Addressing Transamerica’s Enhanced Surrender Endorsement Opportunity
Addressing Transamerica’s Enhanced Surrender Endorsement Opportunity
Tuesday, May 9, 2023 at 9:30 am
Online via ZOOM
Many of you and your clients have received letters from Transamerica regarding an offer on a one-time Enhanced Surrender Endorsement opportunity for selected inforce products. This meeting will address what’s involved and give clarity for those who are interested in the endorsement. Matthew Kagawa, FLMI, VP & COO at OUH, will guide you through the various aspects of this endorsement, including how to effectively utilize this offer and the necessary steps you may need to take.