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World Financial Group

Finance & Accounting · New York

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World Financial Group — New York

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About World Financial Group · New York

World Financial Group (WFG) is a financial services company offering life insurance, retirement planning, and wealth-building strategies through independent agents across the United States and Canada. It is a subsidiary of Transamerica Corporation and has been helping individuals and families achieve financial security for over 20 years. WFG agents assist clients in creating customized financial plans to meet life goals, protect loved ones, and build legacies, while also offering a business opportunity for those wishing to become independent agents.

World Financial Group (WFG) provides tailored financial strategies including life insurance, retirement planning, education planning, and wealth-building services through its network of independent agents in the U.S. and Canada. Founded as a Transamerica company, WFG has served millions of clients over more than two decades. Agents help clients navigate life’s uncertainties by offering customized solutions and partnering with legal and tax professionals for estate planning. WFG also offers a business opportunity for individuals to become independent agents, allowing them to build their own financial services business. The company operates from headquarters in Cedar Rapids, Iowa (U.S.) and Toronto, Ontario (Canada), with agents located in various cities including Baton Rouge, Louisiana; Harrisburg, Pennsylvania; and Cedar Rapids, Iowa. WFG does not provide tax, estate, or legal advice — clients are encouraged to consult their own professionals for those matters.

In business
over 20 years
Serves
United States and Canada

About

World Financial Group (WFG) is a financial services company offering life insurance, retirement planning, and wealth-building strategies through independent agents across the United States and Canada. It is a subsidiary of Transamerica Corporation and has been helping individuals and families achieve financial security for over 20 years. WFG agents assist clients in creating customized financial plans to meet life goals, protect loved ones, and build legacies, while also offering a business opportunity for those wishing to become independent agents.

Services

WFG provides tailored financial strategies including life insurance, retirement planning, education planning, and wealth-building services through its network of independent agents in the U.S. and Canada. Agents help clients navigate life’s uncertainties by offering customized solutions and partnering with legal and tax professionals for estate planning.

  • Life insurance
  • Retirement planning
  • Wealth-building strategies
  • Education planning
  • Customized financial strategies
  • Business opportunity for independent agents

Why Choose WFG?

WFG offers a deep product portfolio from well-known and highly-rated insurance and financial services providers. Agents are trained to educate clients and help them create strategies tailored to their specific needs, allowing clients to focus on what matters most — creating a better life for themselves and their loved ones.

Business Opportunity

WFG offers a turnkey business platform for individuals to build their own financial services business on their terms. Agents can start full-time or part-time to earn extra income while helping protect people in their community and growing their business as large as they desire.

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