conference
Presented By:
Stig Nybo, Regional Vice President
David Hiss, Regional Vice President
Peter Sullivan, Regional Vice President
For Producer Use Only. Not For Public Distribution.

2. For Producer Use Only. Not For Public Distribution.
Overview
Enrollment Workshop Online
Educational Seminars
Executive Summary
Compliance Updates
For Producer Use Only. Not For Public Distribution.

3. For Producer Use Only. Not For Public Distribution.
Enrollment Workshop Online
Interactive Web based enrollment workshop
Follows the 5-step process of the “Retirement. A journey
made simple.” Enrollment Kit
One-on-one enrollment workshop experience
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For Producer Use Only. Not For Public Distribution.

4. For Producer Use Only. Not For Public Distribution.
Enrollment Workshop Online
Available to everyone on
(new business and in-force business)
Two versions
Users with DSL connection or better
Users with dial-up connection
For Producer Use Only. Not For Public Distribution.

5. For Producer Use Only. Not For Public Distribution.
Enrollment Workshop Online
Help information on workshop functionality
Simple Solutions Worksheet
Navigate
through the
5 steps
Narrator:
Video / Movie
Text display for users without speakers
Main stage area for
graphics animation and illustration
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For Producer Use Only. Not For Public Distribution.
Footnotes and disclaimers

6. For Producer Use Only. Not For Public Distribution.
Enrollment Workshop Online
Additional Features
Perspectives (testimonials)
Interactive Risk Tolerance Questionnaire
Interactive Simple Solutions Calculator
Access to plan specific fund line-up
Access to Fund Fact Sheets
For TA East Signature Services clients
Access to plan specific Enrollment Forms
Access to plan specific Rollover Forms
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For Producer Use Only. Not For Public Distribution.

7. For Producer Use Only. Not For Public Distribution.
Phase II
Users with access to Online Enrollment will be connected to the Online Enrollment feature
Users must have their online enrollment PIN
Users with access to online forms only (no Online Enrollment)
Automatically pre-fill forms with information stored in My Profile
Allow users to complete the remaining items on their forms online
Allow users to submit their completed forms online (researching feasibility)
For Producer Use Only. Not For Public Distribution.

8. For Producer Use Only. Not For Public Distribution.
Demo available on
For Producer Use Only. Not For Public Distribution.
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9. For Producer Use Only. Not For Public Distribution.
Educational Seminars
Investments Made Simple
Educates employees on the world of investing and how it impacts their retirement goals
The Economy Made Simple
Helps employees gain a better understanding of how economic conditions affect the market and ultimately their retirement savings
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For Producer Use Only. Not For Public Distribution.

10. For Producer Use Only. Not For Public Distribution.
Educational Seminars
The Quarterly Review Module
Included in The Economy Made Simple seminar
Educates employees on the basics of investing by using an analysis of the market performance and how it relates to a retirement investment portfolio
Module can be combined with a seminar or stand alone
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For Producer Use Only. Not For Public Distribution.

11. For Producer Use Only. Not For Public Distribution.
Executive Summary
Abridgement of the Proposal
Key points at your fingertips
Quick & concise review
Revisions can be made easily if needed
Allows for fast turnaround
able file size
Helps facilitate sales process
For Producer Use Only!
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For Producer Use Only. Not For Public Distribution.

12. For Producer Use Only. Not For Public Distribution.
Executive Summary
Executive Summary Contents:
Executive Summary
Features & Benefits
Broker Services
Investment Overview
Services & Fees
Commission Illustration
16 pages total
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For Producer Use Only. Not For Public Distribution.

13. For Producer Use Only. Not For Public Distribution.
Executive Summary
How to obtain an Executive Summary
Proposal Request Form
Internal Sales Desk ( )
Available now for the Transamerica Director Series II (TALIAC)
Available for the following products by the end of July
Transamerica Director Series II (TFLIC)
Transamerica Partner Series II
Transamerica Advisor Series
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For Producer Use Only. Not For Public Distribution.

14. For Producer Use Only. Not For Public Distribution.
Compliance Updates
New Developments
Enacted Legislation/Regulations
Proposed Legislation
GUST Restatements
For Producer Use Only. Not For Public Distribution.

15. For Producer Use Only. Not For Public Distribution.
New Developments
Enacted Legislation
SARBANES-OXLEY
Effective 1/26/03
30 day Notice for blackout periods
$100/day/participant for failure to provide notice
Prohibits Directors from Trading ER Sec.
Higher Criminal Penalties
For Producer Use Only. Not For Public Distribution.

16. For Producer Use Only. Not For Public Distribution.
New Developments
Recently Issued Regulations
D.O.L. : Retirement Plan Expenses
Provides Tremendous Flexibility
Potential problems
I.R.S. has not approved
For Producer Use Only. Not For Public Distribution.

17. For Producer Use Only. Not For Public Distribution.
New Developments
Proposed Legislation
Pension Preservation & Savings Expansion Act of 2003, H.R. 1776
PROPOSED not ENACTED
Making some EGTRRA provisions Permanent/accelerate Limits
Increase Retirement Plan Participation & Savings
Simplifying Retirement Plan Rules
EGTRRA: Economic Growth and Tax Relief Reconciliation Act of 2001
For Producer Use Only. Not For Public Distribution.

18. For Producer Use Only. Not For Public Distribution.
New Developments
Proposed Regulations
401(k) Reg’s consolidation
PROPOSED not ENACTED
Awaiting Comments from the industry
Addresses Bottom-Up QNECs
For Producer Use Only. Not For Public Distribution.

19. For Producer Use Only. Not For Public Distribution.
New Developments
GUST Restatements
Individual Drafted Plans (2/02)
VS & MPP extended until (9/30)
All Plans must be updated
Potential Problems for Non-compliers
For Producer Use Only. Not For Public Distribution.

20. For Producer Use Only. Not For Public Distribution.
Q & A
For Producer Use Only. Not For Public Distribution.