| World Financial Group, also known as WFG is a | | | | concepts and solutions. Their goal is to |
| company that services financial needs. The | | | | teach the everyday person how to work toward |
| WFG Associate is able to offer a broad | | | | their goals and achieve them. |
| spectrum of financial products and services | | | | |
| from a long list of service providers. | | | | From what I am gathering from my reading is |
| | | | that they have a great deal of support at |
| A WFG Associate work with clients that have | | | | their WFG Headquarters to help you. I guess I |
| large amounts of discretionary income as well | | | | was looking for something that was really |
| as everyday folks like me. Associates need to | | | | different from the other companies that I |
| live in the US or Canada to be able to work | | | | have reviewed. They will help you build a |
| for the company and be able to provide the | | | | strong business by teaching you how to grow a |
| services. | | | | strong client base. They will teach you how |
| | | | to recruit and mentor new associates. |
| WFG is part of a worldwide insurance company. | | | | |
| They say that unlike other insurance and | | | | They have a Business Format System (BFS), |
| financial institutions that offer their | | | | which is the core set of principles of their |
| products and services from only one provider, | | | | Turnkey Marketing System. When you are a |
| that a WFG associate can find any product to | | | | registered representative with WFG, you will |
| fit any need. They are able to provide | | | | be able to offer clients securities related |
| insurance, mutual funds, and other products. | | | | products and services. Normally and insurance |
| | | | agent would need a Series 6 or Series 7 |
| What makes World Financial Group so | | | | license to do this. You will be able to |
| different? | | | | provide Mutual Funds, Annuities, Life |
| | | | Insurance, IRA's and Roth IRAs. You will be |
| I searched their website to find the answer | | | | selling college funds/529 plans, Pensions |
| to this, to see if they truly are different. | | | | 401K, brokerage services, mortgages, property |
| This is what I have found: | | | | and casualty insurance. You will be doing |
| | | | this through the company WRL and Pacific |
| They provide the opportunity for you to be | | | | Life, American Skandia, Transamerica |
| your own boss in your own business. (Same | | | | Retirement Services, and Allianz. |
| thing others provide). You can reach your | | | | |
| dreams and help others reach theirs, (Still | | | | As I was not able to find their compensation |
| nothing different). You can help others by | | | | plan, but they do state on their website that |
| educating them on the financial fundamentals | | | | their Compensation System and Promotion |
| that can lead them to their dream, (still | | | | Guidelines are subject to change at anytime. |
| waiting). WFG is there to help provide | | | | |
| excellent support, (Okay), Innovative | | | | However, there is a lot of information |
| training programs, and field-mentoring | | | | regarding the Success Levels and how much the |
| business model for you to follow, (I am doing | | | | potential earning is along with the prizes. |
| this review and I am still waiting to find | | | | |
| the answer that they posted on their site). | | | | There are a lot of very positive testimonials |
| | | | of very successful individuals and couples |
| (A little later), I found it, and they are a | | | | available to read and you will be able to |
| company that is one of the few that is | | | | hear from the Chairmen of the company. Again, |
| dedicated to serving financial needs of | | | | I could not find any information on the |
| individuals and families that are often | | | | compensation plan or the cost to become an |
| ignored or overlooked by the financial | | | | Independent Associate. That information may |
| services industry. They want to provide | | | | only come from another associate once you |
| financial education for the middle class who | | | | contact them. |
| can learn from their latest financial | | | | |