Individuals & Families

WFG has concepts and strategies that can help WFG clients move from where they are financially to where they want to be. A WFG associate can work with you to create a strategy for your financial situation through:


 



  • Financial Dream Map

  • Financial Goal Setting

  • Recommendations and Implementation Strategies for Achieving Financial Goals


 


Insurance Protection


 


An important part of planning for your financial future is protecting it. Whether you live too long, die too soon or become disabled, these products can help you and your family protect the life that you’ve built.


 



  • Variable Universal Life 1

  • Universal Life Insurance

  • Whole Life Insurance

  • Term Life Insurance

  • Disability Insurance


 


Retirement/Supplement Retirement Programs


 


As retirement planning is a vital part of any financial strategy, WFG associates offer a variety of services to help clients prepare for their days after work.


 



  • IRAs

  • 401(k)/Retirement Plan Rollovers

  • Variable Annuities 1

  • Fixed & Indexed Annuities


 


College Funding Plans


 


Whether preparing to send your first or your fifth child to college, a WFG associate can help you start saving now.


 



  • 529 College Savings Plans 1


 


Elder Care Protection


 


Care in the later years of life can be a monetary burden, but proper preparation can help clients protect themselves and their loved ones should extended care be needed. WFG can help with:


 



  • Long-term Care Insurance

  • Home Health Care

  • Assisted Living Care Insurance


 


Estate Transfer Concepts and Solutions*


 


Years of savings can be unnecessarily damaged without proper estate planning. WFG associates offer solutions to help our clients during life and after death, including:


 



  • Charitable Strategies

  • Charitable Remainder Trusts

  • Wealth Replacement Trusts

  • Irrevocable Life Insurance Trusts

  • Estate Tax Calculation Programs

  • Wealth Transfer Strategies


 


*Tax and/or legal advice are not offered by WFG, WGS or their affiliated companies. Please consult with your personal tax professional for additional guidance regarding tax-related matters.


1 Only those WFG Associates who are actively registered with World Group Securities, Inc. may offer securities-related products.