Transamerica Announces Webinar for Financial Professionals on Creating Experiences that Exceed Client Expectations

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Dec 06, 2016, 09:00 ET

BALTIMORE, Dec. 6, 2016 /PRNewswire/ -- Transamerica announced today that it will host a webinar for financial advisors, consultants and third party administrators that explores how they can create and deliver meaningful and memorable experiences that exceed their clients' expectations. The webinar will be held Dec. 13 at 12 p.m., EST.

The webinar, "Secrets to Making the Client Experience Magical," will examine some of the elements behind the long-time success of the Walt Disney Company and explore how those strategies and tactics can be adopted and used by financial professionals to help them differentiate their business from that of others, while building client loyalty and increasing client satisfaction.

The webinar's featured speaker is John Formica, well known as the "ex-Disney guy" who, during his 10 years at the Walt Disney World Resort in Orlando, Fla., was selected to manage the company's top luxury resort properties during Disney's Resort Division expansion from four to 16 hotels, and led his teams to achieve the highest guest satisfaction ratings among all Disney World Resort hotels. Formica is also the author of the top selling book, Making the Customer Experience Magical Now! How to Succeed in Business and Beat Out Your Competition Today.

The webinar is the latest installment of the Transamerica Practice Management Forum, an educational series designed to offer practical commentary from a diverse group of subject matter experts. The webinar will be approximately one hour in length, with time for questions and answers.

"Transamerica is dedicated to the success of our financial professional partners, and we think that their relationships and engagement with their clients is paramount to their prosperity," said Deb Rubin, senior vice president of TPA channel development and distribution for Transamerica. "We are pleased to welcome John Formica as our guest speaker to provide his valuable expertise and unique insight on the subject of magical client experiences."

Financial advisors and third party administrators can register for the webinar by calling Transamerica at 866-824-8698, Monday through Friday, 9:00 a.m. – 7:00 p.m. ET.

About Transamerica
With a history that dates back more than 100 years, the Transamerica companies are recognized as leading providers of life insurance, savings, retirement and investment solutions, serving millions of customers throughout the United States. Transamerica works to Transform Tomorrow^® for those who entrust its dedicated professionals with their financial needs, helping them take the necessary steps to achieve their long-term goals and aspirations. Transamerica's 10,000 employees serve nearly every customer segment, providing a broad range of quality life insurance and savings products, individual and group pension plans, as well as asset management services. In 2015, Transamerica fulfilled its promises to customers, paying more than $6.9 billion in insurance and annuity benefits, including return of annuity premiums paid by the customer. Transamerica's corporate headquarters is located in Baltimore, Maryland, with other major operations in Cedar Rapids, Iowa. Transamerica is part of the Aegon group of companies. Aegon is one of the world's largest providers of life insurance, pension solutions and asset management products, operating in more than 20 markets worldwide. For the full year of 2015, Aegon managed $768 billion in revenue generating investments. For more information, please visit www.transamerica.com.

Media inquiries:

Jim Van Someren
720-529-6886
[email protected]

Julie Quinlan
213-742-5134
[email protected]

ClientExp webinar-PR (11/16)

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SOURCE Transamerica