The World Financial Group Story

At WFG, we do more than just provide financial services. We help guide people to a better future.

World Financial Group provides financial services via life insurance, retirement, and 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 helps guide individuals from where they are to where they want to be. You can learn more about WFG before you become an agent today.

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, our teams work together to do what’s right for the families we serve. Join with World Financial Group and Transamerica as we lead our clients toward a lifetime of financial security.

7MM

People Educated & Protected Since 2001*

WFG business owners have helped more than 7 million families prepare for a better financial future.

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.

80,000+

Life Licensed Agents as of 2024*

Entrepreneurs across North America are building businesses that address individuals and families’ growing need for financial services.

Our leaders believe in creating a culture where everyone can thrive and do their most impactful work. WFG’s leadership comprises individuals who want to support our independent agents and families needing our financial services. Learn more about their story.

Todd Buchanan

President, World Financial Group
Senior VP, Transamerica

Michael Brodeur

Chief Operations Officer

Rick Williams

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

Bethany Rison

Chief of Staff

Wendy Boyd

Chief Distribution Officer

Drew McDonald

Head of Field Engagement

Susan Davies

VP, Field Relations & Supervision
Head of WFG Foundation

Janice Beauregard

VP, Network Development

Andrew Schaad

Senior Director, Operations

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 create connections, develop financial confidence, and deliver hope across North America.

Discover Our Impact

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 independent agents in Canada and the U.S., World Financial Group and Transamerica are thriving businesses at 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 knowledge. 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 or province 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.