WFG Business Platform

Your Future Begins with World Financial Group


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

World Financial Group offers people an uncommon opportunity to change careers and be in business for themselves but not by themselves. We offer a variety of support functions through our Executive Headquarters, as well as powerful industry relationships, innovative training programs, hands-on field mentoring, cutting edge technology, as well as a business model that, coupled with your willingness to learn and determination to succeed, can put you on the path to a brighter future.

World Financial Group is a Transamerica company, and as such, WFG has access to support and resources to help the company and its associates maximize performance.

There are many benefits in associating with World Financial Group and utilizing our financial services business platform to build your own business.

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. 



WFG Headquarter support »

As an agent you are backed by the marketing and administrative muscle of the WFG Executive Headquarters and the support of experienced field leaders who’ve each built a successful financial services business from the ground up. More than 200 employees at the headquarters go to work each day with one goal in mind: helping you build your business infrastructure to allow you to do what you do every day to build a solid 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
  • Sales support
  • Product provider relationship development
  • Professional marketing materials
  • Technology support and updates


The WFG Business System »

One of the most powerful resources WFG makes available to you when you become an agent, is the WFG System Manual. This step-by-step blueprint, developed by the company’s experienced field leadership, helps each agent build and continually grow their WFG business. The WFG Business System shows you how to:

  • Build a strong WFG Business
  • Grow a client base
  • Recruit new agents to build your own agency
  • Mentor new agents
  • Develop a game plan for success
  • And much more!

1 The WFG Business Format System 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.


Low Start-up costs »

World Financial Group is not a franchise and does not charge any franchise fees. As an associate, you can leverage the branding efforts of the company through the use of World Financial Group’s name, logo and image to help build your business. Only $100 (USD) or $125 (CD) gets you started.


No Financial Services Experience Necessary »

WFG offers everyday people an uncommon opportunity to change careers or build a business of their own. WFG’s agents come from a variety of industries, careers and backgrounds. The combination of excellent support and training programs, paired with your ability to learn and determination to build a business of your own will help you succeed.


Test Drive the Business – Start Part-Time »

Unlike other businesses or other opportunities in the financial services industry, you can start WFG as a part-time career while keeping the security of your existing job. Virtually a risk-free chance to change your future, supplement your existing income with a part-time WFG business and be empowered to make the transition when the time is right. If you have been out or work, a stay-at-home mom or recently retired, starting part time is a great way to re-enter the workforce on your own terms.


Balance Work And Life »

Set your own hours. You are in control of your time and your business.


Moving up »

Unlike many other corporate or sales structures your ability to move up in your career and business is not based on your past or longevity but rather your current accomplishments. WFG agents have the opportunity to develop their full potential as leaders and business owners while building their individual teams. Your personal production and hard work, as well as that of your team, are among the factors determining when you move up through the promotional levels.


Great Earning Potential »

WFG affords its agents with the opportunity to be paid their true worth. At WFG, your earning potential is determined by your drive and determination, and not by an arbitrary salary range. You earn income from your and your team’s hard work. As a WFG agent, you can realize your full earning potential.
WFG offers one of the most robust and competitive compensation programs in the industry. Opportunities to build additional income are available through incentives, such as supervisory overrides, trails and renewals, and bonus pools.

Leadership Development & Mentoring Model »

One of the greatest challenges for many entrepreneurs is learning by trial and error. As a WFG Entrepreneur you will still go through some of those same challenges but you can leverage and learn from WFG leaders who’ve been where you are and avoid many of the pitfalls of entrepreneurship. WFG field leaders provide you with the support, training and tools to hit the ground running. With WFG’s innovative mentoring program, field leaders are with you every step of the way to advise and support you as you build your business.


Strength on Your Side »

World Financial Group Insurance Agency, Inc. and World Financial Group Insurance Agency of Canada Inc. are Transamerica companies. The Transamerica companies offer a wide array of retirement, life and health insurance solutions that may help families create better futures. To learn more about Transamerica click here.


The Power of Choice »

WFG does not have a one-size-fits-all attitude when it comes to products and providers. Through its affiliated companies, WFG has agreements with some of the industry’s most respected companies. You represent not one, but several insurance and financial services companies. You have the opportunity to find the best product to meet the client’s needs now and in the future. Regardless of market or product changes you can have the confidence to know that you have a solutions driven business, rather than a product driven business and therefore always enabling you to do what is best for your client.


Unlimited Opportunities to Expand Your Business »

Decide where and how to build your business; across the street, across town or across the country. WFG’s North American Expansion Program helps you build your business without boundaries. The WFG Market Acquisition Plan (MAP) Leadership Agreement makes expansion easy by having other leaders in local areas assist with your expansion.


