Deborah Rubin

Background

About Deborah Rubin

My personal mission is to help those who sell to and serve the employer-sponsored retirement plan market. I specialize in helping professionals and organizations build their brands, fine-tune their messaging, identify and execute on business development strategies and improve efficiencies. I believe I can help retirement plan-focused financial advisors and TPAs to compete more effectively and differentiate themselves in a very competitive marketplace through the use of innovative and creative tools and programs. I am also committed to being a champion for overall retirement readiness in America and am passionate about helping to solve our nation’s current retirement savings shortfall. I believe we can make a significant difference to affect positive change by partnering with stakeholders who work both with and within our industry. Over the years, I have had the opportunity to work and brainstorm with some of the most successful financial advisors, TPAs and wholesalers in the industry and welcome th opportunity to share best practices. My team and I have developed programs and tools to help our partners such as: Goal-setting support Defining and honing a unique value proposition Presentation skills training Branding Business development planning and execution Strategic planning focused on expanding distribution partnerships Specialized Education: Over 25 years of experience as a marketing professional, wholesaler, sales manager and channel manager BA in economics from Barnard College, Columbia University CFP Certified Professional Coach, Energy Leadership Index ( ELI) Master Practitioner ( Institute for Professional Excellence in Coaching) Certified Master Practitioner in Neuro-linguistic programming My husband, who is the Director of Communications for the Washington Institute for Near East Policy, and I live in Columbia, Maryland, where we raised our three sons. Outside of my work, family, and friends, I love traveling, reading, vegetarian cooking and exercise. Opinions expressed herein are not necessarily those of Transamerica or its affiliates. Transamerica does not adopt third party content. Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. 122598-DR0822