"Transamerica.
We'll monitor or record this call to make sure we're providing great service.
To get started, are you a policyholder an agent, or looking to buy a policy?
If none of those fit, just say none of those.
Again, if you're a policyholder, press one.
An agent, press two. Looking to buy a policy, press three."
与 TransAmerica 的通话摘录
Saturday, January 20, 2024 5:10 PM
他们可能会询问您打电话的原因（而不是菜单）
"Transamerica.
We'll monitor or record this call to make sure we're providing great service.
To get started, are you a policyholder, an agent, or looking to buy a policy?
If none of those fit, just say none of those.
Alright. What's your Social Security number?
If you prefer, you can also enter it on your phone.
Please say alright.
I'll get you to a representative in just a moment.
But first, to get you to the right person, please tell me what you're calling about today."
与 TransAmerica 的通话摘录
Thursday, May 9, 2024 1:09 PM
他们可能会要求您使用拨号盘输入信息
"Again, please use your phone's keypad to enter your Social Security number or to use your policy number instead, press one."
与 TransAmerica 的通话摘录
Wednesday, January 3, 2024 6:05 PM
他们可能会要求您说出或输入信息
"Transamerica.
We'll monitor or record this call to make sure we're providing great service.
To get started, are you policyholder, an agent, or looking to buy a policy?
If none of those fit, just say none of those.
Alright. Just so you know, all ten ninety nine r tax forms were mailed out by January thirty first.
Keep in mind that you won't get a form if you didn't have any taxable events during the year.
Like a distribution. Now what's your Social Security number?
If you'd prefer, you can also enter it on your phone.
Please say or enter your Social Security number."
与 TransAmerica 的通话摘录
Friday, April 12, 2024 3:56 PM
第一个电话菜单
"Transamerica.
We'll monitor or record this call to make sure we're providing great service.
To get started, are you a policyholder, an agent, or looking to buy a policy?
If none of those fit, just say none of those.
Which describes you best?
You can say a policyholder or press one, an agent or press two.
Looking to buy a policy or press three, or none of those or press four."
TransAmerica 提供一系列旨在满足不同需求的保险产品。我们的产品包括人寿保险，其中包括定期寿险、终身寿险和万能寿险保单。如果您去世，这些政策可以为您的亲人提供经济保护。我们还提供长期护理保险，为因疾病或残疾而需要长期护理的个人提供医疗费用和援助。对于希望保护其金融投资的个人，我们提供年金和 IRA 等退休计划。此外，我们还提供共同基金和资产管理服务等投资产品，帮助客户随着时间的推移增加财富。凭借我们全面的保险产品，TransAmerica 旨在帮助个人保障其财务未来并实现其长期目标。