Insurance Solutions and Finance Strategy | World Financial Group


What WFG Offers


While no one strategy is guaranteed to solve all of your financial worries, our array of products and services are just what you need to start working toward your goals. Explore what we can do for you.

Financial Strategies Services

World Financial Group’s independent agents work with you to provide a clear financial strategy to go from where you are to where you want to be by utilizing:

  • Financial Needs Analysis
  • Financial Goal Setting
  • Strategies to Pursue Your Goals
A couple learning financial education together.
Financially secured family enjoying dinner.

Insurance Protection

Life's scenarios can vary from person to person, and from family to family. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected happens with:

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance (U.S. Only)
  • Segregated Funds (Canada Only)
  • Guaranteed Interest Accounts (Canada Only)

Retirement Strategies

The reality is, we’re living longer than ever before. WFG and our financial professionals can help prepare you to enjoy your golden years to the fullest with the retirement strategy of your choice, including:

  • Annuities
  • Registered Retirement Savings Plans (Canada Only)
  • Tax-Free Savings Accounts (Canada Only)
Family enjoying retirement by going for a hike.
Graduate student representing education savings plan.

College Funding Plans

Whether preparing to send your first or fifth child to college, we can help you begin saving now with:

  • Preparing for college (U.S. Only)

Business Strategies

For the small business owner, we provide financial strategies for you, your employees and your business, including: 

  • Insurance Strategies
  • Retirement Strategies
  • Executive Compensation (U.S. Only)
  • Business Continuation Programs (U.S. Only)
Independent Agent talking on the phone with a client about financial strategies.
Family establishing a life insurance trust.

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 Trusts (U.S. Only)
  • Wealth Replacement Trusts (U.S. Only)
  • Life Insurance (Canada Only)
  • Annuities (Canada Only)

Neither World Financial Group Insurance Agency, LLC, its affiliated companies, nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regardings their particular situation and the concepts presented herein.