Marketing Director @ World Financial Group


World Financial Group, Inc. is a financial services marketing company that offers a broad array of financial products and services to individuals and families across the United States, Canada and Puerto Rico. WFG is a TransAmerica company that also partners with more than 100 A-rated financial companies to provide solutions to address the specific need(s) of our clients. Its revolutionary platform serves everyday individuals and families that would otherwise be overlooked by the traditional financial industry. Its motto is no family left behind. My team focuses on upgrading or changing existing life insurance to the new life insurance with Living Benefits and Long Term Care. This accelerates the death benefit in an event of a critical, chronic or terminal medical event as we all are aware that bills do not stop when we get ill and cannot work. We also provide financial literacy programs and services to help our clients get out of debt and stay debt free, develop an emergency fund, save for retirement , educational fund and final expense. Because our company, especially our sister company TransAmerica values health as our greatest wealth, we provide health programs to our clients to improve their physical, mental and emotional health. This holistic way of serving our clients is my passion and personal mission having a background of occupational therapy practice of 31 years in different health settings. I feel very honored and blessed that through the WFG platform our team have been providing a ray of hope to individuals and families that have been long been suffering from dire financial dilemmas. Indeed, when we focus on serving others, success, contentment, fulfillment and meaningful life happens.