Our Story

At World Financial Group, we do more than just provide financial services. We serve.

Who We Are

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 licensed agents across North America help guide individuals from where they are to where they want to be.

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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.

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“WFG entrepreneurs are unmatched in their enthusiasm and dedication
to help families work toward their financial goals, and I’m proud to support them as they grow their businesses and deliver premier financial solutions to the communities they serve."


Tom Dempsey
President and CEO
World Financial Group Insurance Agency, LLC
Head of Transamerica Retail Agencies

Strength in Numbers

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4.6M
Families Helped Since 2001*
WFG business owners have helped more than 4.6 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.
46,232
Life Licensed Agents as of 2020*
Entrepreneurs across North America are building businesses that address families’ growing need for financial services.
*WFG 2020.
**You can check the provider’s ratings analysis at A.M. Best, Fitch, Moody's and/or S&P Global.

Meet Our Leaders

Our leaders believe in creating a culture where everyone can thrive and do their most impactful work. Learn more about their story.
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Thomas Dempsey

President and CEO, World Financial
Group Insurance Agency, LLC

Seth Miller

VP, Managing Director

Rick Williams

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

Janice Beauregard

VP, Network Development

George Chuang

President, Transamerica Financial Advisors, Inc.

Susan Davies

VP, Field Relations& Supervision

Suzanne Ford

VP, Director, Canada

Diana Baldwin Martinez

Head of Channel Marketing

Serving Our
Communities

Home means more to us than ever now. That’s why we’re committed to helping protect the well-being of those in the communities we call home. Learn more about how we’re creating connections and delivering hope across North America.

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Start Your Journey to Financial Independence

The financial future you plan can begin today. Let’s get started.

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