Protect, Grow, Dream
Helping families with Financial Literacy for smart strategic planning and wealth management
Our product providers and partners
We are a group composed of independent entrepreneurs who are financial professionals. All of our Agents are licensed individuals operating under federal and state regulations. All the Agents are independent contractors with World Financial Group Insurance Agency,Â
World Financial Group Insurance Agency, LLC (in California, doing business as World Financial Insurance Agency, LLC), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts Inc., and/or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA), offer insurance products.
California License #0679300
WFGIA Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. Phone: 770.453.9300
This material is designed exclusively for educational and training purposes and should not be interpreted as, nor construed to be, an offer or solicitation for the purchase or sale of any specific product, financial services, or other non-specified items. Neither WFGIA or its members are authorized to provide tax or legal advice. Individuals exposed to, marketed, or recommended this material are strongly advised to seek guidance from their own independent tax and legal professionals concerning their unique situation and the principles presented herein.