We've taken the first step by addressing some of your most common inquiries. However, we would greatly appreciate the opportunity to speak with you directly. Let's connect and make the conversation easy!
World Financial Group offers life insurance, among other products and services, to clients through its affiliated insurance agency, World Financial Group Insurance Agency, LLC. 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, $125 fee that goes directly to the home office and is used for administrative costs such as running a background check and other items.
Todd Buchanan is a seasoned financial services executive, bringing more than 25 years of experience in insurance distribution, digital transformation, retirement, and wealth management leadership to his new roles. Most recently, Todd served as the U.S. CEO for Coherent, one of the fastest-growing insurance technology companies in the world. He is also a veteran of the U.S. Army, having spent six years as a Field Artillery Officer and attaining the rank of Captain. Todd serves on the boards of the Tampa Bay Sports Commission, ReliaQuest Bowl and Cogent Bank, and resides in Tampa, Florida with his wife and three children.
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.
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.
Products are offered through several well-known companies, including: Transamerica, Nationwide, American Financial Solutions Group (AMS), Prudential and Pacific Life.
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.
All 50 states in the United States, Puerto Rico and Canada.
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.
World Financial Group was formed in 2001 with industry veteran Tim Stonehocker serving as the company's first CEO.
