What to Expect as a Client
What matters to you, matters to your WFG agent.
A better future is their, and our, commitment to you.
When working with a financial professional, you want them to be knowledgeable and trustworthy and to look out for your best interests. You can expect a World Financial Group agent who will work with you on a plan of action that is affordable and tailored to your needs.
What Does WFG Do?
At World Financial Group, our agents are trained and experienced with life insurance services and financial strategies. After gauging their client’s needs and expectations, our licensed agents will work to create a fully customized financial strategy. Through WFG, you can…
- Find a licensed professional to answer your questions and help develop a financial strategy. Our team is happy to provide support with life insurance, retirement planning, education planning, estate preservation and more.
- Become a full-time or part-time agent. Thousands across the U.S. and Canada have joined our ranks at WFG to pursue their dreams. Make your hours and act as your boss!
Experience & Knowledge
- WFG agents are knowledgeable, well-rounded financial professionals. With their guidance, you may be able to develop a personalized financial strategy that accommodates your lifestyle.
- Our agents will do more than just help you better understand key financial concepts. Working with an independent agent will also allow you to create a strategy for long-term financial goals.
- Our licensed insurance agents are passionate about our business. So, in the course of conversations, they may talk to you about the opportunity to become an independent agent with WFG. If you’re not interested in becoming a business owner, please know that all of us at WFG offer a “Thank you!” for becoming a client. We are here to serve you.
High Standards & Support
- Our agents hold an active insurance license in each state or province in which they conduct business, as required by law, and abide by the rules required by all insurance regulators.
- Our independent insurance agents also know the local nuances of financial strategies and insurance.
- WFG agents can choose from a number of well-known financial service providers to find products that suit your needs. This array of options is one of the many benefits WFG provides.
- Our independent insurance agents support their communities by working with people from all backgrounds and income levels. The ability to work with a variety of clients is another one of our key assets.
- Do you have a question that requires research? Our agents have a myriad of resources, including our product providers and the WFG staff, at their disposal. At World Financial Group, customer service is vital to us, so we'll do what we can to answer your questions.
Transform Your Future
No matter your interaction with a WFG agent, we want it to be a positive and seamless experience that can help transform your future. Want to tell us how we did? We love all feedback to give credit where it’s due and bring out the best in our agents.
All of us at WFG thank you for your consideration and your business. Welcome to WFG.
Build Your Business with Us
Ready to own your future? Leveraging our business model, you can build your own financial services business as you help individuals and families in your community protect their financial future.