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In Business for Yourself but not by Yourself

How We Help You

World Financial Group (WFG) is here to help you help yourself. We don’t just want you to survive in this business we want you to prosper, which is why we strive to provide superior support and service to help you build your business.

As an associate you are backed by the marketing and administrative muscle of the WFGExecutive Headquarters and the support of experienced field leaders who’ve each built a successful financial services business from the ground up. The nearly 300 employees at the headquarters go to work each day with one goal in mind: helping you build your business. These employees and every leader in the field are dedicated to helping you succeed.
Some of the headquarters services at your disposal include:

  • Licensing and commissions support
  • Agent services
  • Provider relationship development
  • Professional marketing materials
  • Technology support
  • Corporate intranet that gives you 24-hour access to important business tools, such as commission statements, product provider information, company news, and more
  • Corporate website to help introduce potential clients and associates to WFG.

The WFG Business Format System

One of the most powerful resources WFG makes available to you upon joining the company is the WFG Business Format System1. This step-by-step blueprint, developed by the company’s experienced field leadership, helps each associate build and grows their WFG business. The WFG Business Format System shows you how to:

  • Build a strong WFG Business
  • Grow a client base
  • Recruit new associates to the business
  • Mentor new associates
  • Develop a game plan for success
  • And much more!

1 The Business Format System (BFS) is the core set of principles of the turnkey marketing system of World Financial Group (WFG) that helps guide an agent through the process of building a sales organization.

Active Money Management

As an Investment Advisor Representative (IAR) with WFG's affiliate, Transamerica Financial Advisors, Inc., you are a fee-based, independent advisor with the freedom to spend more time working with your new and existing clients. We work with a team of some of the best third-party money managers in the business who actively monitor client accounts daily so you can focus on being an asset gatherer rather than an asset manager.

Broker-Dealer Services

As a securities-licensed, registered representative with Transamerica Financial Advisors, Inc. - WFG’s affiliate broker-dealer – you can offer your clients a variety of securities-related products and services.

Your Future Is Now

World Financial Group (WFG) is an extraordinary opportunity for people from all walks of life. This is a company that believes in helping people realize their dreams.