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WFG's Financial Product Solutions

Licensed WFG agent providing financial service strategies to clients.
Licensed WFG agent providing financial service strategies to clients.

While no one strategy is guaranteed to solve all of your financial worries, our financial professionals’ utilize an array of products and services to help you work toward your goals. Explore various insurance services and saving strategies online and connect with a WFG agent today.

Financial Strategies Services

Life changes, and so should your financial strategy. At World Financial Group, our team can help you craft a personalized approach tailored to your unique needs and goals. A licensed WFG agent will be at your side for the entire journey to guide you toward achieving the financial future you envision. We’ll utilize: 

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

Insurance Solutions

Life's scenarios can vary from person to person, and from family to family. WFG’s suite of insurance services can offer support to you and your family when faced with life’s most difficult challenges. WFG insurance products include:

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

Retirement Strategies

At WFG, our team can help you map out a strategy for the retirement you’ve always envisioned. Whether you’re just starting to save or refining your existing retirement proposal, we’ll work with you to create a strategy that aligns with your goals to help you enjoy your golden years with confidence. Your WFG agent may utilize:

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

College Funding Plans

With the rising costs of higher education, it’s now more important than ever to save for college early. Whether preparing to send your first or fifth child to college, our team can refer you to resources to assist.

Plan For Your Education

Business Strategies

As a new business owner, it takes more than passion and perseverance to grow your brand. For the small business owner, we can assist you, your employees and your business, with: 
‍

  • Insurance Strategies
  • Retirement Strategies
  • Executive Compensation (U.S. Only)
  • Business Continuation Programs (U.S. Only)
Learn More
Independent Agent talking on the phone with a client about financial strategies.
family estate preservation

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 Strategies (U.S. Only)
  • Wealth Replacement Strategies (U.S. Only)
  • Annuities (Canada Only)
Learn More

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

WFG's Network of Providers

World Financial Group offers our vast selection of financial strategies and services through relationships with some of the most well-known providers and carriers in the industry. In fact, each provider we partner with must be rated A or higher by industry standards. Here are a few of the providers we work with:

U.S. Providers

Transamerica
Crump logo
Nationwide logo
Pacific Life
Everest Funeral Concierge logo
AMS Financial Solutions logo

Canada Providers

Ivari logo
Equitable logo
BMO logo
iA Financial group logo
Everest Funeral Concierge logo
CPP Foresters Logo
Empire LIfe logo

The city and state locations of the U.S. companies are: AMS Financial Solutions, Baton Rouge, Louisiana; Crump, Harrisburg, Pennsylvania; Everest Funeral Package, LLC, Houston, Texas; Nationwide Life Insurance Company, Columbus, Ohio; Pacific Life Insurance Company, Newport Beach, California; Transamerica Life Insurance Company, Cedar Rapids, Iowa.

Frequently Asked Questions

Can I take advantage of multiple financial solutions with WFG?
Absolutely! When you contact a local independent WFG agent for the first time, you can provide them with your needs and goals. For example, you can apply for life insurance while you also set up your long-term retirement strategy. Or you can discuss how to save for your child’s college fund while learning about business strategies if you are a small business owner.

How much life insurance do I need? 
Determining the right amount of life insurance coverage depends on an individual's circumstances and financial goals. It’s important to consider your health, age, the amount of debt you have, and how much income your loved ones would need to maintain their current lifestyle if you were no longer around. Also, your current savings and other accounts may also help you decide on a policy.

Can WFG help me with tax planning and preparation?
Unfortunately, tax planning is not a financial service that WFG or our independent agents offers. However, your WFG agent can work alongside your professional tax and legal partners in an effort to minimize taxes, expenses and legal issues while maximizing the value of the estate left behind for your beneficiaries.

How can I start saving with a limited budget?
Saving money with a limited budget is an achievable goal. Consider setting clear financial goals and creating a budget. Assess your income and expenses to identify how much money you can afford to save regularly. Although saving with a limited budget may mean you won’t see substantial gains immediately, stay patient and focus on long-term growth. Additionally, you can learn about different options and strategies by contacting a WFG agent.

Can I switch to a different life insurance policy if my needs change?
At World Financial Group, our independent agents can always help adjust your life insurance policy. It’s understandable that your needs or the needs of your family may change over time. Contact your licensed agent to obtain guidance and discuss your options.

Let WFG Help You

Need help choosing products and services to pursue your financial goals? Our financial professionals are standing by with the insight and tools you need to put them within reach.

Contact an Agent
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U.S. Home Office 
6400 C Street SW 
Cedar Rapids, IA 52499

Canada Home Office 
5000 Yonge Street, Suite 800 
Toronto, ON M2N 7E9

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©2018-2025 Transamerica Corporation

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: 6400 C Street SW, Cedar Rapids, IA 52499.  
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   
‍  
3851603 12.24