The World Financial Group Story
At WFG, we do more than just provide financial services. We help guide people to a better future.
Who is WFG?
World Financial Group provides financial services via life insurance, retirement strategies, and a variety of 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 help guide individuals from where they are to where they want to be.
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, we can assure our clients that we will do only what is right for them, as we lead them toward a lifetime of financial security.
Strength in Numbers
6MM
People Educated & Protected Since 1995*
WFG business owners have helped more than 6 million families prepare for a better financial future.
A
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.
70,000
Life Licensed Agents as of 2023*
Entrepreneurs across North America are building businesses that address individuals and families’ growing need for financial services.
The WFG Leaders
Our leaders believe in creating a culture where everyone can thrive and do their most impactful work. Learn more about their story.
Todd Buchanan
President, World Financial Group
Senior VP, Transamerica
Rick Williams
President, World Financial Group
Insurance Agency of Canada, Inc.
Head of WFG Charitable Trust
Michael Brodeur
Chief Operations Officer
Bethany Rison
Chief of Staff
Diana Baldwin Martinez
Head of Channel Marketing
Transamerica Financial Network,
Chief Marketing Officer, WFG
Andrew Schaad
Senior Director, Operations
Janice Beauregard
VP, Network Development
Susan Davies
VP, Field Relations & Supervision
Head of WFG Foundation
Suzanne Ford
VP, Director, Canada
Angelo Ojeda
Managing Director, Head of Field Marketing
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’re creating connections, developing financial confidence, and delivering hope across North America.
What do you know about WFG?
Many narratives are online about World Financial Group (WFG). The truth is, WFG is a legitimate life insurance business that has been operating for more than 20 years. We hold our field of independent agents to the highest standards of ethical customer care and each agent receives their license from the state or province where they practice. Learn more about how WFG positively impacts futures in the FAQs.
Frequently Asked Questions
Who owns WFG?
World Financial Group has been owned by Transamerica since 2001. With thousands of offices across the United States and tens of thousands of agents in Canada and the U.S., World Financial Group and Transamerica are thriving businesses on the forefront of financial strategies and insurance.
What kind of business is World Financial Group?
At World Financial Group, we create financial strategies tailored to individuals. World Financial Group is a financial and insurance services company. For more than three decades, WFG has been at the forefront of educating individuals, families, and businesses of diverse backgrounds to effectively prepare for their financial futures. We want families to be excited about their financial futures, rather than concern themselves with all the “What If’s.”
What kind of culture does WFG have?
Our team has built a team of trustworthy leaders and a network of reliable, independent agents who are excited to demonstrate their financial expertise. Our reputable firm and team of agents uphold the utmost standards of ethical customer care. Rest assured, every agent is duly licensed by the state where they practice, ensuring professionalism and competence in providing client services.
How does WFG connect with the community?
World Financial Group has a number of community outreach programs, driven by a deep-seated desire to make a positive impact on families across North America. The WFG Foundation and the WFG Charitable Trust are always at work, improving lives in the very same communities where our licensed agents help their neighbors and create their livelihoods.
Start Your Journey to Financial Independence
The financial future you plan can begin today. Let’s get started.