A Diverse & Culturally Rich Field Force – Equal Opportunity For All »

WFG draws its collective strength from its individual differences. Many WFG agents are first-generation Americans and Canadians, who are realizing the dream of business ownership and living the spirit of entrepreneurship. The WFG business opportunity allows you to compete on a level playing field. Only you determine how big you’ll build your business. Your only competition is your will to win.


Serving an Underserved Market »

The need has never been greater. The stakes have never been higher. Now, more than ever, people need World Financial Group. WFG business ownership makes sense in a good economy and even better sense in a down one. There is a growing segment of the market that is being underserved by the industry. These people can benefit from the products, services and financial education WFG can provide.


The WFG Financial Needs Analysis »

WFG’s web-based needs analysis helps clients chart a course from where they currently are to where they want to be. WFG agents offer The WFG Financial Needs Analysis at no charge to individuals, families and businesses who want to put their financial house in order. Step by step, the WFG Financial Needs Analysis helps people put their money to work for them.


Affiliated Companies »

WFG has affiliated companies that allow agents, with the proper licenses, to diversify their businesses and offer a wider range of products and services to their clients.


WFG’s affiliated companies include: »

In the United States:

  • Transamerica Financial Advisors, Inc. (TFA), WFG’s affiliate broker-dealer and investment advisory firm
  • World Financial Group Insurance Agency, Inc. and its subsidiaries

In Canada:

  • World Financial Group Insurance Agency of Canada Inc.
  • WFG Securities of Canada Inc.


World Class Recognition, Trips & Events »

WFG recognizes your accomplishments at all levels. You are rewarded in front of your peers at major events for the drive and determination that led to your achievements. WFG’s reward trip program takes qualifying associates to the world’s greatest destinations – Hawaii, Tahiti, the Mediterranean, the capitals of Europe and more.


Technology »

Your business runs nonstop, which makes it crucial that you are aware of the latest developments and are ready to act at any moment. WFG technology resources, including mobile applications, can help you complete important processes, track your business’ performance, strategize for success and support your team. WFG leverages the latest technology to help its agents build their businesses quickly, efficiently and effectively. Technological innovations and tools that help move WFG businesses forward include:

  • MyWFG.com: The agents' intranet that offers 24-hour access to important company information, reports specific to your organization, commission statements, product provider information, industry updates and more

  • MySales: Built on the Salesforce customer relationship management (CRM) platform, MySales is designed to help you track client relationships, prospects, recruits as well as manage the sales process

  • Campaign Manager: Provides content, including automated campaigns and social media posts, you can use to market your business to new and prospective clients or possible new associates

  • Financial Services Cloud: Securities-licensed WFG agents can use this powerful tool, that’s based on the Salesforce CRM platform, to manage their client relationships and meet the industry’s strict regulatory requirements.

  • BOSS (Back Office Support System): This system helps streamline the process for submitting many of the administrative forms you use in your business by making them available to complete and submit online

  • Personalized Professional Website: WFG licensed agents can use Campaign Manager to enable their own personalized business website, which features video and an integrated prospecting website that includes a financial literacy quiz

  • WFG Pulse: This app, available for iOS and Android devices provides easy access to a variety of reports and your business’ key performance data, and allows you to set alerts so you are notified of any changes or updates in the areas you wish to monitor 

Training »

Launching a new business of any kind can be full of learning curves. A World Financial Group (WFG) business is no exception. WFG, its affiliated companies and product providers offer access to comprehensive training and educational programs to help you obtain licenses, get your businesses up and running quickly, and keep up-to-date on the latest industry trends, product information and more. Some other programs available to you include::

  • Bi-Weekly Classroom Training at a Local Office – Training at a local office for agents of all levels on the WFG Business System, products and financial strategies, Marketing and business development as well as personal and leadership development.

  • Hands on One-on-One Field Training – By teaming up with a WFG licensed professional a new agent will get to experience what it’s like to help clients and build an agency before they can do it by themselves. Repetition of this hands on training will give the new agent the proper training and confidence to become an independent professional.

  • Regional Training Events – Regional Events were hundreds of agents gather to learn from some of the top WFG Entrepreneurs on how to succeed at building their business from the ground up.

  • National Conventions - WFG’s annual convention offer both new and established WFG agents the chance to attend meetings that can be life- and career-changing where they hear from some of the most dynamic motivational and inspirational speakers in the industry. Plus, they can meet with product provider representatives, network with their WFG colleagues and learn about the tools and techniques needed to build a strong business.

  • Online Webinars – Online webinars are available multiple times per week to learn about many areas of your business such as building your business, products and services, technology, compliance and more.

  • Licensing & Continuing Education – WFG has contracts with several professional licensing companies to provide licensing and continuing education courses for all licensing needs.



Discover these and more benefits with our unique business platform.