The World Financial Group Story

At WFG, we do more than just provide financial services. We help guide people to a better future.

World Financial Group provides financial services via life insurance, retirement, and wealth-building strategies.

Since our founding in 2001, every decision has been guided by our mission to help individuals create the life they want to live while protecting their loved ones and planning their financial legacy. Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies, our financial services company’s team of licensed independent agents across North America helps guide individuals from where they are to where they want to be. You can learn more about WFG before you become an agent today.

We are a proud Transamerica company. As such, we stand on 115+ years of strength and integrity through the Transamerica brand. Pairing our client-first culture with a century-strong reputation of financial excellence, our teams work together to do what’s right for the families we serve. Join with World Financial Group and Transamerica as we lead our clients toward a lifetime of financial security.

7MM

People Educated & Protected Since 2001*

WFG business owners have helped more than 7 million families prepare for a better financial future.

Our Standard for Providers**

We represent some of the most highly rated financial services and insurance providers in the industry, who must have a credit rating of A or higher, to give you the quality product choices you expect.

85,000+

Life Licensed Agents as of 2025*

Entrepreneurs across North America are building businesses that address individuals and families’ growing need for financial services.

Our leaders believe in creating a culture where everyone can thrive and do their most impactful work. WFG’s leadership comprises individuals who want to support our independent agents and families needing our financial services. Learn more about their story.

Todd Buchanan

President, World Financial Group, Senior VP, Transamerica

Michael Brodeur

Chief Operations Officer

Wendy Boyd

Chief Distribution Officer

Bethany Rison

Chief of Staff

Rick Williams

President, World Financial Group Insurance Agency of Canada, Inc.

Drew McDonald

Head of Field Engagement

Andrew Schaad

Head of Producer Solutions

Anissa Benich

Head of CX and Marketing

Susan Davies

VP, Field Relations & Supervision

Janice Beauregard

VP, Strategic Partnerships

Suzanne Ford

VP, WFG Canada

Angelo Ojeda

VP, Agent Experience

Serving Our Communities

Home means more to us than ever now. That’s why our financial services company is committed to helping protect the well-being of those in the communities we call home. Learn more about how we create connections, develop financial confidence, and deliver hope across North America.

Discover Our Impact

Who owns WFG?  
World Financial Group has been a Transamerica company since 2001. With thousands of offices and thousands of independent agents across the United States and Canada, World Financial Group and Transamerica are thriving businesses at the forefront of financial strategies and insurance.

What kind of business is World Financial Group? 
Through our network of independent agents, World Financial Group helps middle-market individuals and families create financial strategies that fit their needs and goals. World Financial Group is a financial and insurance services company that, for more than two decades, has been at the forefront of informing and guiding individuals, families and business owners from diverse backgrounds so they may effectively prepare for sound financial futures. We want people to be excited and confident about their finances, rather than be concerned with the “What ifs.”

What kind of culture does WFG have?  
We have built a team of trustworthy leaders and a network of reliable, independent agents who are excited to share their financial knowledge. Our company and our independent agents uphold the highest standards of ethical client service and care. Rest assured, every agent is licensed by the state or province where they practice, helping ensure professionalism and competence.

How does WFG connect with the community?
World Financial Group has a number of community outreach programs, driven by a deep-seated passion to positively impact individuals and families across North America. The WFG Foundation in the United States and the WFG Charitable Trust in Canada are always at work helping our licensed agents improve lives in the same communities where they help their neighbors and build their livelihoods.

Does World Financial Group have initiatives related to diversity and inclusion (D&I)?
Yes. Our company fosters a diverse culture with people from all walks of life. We believe that embracing diverse perspectives empowers us to better serve our home office employees, independent agents, clients and communities. Through targeted initiatives, we strive to champion D&I at every level of our organization and ensure everyone feels valued.