One size almost never fits all – especially when it comes to your financial needs and goals. That’s why WFG offers products and services from over 221 trusted providers.
Let's find a fit for your needs and goals.
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WFG financial professionals help many of the industry's top financial services and insurance companies bring their products to families throughout North America.
The list above indicates companies that have a relationship with World Financial Group. It is not necessarily a list of product providers the WFG associate identified on this webpage is able to represent. Product availability may be restricted due to licensing and/or provincial requirements.
Our focus is to change lives by matching education with common financial tools and strategies that help families overcome real-life financial challenges. The knowledge and ability to save, protect, and grow money is something everyone should have access to.
The most important part of preparing for the future is protecting it. You may be able to help clients prepare for uncertainty, as they may live too long, die too soon, or become disabled. They need products that can help them protect the life they've built.
A key to any financial strategy is preparing for retirement. You may be able to offer people a variety of options to help them prepare for their leisure years.
Whether preparing to send the first - or fifth - child to college, many families can benefit from the help of a financial professional.
Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended. Families need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.
A strategy to cover any unforeseen expenses due to a critical illness or disability can be a key component of a solid financial foundation. Although the need for living benefits may not seem immediately necessary for many people, the time to plan is now. In the event of a loss of income, living benefits help ensure the financial impact to families is lessened.
Small business owners may need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. As a licensed WFG associate, you may be able to offer a variety of financial products to help them meet these needs.
Less than one third of Canadians have insurance coverage for serious life events1
The number of Canadians who haven't saved enough for their retirement2
1. “Most Canadians are Underinsured: Study," Insurance Business Canada, March 8, 2017.
2. “Canadians Weigh in on Retirement Readiness and the News Isn't Good," Globe and Mail, July 12, 2016
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