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Transamerica Celebrates Women’s History Month With Campaign To Help Financial Professionals Better Serve Women Clients

Nicole Choquette by Nicole Choquette
March 1, 2021
in Business ☆ Finance
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Transamerica Celebrates Women’s History Month With Campaign To Help Financial Professionals Better Serve Women Clients

The Transamerica Pyramid looms over the San Francisco skyline. © Carol M. Highsmith / Getty Images

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Transamerica is shining a spotlight on the challenges facing women as they prepare for a secure financial future. In honor of Women’s History Month, Transamerica is launching its Women and Investing campaign that runs through March. The campaign kicks off with a livestream webinar, “Women and Investing: Being There for Her,” today at 1 p.m. ET.

By 2030, women will control two-thirds of the nation’s wealth, according to Family Wealth Advisor Council, and yet this important and fast-growing segment of investors still feels largely misunderstood by the financial services industry. To better serve the needs of women investors, Transamerica is providing resources to financial professionals so they can assist women in developing a comprehensive financial plan.

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Transamerica published a new white paper to help financial professionals understand the unique challenges and opportunities women face in financial planning and preparing for a secure retirement. Titled “The Future of Wealth Is Female,” the report is focused on three life phases women frequently experience—caregiving, divorce, and widowhood—and the benefits of careful financial planning for these life events.

In addition, Transamerica is sponsoring an online panel discussion on March 8, International Women’s Day. The company is also hosting two webcasts and sponsoring a four-episode podcast series featuring industry experts.

To learn more about these resources for financial professionals, register for events and download the white paper, click here.

Nicole Choquette

Nicole Choquette

Assistant Managing Editor

Belmont Newsroom

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