Featured White Papers from Transamerica
Contact Us
www.transamerica.com
With a history dating back more than 100 years, Transamerica is recognized as a leading provider of investment, retirement, and life insurance solutions, serving millions of customers throughout the U.S. Our passion is empowering people to live well tomorrow through the financial and health-related habits they form today.
THE IMPACT OF BEHAVIORAL FINANCE ON THE PSYCHOLOGY OF INVESTING
September 28, 2020
Behavioral factors can significantly impact a client’s financial wellness. This executive brief focuses on four — Future Concept, Impulsiveness, Materialism and Financial Literacy — to provide insights into identifying and addressing each factor during financial coaching, which financial professionals can use to create the optimal plan for each client.
For more information on submitting your thought leader White Paper contact: [email protected]
