STRENGTH

World Financial Group, Inc. (WFG) is a part of the Aegon Group. Aegon is a global financial services organization that:

 

  • Provides life insyrance, pension solutions and asset management products in more than 25 markets across the globe. 1

  • Has a market capitalization of $17 billion as of March 31, 2015. 1

  • Operates under the Transamerica brand in the United States, where Transamerica is among the top 10 largest providers of variable annuities, indidual universal life, individual term life and equity-indexed universal life insurance. 

 

 

1 Aegon, Fact Sheet: Americas, May 2015, http://www.aegon.com/Documents/aegon-com/Media/Fact-sheets/Fact-sheet-Americas.pdf.

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OURMISSION

NO FAMILY LEFT BEHIND

We see a future  in which everyone has access to a financial education and a better chance to become financially secure and independent.

FOR FAMILY

To help everyday families get the financial education, protection, and independence they need to pursue their dreams for tomorrow.

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FOR ENTREPRENEURS

To empower financial services entrepreneurs from all background with the tools they need to  accomplished our massive mission for families.

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7.34%

WFG has seen record growth since 2012, and the company continue to grow. In fact, commissions paid to the field increased from 2017 to 2018 by 7.34%

94

Entrepreneurs are earning at least $1 million since 2001

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Excellence is never an accident; it is the result of high intension, sincere effort, intelligent direction, skillful execution and

the vision to see obstacles as opportunities. 

STRENGTH IN SELECTION

  • Whole Life Insurance
  • Term Life Insurance
  • Indexed Universal Life
  • Long Term Care
  • Fixed Annuity
  • Fixed Index Annuity
  • Variable Annuity
  • College Funding
  • Estate Planning
  • Living Trust
And much more...

THE POWER OF BECOMING A "ONE STOP SHOP" IN FINANCIAL SERVICE

INSURANCE

INVESTMENT

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whatcanwedoforyou

Many of us don’t know how to save our money, grow our money, or make our money works for us. When we receive our paycheck, 50% of it would pay for our living expenses. We spend another 25% to pay our debt and the other 25% would go to tax. Not much or nothing left to save for our future or even for our rainy days. “At World Financial Group, we enjoy helping people learn ways to budget for expense, reduce debt, and tax strategies.”

Our goal is to provide a platform for you to work toward your financial independence. To pursue financial independence, we believe one must encounter three financial dimensions: Financial Education, Financial Solutions, and Income. People can make money, but money also make money.

 

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UNDERSTAND HOW YOUR INVESTMENT GET TAXED

  • Tax-now: Investments that have a tax consequence “now”, if you hold them for more than a year, you’ll pay the long-term capital gains rate which ranges from 0% to 20% depending on what tax bracket you’re in, on any gain you have.  If you hold your investments for less than a year, you’ll pay the equivalent of your income tax rate on your gains (short-term capital gains). 

  • Tax-later: These vehicles offer the ability to make contributions that are fully tax-deductible. In other words, if you contribute $5,000 to any retirement account, you will be able to subtract $5,000 from your taxable income when you file your taxes early next year. This results in a smaller tax bill right now. However, there are NO tax benefits when you withdraw.  You’ll pay taxes later at your highest tax bracket in retirement.

  • Tax-advantaged: These retirement accounts have no upfront tax deduction, but you enjoy a valuable stream of tax-free income when you’re retired. There are also a variety of insurance products that allow for tax-free growth and tax-free withdrawals that can be well-suited for investors who are making maximum contributions to their 401K.

The goal is to grow your portfolio to meet your retirement goals and to take advantage of tax breaks so you have greater cash-flow in retirement. it makes sense to talk to an financial professional who can devise solutions that meet your particular goals and your specific situation.   

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