Mary C. Burgess
Transamerica has been helping people create and protect the life they’ve imagined for themselves. I’m thrilled to be part of that history, but I’m more excited about the future. The way I see it, my responsibility to you goes far beyond your financial lifestyle protection. I want to help you find the balance in your life that you’re aiming for. I think of it as your wellness – and Transamerica’s focus is making that central to everything we do for you. I want you to charge toward your retirement years with a healthy balance sheet, and a healthy heart to match. Transamerica may be 100 years strong, but what’s most important is what Transamerica can do for you now. Don’t wait. Contact me so I can help you pursue your goals to live well.
It’s important to examine your needs at least every two years and when big changes occur like graduation, buying a home, marriage, a birth, a career change and entering retirement.
Put your financial wellness strategy in place by setting goals, gathering facts, discussing a strategy, implementing that strategy, and having a periodic review of your needs.
Are you where you want to be financially? Are you prepared to fund your child’s education? Are you on the right path to a retirement you envisioned? Have you established an asset protection plan? We can help you address each by building a solid foundation in these four areas:
First, we help you take full advantage of our services by offering a basic financial education. Understanding key concepts can help you make informed decisions regarding your family’s financial future.
Next, we look to protect your family’s lifestyle, by reviewing your life insurance needs. We don’t take a cookie-cutter approach because your life and financial needs are unique to you.
Next, we’ll devise your road map for asset accumulation, involving both short-term and long-term savings strategies that can impact your lifestyle today and tomorrow.
Finally, when it’s time to consider how your assets will be distributed, we can point you to some tools that will help you create your own final wishes.
As an agent or manager with Transamerica Agency Network, you can pursue the ideal career. You will receive the support you need to serve clients by providing products and services that are tailored to different market segments. And you will have the potential to create an unlimited income by leveraging the wide range of advantages we offer.
“At Transamerica Agency Network, we are committed to the development of our people as innovative leaders in our communities and in our company.”– Wade Hampton, Sr. Vice President
From advancement opportunities, 401(k) plans, marketing and technologies, to case management support, you have the full platform needed to scale your success.
Whether you’re in the field working with families, managing cases for our clientele, or developing leadership throughout our office, you can find your fit at our Career Agency.
When it comes to preparing for your future, there’s no time like the present.
Find out in 3 minutes by taking the 5 question HowMoneyWorks Challenge online now.Take the Challenge Now