|Monday||4:00 p.m. to 7:00 p.m.|
|Tuesday||4:00 p.m. to 7:00 p.m.|
|Wednesday||4:00 p.m. to 7:00 p.m.|
|Thursday||4:00 p.m. to 7:00 p.m.|
|Friday||4:00 p.m. to 7:00 p.m.|
|Saturday||4:00 p.m. to 7:00 p.m.|
World Financial Group (a Transamerica company)
About this pro
What we do at World Financial Group (a Transamerica company) is build and protect wealth for families. We provide customized financial solutions that deliver piece of mind for our clients and associates. We champion the cause of families and empower them to achieve their goals and dreams! We stand out mainly because we are a non-captive firm. We're the broker dealer for well over 100 financial institutions (i.e., Voya, Nationwide, Transamerica, Pacific Life, etc.). So, we'll customized the right solution and elicit the right company for your specific needs. I enjoy helping individuals and families get their dreams back! The complimentary financial workshops inform and empower middle-market families with "risk-free" retirement solutions instead of the one-size-fits-all of most government plans, such as the 401(k) that could possibly gamble away your retirement. I love helping advance the mindset for those who want to take control of their financial future instead of fearing it! And, I'm proud to be associated with a firm that promotes and rewards their associates and provides unlimited earning potential! Our commissions are not paid from our clients' portfolios! I love that, and so do our clients!
Photos and Videos
2 photos and 2 videos
- What should the customer know about your pricing (e.g., discounts, fees)?The financial wealth wellness workshops are complimentary. We do not charge prospective clients to complete their Financial Needs Analysis in oder to develop a strategy for their financial future. We do, however, earn their referrals.
- What is your typical process for working with a new customer?WFG has a unique and proven system in place to train all new associates on how to match families with the ideal financial solutions for that individual or family. It's not a one-size-fits-all strategy that you'll find with some "investment advisors" or investment companies. We're unique in that we broker out to more than 300 A rating companies to find the BEST solution for each individual. We actually listen to our clients and develop a strategy best for them. Not the other way around.
- What education and/or training do you have that relates to your work?WFG associates will have at least their state Life Insurance producer license after passing the state licensing exam. We also complete Annuity and AML (Anti-Money Laundering) training before ever meeting with our first client. Additional training on our business and products is on-going, weekly.
Eastern Time Zone