WFG's Financial Product Solutions
While no one strategy is guaranteed to solve all of your financial worries, our financial professionals’ utilize an array of products and services to help you work toward your goals. Explore various insurance services and saving strategies online and connect with a WFG agent today.
Financial Strategies Services
Life changes, and so should your financial strategy. At World Financial Group, our team can help you craft a personalized approach tailored to your unique needs and goals. A licensed WFG agent will be at your side for the entire journey to guide you toward achieving the financial future you envision. We’ll utilize:
- Financial Needs Analysis
- Financial Goal Setting
- Strategies to Pursue Your Goals
Insurance Solutions
Life's scenarios can vary from person to person, and from family to family. WFG’s suite of insurance services can offer support to you and your family when faced with life’s most difficult challenges. WFG insurance products include:
- Life Insurance
- Disability Insurance
- Long Term Care Insurance (U.S. Only)
- Segregated Funds (Canada Only)
- Guaranteed Interest Accounts (Canada Only)
Retirement Strategies
At WFG, our team can help you map out a strategy for the retirement you’ve always envisioned. Whether you’re just starting to save or refining your existing retirement proposal, we’ll work with you to create a strategy that aligns with your goals to help you enjoy your golden years with confidence. Your WFG agent may utilize:
- Annuities
- Registered Retirement Savings Plans (Canada Only)
- Tax-Free Savings Accounts (Canada Only)
- Prepare for Your Retirement
College Funding Plans
With the rising costs of higher education, it’s now more important than ever to save for college early. Whether preparing to send your first or fifth child to college, our team can refer you to resources to assist.
Business Strategies
As a new business owner, it takes more than passion and perseverance to grow your brand. For the small business owner, we can assist you, your employees and your business, with:
- Insurance Strategies
- Retirement Strategies
- Executive Compensation (U.S. Only)
- Business Continuation Programs (U.S. Only)
Estate Preservation
We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes utilizing various products:
- Charitable Strategies & Trusts (U.S. Only)
- Life Insurance Strategies (U.S. Only)
- Wealth Replacement Strategies (U.S. Only)
- Annuities (Canada Only)
Neither World Financial Group Insurance Agency, LLC, its subsidiaries, nor its agents may provide tax, estate planning, or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own tax and legal professional regarding their particular situation and the concepts presented herein.
WFG's Network of Providers
World Financial Group offers our vast selection of financial strategies and services through relationships with some of the most well-known providers and carriers in the industry. In fact, each provider we partner with must be rated A or higher by industry standards. Here are a few of the providers we work with:
U.S. Providers
Canada Providers
Frequently Asked Questions
Can I take advantage of multiple financial solutions with WFG?
Absolutely! When you contact a local independent WFG agent for the first time, you can provide them with your needs and goals. For example, you can apply for life insurance while you also set up your long-term retirement strategy. Or you can discuss how to save for your child’s college fund while learning about business strategies if you are a small business owner.
How much life insurance do I need?
Determining the right amount of life insurance coverage depends on an individual's circumstances and financial goals. It’s important to consider your health, age, the amount of debt you have, and how much income your loved ones would need to maintain their current lifestyle if you were no longer around. Also, your current savings and other accounts may also help you decide on a policy.
Can WFG help me with tax planning and preparation?
Unfortunately, tax planning is not a financial service that WFG or our independent agents offers. However, your WFG agent can work alongside your professional tax and legal partners in an effort to minimize taxes, expenses and legal issues while maximizing the value of the estate left behind for your beneficiaries.
How can I start saving with a limited budget?
Saving money with a limited budget is an achievable goal. Consider setting clear financial goals and creating a budget. Assess your income and expenses to identify how much money you can afford to save regularly. Although saving with a limited budget may mean you won’t see substantial gains immediately, stay patient and focus on long-term growth. Additionally, you can learn about different options and strategies by contacting a WFG agent.
Can I switch to a different life insurance policy if my needs change?
At World Financial Group, our independent agents can always help adjust your life insurance policy. It’s understandable that your needs or the needs of your family may change over time. Contact your licensed agent to obtain guidance and discuss your options.
Let WFG Help You
Need help choosing products and services to pursue your financial goals? Our financial professionals are standing by with the insight and tools you need to put them within reach.