World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services in the U.S. and Canada. In the U.S., WFG's affiliates offer insurance products and Transamerica Financial Group offers securities and investment advisory services. In Canada, World Financial Group InsuranceAgency of Canada Inc. offers life insurance and other financial products, with some mutual funds offered through WFG Securities of Canada Inc.
We provide a business platform to
associates, which gives the support
and systems they need to build
strong businesses and create better
lives for themselves.
Many financial services companies focus on
only the wealthy few; thus many individuals
and families are grossly underserved.
There is an overwhelming need to help
middle-income individuals and families with
their finances, but there is an insufficient
number of companies that are willing to
help them.
See why indexed universal life is the best investment to put your money without being affected by market volatility and economic uncertainty. Visit http://www.gofinancials.com for more eye opening informations / videos.
Match-Up Power Principles
• Each new associate in the field within 24 to 48 hours with
an experienced trainer
• Helps retain your existing team by allowing them to make
money field training new associates
• Increases activity for the whole organization
• 50% of something is better than 100% of nothing
Power Point explains Equity Indexed Universal Life Insurance: how it works & how it's used.(Adapted from CampIUL™ with permission of Gulf States Marketing)
BUILDING A FINANCIAL FOUNDATION - FINANCIAL SECURITYTalkativeMedia
Financial security is not a dream, it is a PRIORITY. If you want to know more about how you can conserve money now so that you can build wealth for the future, contact our office ECM Financial Consulting via messenger at m.me/ECMFC1
FINANCIAL INDEPENDENCE - MULTIPLE STREAMS OF INCOMETalkativeMedia
Financial Independence is not a dream. It is a decision. For more information on how to join the WFG team, please contact ECM Financial Consulting at m.me/ECMFC1 via messenger.
We provide a business platform to
associates, which gives the support
and systems they need to build
strong businesses and create better
lives for themselves.
Many financial services companies focus on
only the wealthy few; thus many individuals
and families are grossly underserved.
There is an overwhelming need to help
middle-income individuals and families with
their finances, but there is an insufficient
number of companies that are willing to
help them.
See why indexed universal life is the best investment to put your money without being affected by market volatility and economic uncertainty. Visit http://www.gofinancials.com for more eye opening informations / videos.
Match-Up Power Principles
• Each new associate in the field within 24 to 48 hours with
an experienced trainer
• Helps retain your existing team by allowing them to make
money field training new associates
• Increases activity for the whole organization
• 50% of something is better than 100% of nothing
Power Point explains Equity Indexed Universal Life Insurance: how it works & how it's used.(Adapted from CampIUL™ with permission of Gulf States Marketing)
BUILDING A FINANCIAL FOUNDATION - FINANCIAL SECURITYTalkativeMedia
Financial security is not a dream, it is a PRIORITY. If you want to know more about how you can conserve money now so that you can build wealth for the future, contact our office ECM Financial Consulting via messenger at m.me/ECMFC1
FINANCIAL INDEPENDENCE - MULTIPLE STREAMS OF INCOMETalkativeMedia
Financial Independence is not a dream. It is a decision. For more information on how to join the WFG team, please contact ECM Financial Consulting at m.me/ECMFC1 via messenger.
SGA Talent Who's Who From The Leading Property & Casualty Insurance IndustrySGA Talent
The talent shortage has been discussed, predicted and unfortunately has arrived, creating for some a workforce crisis. Our study uncovers leaders and key talent in the Property & Casualty Insurance Industry as well as comparing each to their peers. Used as a tool for recruiting, talent management and succession planning, we hope you enjoy!
Meet your IG Wealth Management team.
At IG Wealth Management, we know that today, good financial advice is more important than ever. I take a long-term approach to planning. I believe that with a detailed plan, reviewed and
updated regularly, you will have
the financial resources to realize your goals and stay on track. I believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.
As an IG Wealth Management client, you will be supported by
the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada.
We all work to help ensure your financial plan meets your needs in both the short and long term. Whatever your short or long-term financial goals. I will work with you to develop a plan to help get you there.
