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World Financial Group, Inc. (WFG) is a financial services marketing organization dedicated to serving the needs of middle-income individuals and families who are often overlooked by the financial services industry. It offers a broad array of financial services and life insurance products through its affiliated companies.

From college savings to retirement and home ownership to insurance protection, today's financial climate demands that people become money-minded or risk falling short of their dreams. Many families know they need to save and plan for the future, but they often dont know where to begin. That's where WFG can help.

Some of the products and services (1) WFG associates may be able to offer include life insurance such as variable universal life, universal life, indexed universal life and termand mutual funds, annuities, IRAs, 529 plans, pensions and 401(k) plans, and brokerage services. Through its life-licensed and securities-registered associates in the United States and Canada, WFG is driven to achieve its mission to help families achieve financial independence by working with clients to help them create a WFG Financial Dream Map™, a personalized financial needs analysis. With the WFG Financial Dream Map, individuals and families evaluate where they are financially, where they want to be, and the steps necessary to get there. And, WFG is dedicated to working with every family, no matter what their income.

WFG associates work with individuals and families by providing financial education and service to help clients make the right choices and take steps toward financial independence. WFG does not believe a "one size fits all" attitude is the right approach. Instead, its associates, with the WFG Financial Dream Map, build one-on-one relationships with clients and strive to help them achieve a full understanding of their financial strengths and weaknesses. Then they work with the client to review a multitude of products, services and companies and choose the product that best fits the client's needs.

WFG also helps individuals and families by offering a unique opportunity: the chance to become an associate of the organization. While some associates come to WFG insurance-licensed and securities-registered, many associates are recruited from other industries and are groomed to become financial services professionals who own their own businesses. Each associate receives unparalleled support from WFG's Executive Headquarters. From customer service to commissions, marketing and training, WFG assists associates in building successful businesses so they, in turn, can help individuals and families build solid financial futures.

Additional information can be found at: www.worldfinancialgroup.com

 


(1) Products and services offered vary from the U.S. and Canada. WFG associates in the U.S. must be registered with World Group Securities, Inc. to offer securities-related products. In the U.S., securities are offered through World Financial Group's affiliate broker/dealer, World Group Securities, Inc., member FINRA/SIPC. Insurance products are offered through World Financial Group Insurance Agency, Inc., an insurance agency licensed to conduct insurance business in all states, except those jurisdictions that prohibit foreign insurance agencies. Then such business is conducted through duly qualified subsidiary agencies. In Canada, life insurance and SEG funds are offered through World Financial Group Insurance Agency of Canada, Inc. Mutual funds and scholarship plans in Ontario are offered through WFG Securities of Canada, Inc. World Financial Group Insurance Agency of Canada, Inc. and WFG Securities of Canada, Inc. are members of the World Financial Group family of companies.

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