To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.
To empower financial services entrepreneurs with the tools they need to help families have better futures.
Aegon purchases core assets that enable it to establish WFG.
Tim Stonehocker, a financial services industry veteran, serves as WFG’s first CEO, and implements a strong foundation of regulatory compliance, integrity, and respect.
WFG’s affiliate broker-dealer was established, empowering securities-licensed WFG business owners to provide additional products and services to families.
Rick Williams moved from his position as vice president of national sales for Transamerica Life of Canada and became president of WFG’s Canadian operations, which now includes World Financial Group Insurance Agency of Canada Inc. and WFG Securities Inc.
WFG becomes part of Transamerica, a well-known financial services company whose history of helping families to secure their future extends back more than 100 years.
WFG launches Compass, our proprietary technology infrastructure that manages agent commission payments and billing.
WFG rebrands the company with a contemporary look and voice. It also embraces a Mobile-First approach to designing systems that enables associates to run their businesses securely while on the go.
WFG launched the Financial Momentum Campaign at the annual convention. The campaign's goal was for WFG associates to help 150,000 families in 90 days. An ad in the January 2017 issue of Fortune magazine celebrated the top 500 who helped the most families.
WFG paid more than $738 million in commissions to the field, which translates to over 400,000 families helped.