PRODUCTS AND PLANS
• Mutual funds
• Registered retirement savings plans (RRSPs)
• Tax-free savings accounts (TFSAs)
• Registered retirement income funds (RRIFs)
• Life income funds (LIF)
• Locked-in retirement accounts (LIRAs)
• Locked-in retirement income funds (LRIFs)
• Registered education savings plans (RESPs)
• Registered disability savings plans (RDSPs)
• Annuities
• Charitable Giving Program
• Guaranteed investment certificates (GICs)
• Guaranteed investment funds (GIFs)
• Individual pension plans
• Lifetime income benefit
• Managed asset program (iProfile)
• Portfolio funds
• Tax-advantaged funds (Corporate Class)
• Brokerage products such as stocks and bonds
About IG Wealth Management
For over 90 years, we have believed that building long-term relationships with clients is the best way to help individuals reach their financial goals at each stage of their lives.
Whatever your plans, our personalized approach to financial planning can help make them a reality. Let us help you provide for the people you care about.
• A Canadian pioneer in financial services since 1926
• Serve approximately one million Canadians
• Offices from coast to coast
• A member of the Power Financial Corporation group of companies
• Investors Group Inc. is a wholly owned subsidiary of IGM Financial Inc., one of the country’s largest managers and distributors of mutual funds and other managed asset products with approximately $160 billion in total assets under management.
One of a suite of individual retirement education modules created for Nationwide Financial, the Risks Type Education Module helps a plan participant understand the risks involved in investing.
The module system gives retirement specialists the ability to create longer, fully customizable presentations by allowing them to mix, match and combine individual modules in the suite. This enables the sales force a greater flexibility in planning meetings and answering individual plan and participant needs.
The Importance of a Life Insurance PolicyJoseph Grund
Joseph Grund serves as a financial advisor at Ameriprise Financial Services, Inc. In that role, Joseph Grund focuses on several areas of financial planning, including insurance.
12. BUILDING A FINANCIAL FOUNDATION | 11
U.S.
World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. Insurance products offered
through World Financial Group InsuranceAgency, Inc., World Financial Group InsuranceAgency of Hawaii, Inc., World Financial Group InsuranceAgency of Massachusetts, Inc.,
World Financial Group InsuranceAgency of Wyoming, Inc., World Financial InsuranceAgency, Inc. and/or WFG InsuranceAgency of Puerto Rico, Inc.
Securities and investment advisory services offered through Transamerica Financial Group, a division of Transamerica FinancialAdvisors, Inc. (TFA), Member FINRA, SIPC
and Registered InvestmentAdvisor.
WFG, WFGIAand TFAare affiliated companies.
WFG and WFGIAHeadquarters: 11315 Johns Creek Parkway, Johns Creek, GA30097-1517. Phone: 770.453.9300
TFAHeadquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 800.322.7161
Canada
World Financial Group InsuranceAgency of Canada Inc. offers life insurance and SEG funds. Mutual funds, and Scholarship Plans in select provinces, are offered through WFG
Securities of Canada Inc. Headquarters: 5000 Yonge Street, Suite 800, Toronto, ON M2N 7E9. T: 416.225.2121 F: 416 225 2114.
Not for Use in Quebec.
U.S.
World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. Insurance products offered
through World Financial Group InsuranceAgency, Inc., World Financial Group InsuranceAgency of Hawaii, Inc., World Financial Group InsuranceAgency of Massachusetts, Inc.,
World Financial Group InsuranceAgency of Wyoming, Inc., World Financial InsuranceAgency, Inc. and/or WFG InsuranceAgency of Puerto Rico, Inc.
Securities and investment advisory services offered through Transamerica Financial Group, a division of Transamerica FinancialAdvisors, Inc. (TFA), Member FINRA, SIPC
and Registered InvestmentAdvisor.
WFG, WFGIAand TFAare affiliated companies.
WFG and WFGIAHeadquarters: 11315 Johns Creek Parkway, Johns Creek, GA30097-1517. Phone: 770.453.9300
TFAHeadquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 800.322.7161
Canada
World Financial Group InsuranceAgency of Canada Inc. offers life insurance and SEG funds. Mutual funds, and Scholarship Plans in select provinces, are offered through WFG
Securities of Canada Inc. Headquarters: 5000 Yonge Street, Suite 800, Toronto, ON M2N 7E9. T: 416.225.2121 F: 416 225 2114.
Not for Use in Quebec.
