1. TPA Relationship Manager – Central Region
TPA Forum
Working with your TPA Relationship Manager Sally J. Stresnak
TPA Relationship Manager – Central Region

2. Working with your TPA RM
What are you looking for from your TPA RM?
What can we do to be more effective?
What services can we provide that will help you and your employees?
What kind of training and support works best?
How can we help you grow your business?

3. Working with your TPA RM
Introduction to the TPA Relationship Managers
Staying Connected
Training Opportunities
Joint Meetings and Presentations
Marketing Plans
Ongoing Assistance and Support

4. So who is the TPA Relationship Mgr?
“The TPA Relationship Manager is your Ambassador to Transamerica Retirement Services. They provide you with support on all fronts providing a voice for you at TRS. They are here to help you keep up with changes, keep your staff trained and informed and help you to grow your business.”

5. Your Transamerica TPA Ambassadors
Pamela Mayer
TPA Relationship Manager – Western Region

6. Your Transamerica TPA Ambassadors
Sally Stresnak
TPA Relationship Manager – Central Region

7. Your Transamerica TPA Ambassadors
Tim Durepo
TPA Relationship Manager – Eastern Region

8. Staying Connected
Updating and explaining any changes to how Transamerica works with you
Keeping you updated on product changes
Keeping you aware of any new tools and service available
Working as your liaison to the Transamerica home office
Your advocate at Transamerica to help drive enhancements to our services

9. Training Opportunities
Our Job is to make your administrator’s job easier
Onsite back-office training
Website Demo – TPA Download capabilities
Plan Maximizer
Product Training – We make sure that your employees really feel comfortable with TRS

10. Joint Meetings and Presentations
Business Building Workshops
Training producers to “Partner” local experts
Continuing Education Seminars
Present jointly with your TRS Sales Consultant as a Team
“TPA Team Approach” meetings with individual brokers

11. Ongoing Assistance and Support
Work to get the word out about our TPA products
Sales Consultants
Retirement Producers
Provide ongoing assistance with all issues at TRS
Product
Website
Revenue Sharing
Bringing your ideas to the table
Providing assistance when issues need to be elevated

12. Marketing Plans
Works with your Sales Consultant to put together an annual marketing plan for new business
Helps to determine what marketing pieces may work for your firm
Joint Marketing Letters with Sales Consultant
TPA Introduction Letters
Custom Broker Bullet
Newsletters
Beta Marketing Program

13. What about my day to day questions?
TPA ConnectSM
Monday – Friday
6:00 AM to 5:00 PM
Pacific Time

14. Working with your TPA RM
Questions?