World Financial Group associates enjoy an advantage that many insurance and financial services companies do not – the ability to represent not one, but hundreds of companies to the consumer. By maintaining selling agreements with more than 25 separate insurance companies and providing access to hundreds of different mutual funds, 1 World Financial Group offers you the opportunity to find the best product to meet the client’s needs. This approach also allows you to continue to find the right products for clients as their needs grow and change.
Products offered through our alliances with some of the industry’s top companies 2 include:
Mutual Funds 1
Annuities 1
Life Insurance 1
IRAs/Roth IRAs 1
College Funding/ 529 Plans 1
Pensions/401(k) 1
Brokerage Services 1
Mortgages 3
Property and Casualty Insurance 4
Among WFG's Preferred Product Providers are:
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Founded in 1957, Western Reserve Life Assurance Co. of Ohio (WRL) is a member of the AEGON Insurance Group. WRL was one of the earliest innovators of equity-linked insurance when it initiated the marketing concept of selling life insurance in conjunction with mutual funds through a single check system in 1967. WRL became a pioneer in the variable product marketplace with the introduction of its first variable universal life insurance policy in 1986 and its first variable annuity in 1989. WRL has established itself as a leader in these markets with its "A History of PerformanceŽ" Freedom family of variable products.
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Founded in 1868 and licensed in all states except New York, Pacific Life Insurance Company provides life and health insurance products, individual annuities, and group employee benefits, and offers to individuals, businesses, and pension plans a variety of investment products and services.
Pacific Life & Annuity Company, backed by more than 50 years of group insurance experience, is licensed in New York as well as most other states. Within the state of New York, Pacific Life & Annuity has expanded its capabilities to include variable life insurance, annuities, and institutional and investment products and services.
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American Skandia is a proud market leader providing investment professionals and their clients access to world-class money management through an innovative product lineup that includes variable annuities, mutual funds, variable life insurance, and a range of other programs to help clients plan for a variety of financial needs. Serving clients of all ages and investor types, American Skandia offers financial products for every stage of life. American Skandia is 100% independently advised – it does not manage money, instead it actively manages its investment managers so that it can be completely objective and unbiased in its investment manager selection process. Through this process, American Skandia can offer diversification across asset and style classes with some of “the best of the best” managing the portfolios.
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Transamerica Retirement Services is dedicated to providing a comprehensive retirement solution that exceeds expectations – today and in the future. As a pioneer in the pension services industry, Transamerica Retirement Services knows how to help companies provide a secure future for their employees. Its plan design expertise and superior customer service have made Transamerica Retirement Services one of America’s top pension providers.
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With a vision to help all Americans have the opportunity to live their lives with financial independence, Allianz prides itself in offering consumers innovative products, responsive customer service and sound financial strength. A division of Allianz Life Insurance of North America (Allianz Life), Allianz is a member of the Allianz Group (Allianz AG), the world’s third largest corporation based on assets with 700 companies in more than 70 countries. A market leader in providing products focused on wealth accumulation, protection and distribution, Allianz is one of a select group of major insurance companies to consistently receive financial strength ratings that are among the highest available.
1 Securities offered through World Group Securities, Inc. (WGS or World Group Securities), Member NASD, SIPC. WGS Headquarters: 11315 Johns Creek Parkway, Duluth, GA, 30097-1517. 770.453.9300. WGS is not a licensed insurance entity. Insurance products are offered through World Financial Group Insurance Agency, Inc. (WFGIA). WFGIA is an insurance agency licensed to conduct insurance business in all states, except in those jurisdictions that prohibit foreign insurance agencies then such business is conducted through duly qualified subsidiary agencies thereof. Headquarters: 11315 Johns Creek Parkway, Duluth, GA, 30097-1517. 770.453.9300. WorldFinancialGroup.com.
Securities products are sold by prospectus, which contain more complete information about charges, risks, objectives and expenses. Copies of specific product prospectuses and statements of additional information may be obtained by contacting your registered representative. Prospectuses should be read carefully and the charges, risks, objectives and expenses should be carefully considered before investing or sending money.2 All of the companies listed many not be available for all World Financial Group Associates unless they are appropriately licensed, appointed and/or registered with World Group Securities, Inc. and/or World Financial Group Insurance Agency, Inc.
3 Mortgages offered by/through independent companies. WFG is not a mortgage broker or lender.
4 WFG Property & Casualty Insurance Agency, Inc. (WFG P&C), a member of the AEGON Group, offers property and casualty insurance. WFG P&C and its subsidiary or d/b/a companies thereof, are licensed in most states. WFG P&C Headquarters: 11315 Johns Creek Parkway, Duluth, GA, 30097-1517. 770.453.9300.
5 Maintains current selling agreement(s) with World Financial Group Insurance Agency, Inc. (WFGIA) and World Group Securities, Inc. (WGS or World Group Securities), the affiliate broker-dealer of World Financial Group, Inc.
6 Maintains current selling agreement(s) with World Group Securities, Inc. (WGS or World Group Securities).