- Why WFG
- Business Platform
- The WFG Difference
- Training & Events
- Recognition & Rewards
- Own Your Future
The image people have of a financial professional is changing just as the nation’s demographics are changing. Yet, there are thousands of people who are currently underserved or overlooked by the current financial services industry. This presentation can be used to help prospective associates understand the potential market for a licensed financial services professional and why now is the time to be a TFA Representative.
Designed to convey the power of WFG, this trifold shows the company’s connections to Aegon and Transamerica. It also describes the resources and accomplishments of a company built to help families and empower WFG associates to build successful financial services businesses. Use this piece to show your prospects WFG’s scale, stability and strength.
This piece shows the diversity of the products and services licensed WFG associates offer and the numerous product providers they represent to their clients. Although this piece is valuable when demonstrating the breadth and depth of the WFG business platform to a potential associate, it also can be used with clients to display WFG’s offerings.
This brochure is an excellent piece to use with prospective associates. It lays out the advantages of being a financial services business owner backed by the power of WFG, and provides information on the WFG business opportunity and platform including the support the associate receives from the home office.
This business presentation provides you with an overview World Financial Group: how our associates can help people achieve a better financial future and why someone would want to become an independent associate of WFG. This BPM is an excellent overview to help you bring new associates into the business.
This presentation helps you share with your client important financial concepts that can help them create a sound financial strategy for their futures. It provides a list of some of the providers and products you represent as well as the different questions that a financial needs analysis can help answer.
This brochure is targeted to people who have recently retired but still want to work, who are considering a separation from their current career, or who just want to explore a new opportunity. This piece invites them use the knowledge they gained through their years of experience and use it to launch ultimate encore career as a WFG associate.
Most entrepreneurs want to be sure there is market potential for their services before they start a new business. To help understand the size of the opportunity, WFG commissioned the 2015 Americans & Their Finances Survey to help understand the needs and sentiments of families and individuals a WFG business can potentially serve.
This brochure former prospects and associates to take a new look at the WFG business platform, detailing WFG’s new branding initiatives as well as the new tools and technology that have helped the company and WFG associates have success over the last several years.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. Insurance products offered through World Financial Group Insurance Agency, Inc.(WFGIA), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Group Insurance Agency of Wyoming, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc. WFG, WFGIA and TFA are affiliated companies.
This site is published for residents of the United States only. Transamerica Financial Advisors, Inc., Transamerica Financial Group Division representatives may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.