Transamerica FE Express Update + Empathy Demo (LifeVault, Loss Support & Agent Connect) Scott Grody (Transamerica RVP) shares key Transamerica contacts (FE Express support, sales desk, and his team), reports $5M in year-to-date paid production, and announces Immediate Solution has been sunset as of Sept. 1, consolidating final expense into FE Express with Premier and Select Risk Classes. He introduces Larissa Zodko (Empathy RVP), who demos Empathy's three components: LifeVault for policyholders to create state-specific estate documents (trust, will/pour-over will, POA, healthcare and funeral directives, special needs trust) and securely store files\; Loss Support for beneficiaries with an app-based care plan, human 24/7 chat, funeral planning, probate guidance, obituary help, and account closure\; and Empathy Connect for agents via Transamerica Agent Home to view client status, re-invite clients, access multilingual marketing/training, and support beneficiary engagement. Empathy is included on all FE Express policies and on eligible IULs ($250K+), effective for policies issued July 1 or later, with a NYC activation-rate contest announced. Scott also previews FE Express updates: moving issue date to first successful payment (early Oct) and enabling in-force draft date changes (Q4).

00:00 Welcome and Agenda

00:34 Key Support Contacts

02:16 FE Express Updates

03:46 Introducing Empathy Rider

05:11 Larissa Background

06:16 Empathy Overview

08:01 Three Core Components

09:37 Care Team Support

11:31 Empathy Connect Portal

13:15 LifeVault Onboarding

14:50 LifeVault Features Tour

18:17 Legacy Letters Feature

19:16 Building a Trust

23:19 Q&A Clarifications

24:56 Loss Support App

26:16 After Loss Checklist

26:42 Benefits And Claims Help

27:27 Care Team And Community

28:30 Grief Resources Hub

28:58 Funeral And Probate Tools

30:57 Account Closure Feature

32:09 Agent Q And A

33:56 Empathy Connect Portal

37:01 Marketing And Learning Center

39:38 Contest And Wrap Up

41:10 Policy Eligibility And Security

46:03 Product Updates And Closing