The World Financial Group Story

Who is WFG?

At WFG, we do more than just provide financial services. We help guide people to a better future.
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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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“Helping people make a financial strategy and feel more secure about the future is at the heart of what WFGIA agents do every day. Individuals, families and businesses have more options to help them secure their futures. We are also proud to offer the option of business ownership to a variety of individuals from a wide range of backgrounds."

Seth Miller
Vice President, Managing Director WFG

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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.
54,840
Life Licensed Agents as of 2021*
Entrepreneurs across North America are building businesses that address families’ growing need for financial services.
*WFG 2021.
**You can check the provider’s ratings analysis at A.M. Best, Fitch, Moody's and/or S&P Global.

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.
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Seth Miller

Vice President, Managing Director, WFG
Head of U.S. Distribution
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Rick Williams

President, World Financial Group
Insurance Agency of Canada, Inc.
Head of WFG Charitable Trust

George Chuang

President, Transamerica Financial Advisors, Inc.

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Diana Baldwin Martinez

Head of Channel Marketing
Transamerica Financial Network,
Chief Marketing Officer, WFG

Andrew Schaad

Senior Director, Operations

Janice Beauregard

VP, Network Development
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Susan Davies

VP, Field Relations & Supervision
Head of WFG Foundation
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Suzanne Ford

VP, Director, Canada
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Angelo Ojeda

Managing Director, Distribution & Sales

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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U.S. Home Office
11315 Johns Creek Parkway, Suite 100
Johns Creek, GA 30097
Canada Home Office
5000 Yonge Street, Suite 800
Toronto, ON M2N 7E9
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    Disclaimer
    In the United States, World Financial Group Insurance Agency, LLC (In California, doing business as World Financial Insurance Agency, LLC), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., and /or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA), which offer insurance products. 

    California License #0679300 

    WFG U.S. Headquarters: 11315 Johns Creek Parkway, Suite 100, Johns Creek,GA 30097-1517.
    Phone: 770.453.9300 

    In Canada, World Financial Group Insurance Agency of Canada Inc. (WFGIAC), which offers life insurance and segregated funds. 

    WFG Securities Inc. (WFGS), which offers mutual funds. 

    WFGIAC and WFGS are affiliated companies. 

    Headquarters: 5000 Yonge Street, Suite 800, Toronto, ON M2N 7E9. Phone:416.225.2121 

    2433753/9.22
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