World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business through supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.
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A high-level overview of the diversity of the products, services and providers available to our clients. However, the only products we prioritize are those that are right for your unique needs.
A Platform as Diverse as Those We Serve
No matter your life story, WFG has the technology and experience to make your financial dreams a reality. Watch the video below to learn more about our business platform and what makes us unique in an industry that is not known for its diversity.
Services Offered by Raj
The most important part of preparing for the future is protecting it. As a WFGIA agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
Retirement Income Strategies
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
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Our innovative business model enables entrepreneurs to succeed together through a turnkey system and a commission structure that encourages mentorship and teamwork. Join WFG today and be part of the thousands of independent professionals across the United States helping individuals and families protect what matters most to them.
World Financial Group offers life insurance, among other products and services, to clients through its affiliated insurance agency, World Financial Group Insurance Agency, Inc.. In addition, agents also provide clients with information about financial fundamentals so they can make sound decisions both now and in the future. These things combined, help ensure a client has a more sound financial future.
While WFGIA does not manufacture any insurance products itself, it does offer products through well-known insurance companies such as Transamerica, Nationwide and many others.
World Financial Group offers a variety of tools and resources that other companies may not. Additionally, we have a unique compensation and field advancement system that encourages people to grow in their careers.
Please contact an agent in your area if you are interested in becoming part of WFGIA and have not yet been contacted. You will need to sign an Associate Acknowledgement & Non-Disclosure Agreement, if you're not currently life licensed or an Agent Agreement if you already have an active life insurance license in your state of residency. You will pay a one-time, $100 fee that goes directly to the home office and is used for administrative costs such as running a background check and other items.
All 50 states in the United States, Puerto Rico and Canada.
New associates have nine months to earn their life insurance license. WFG provides an onboarding platform with training videos and discounted pre-licensing courses from several different educational providers. Typically, most associates become licensed within three to four months.
Products are offered through several well-known companies, including: Transamerica, Nationwide, American Financial Solutions Group (AMS), Prudential and Pacific Life.
Through state departments of insurance as well as federal regulations as they apply to life insurance. The WFG home office also has a full compliance team responsible for monitoring agent behavior and ensuring best ethical practices are being followed by our agents at all times.
There are currently approximately 43,000 WFG insurance agents across North America.
WFGIA is a Transamerica company, which is a subsidiary of Aegon (NYSE: AEG), a global provider of pensions, insurance and asset management headquartered in the Netherlands.
Tom Dempsey is the current President and CEO. Prior to accepting his current role with the organization, Dempsey served as managing director for wholesale distribution within Transamerica's individual and work place markets. Dempsey has nearly two decades of experience in the financial services industry and joined Transamerica in 2008.
World Financial Group was formed in 2001 with industry veteran Tim Stonehocker serving as the company's first CEO.
Prior to 2001, WFG was known as World Marketing Alliance (WMA). When Aegon purchased certain assets of WMA it was renamed to World Financial Group. Our securities-registered representatives are part of our broker-dealer, Transamerica Financial Advisors (TFA). WFG Direct is a California-only platform that enables sales representatives to offer home security products and education planning services.