11/08/2023
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I hope this message finds you well. It was a pleasure meeting with you today, and I wanted to follow up by sharing a copy of the brochure we discussed. I'm eager to hear your thoughts on its content and appearance before our upcoming meeting next week at the same time.
To provide a bit more context, we are brokers representing Aegon and Transamerica Financial Advisors, which are our parent companies. It's worth noting that before 2001, we operated under the name World Marketing Alliance (WMA). When Aegon acquired certain assets of WMA, we became known as World Financial Group. Our securities-registered representatives are affiliated with our broker-dealer, Transamerica Financial Advisors (TFA). Additionally, we have WFG Direct, a platform exclusively available in California, which empowers our sales representatives to offer home security products and education planning services.
At World Financial Group, we are committed to the idea of "Financial Independence. For Everyone." Our platform and experience are designed to help individuals pursue their financial goals, regardless of their life circumstances. We tailor our approach to retirement planning to meet each person's unique needs and goals. Moreover, for those with an entrepreneurial spirit, our turnkey system and experienced leadership can help build a personal business by supporting the financial needs of others in the community.
Aegon N.V. is a Dutch multinational company specializing in life insurance, pensions, and asset management, headquartered in The Hague, Netherlands. As of my last update in July 2020, the company employed 26,000 people and was listed on the Euronext Amsterdam, as well as being part of the AEX index.
Aegon's history dates back to its foundation in 1983, which resulted from the merger of AGO Holding N.V. and Ennia N.V. The company has achieved various milestones over the years, including the acquisition of Scottish Equitable in 1994, the formation of Stonebridge International Insurance Ltd in 1998, the purchase of Transamerica Corporation in 1999, and a strategic partnership with Merrill Lynch in 2007.
In 2008, the Dutch government and De Nederlandsche Bank provided Aegon with a capital injection to navigate the financial crisis. Aegon eventually repurchased its core capital securities from the Dutch State, with a total payment of €4.1 billion.
Notably, Aegon USA consolidated its various businesses under the Transamerica brand name in 2011. This group primarily focuses on life insurance, investments, and retirement services, with a rich history dating back over a century.
In summary, we aim to educate families, help individuals generate income, save money, reduce debt, and provide financial protection. Our services revolve around building licensed producers, certified trainers, leaders, and businesses. We offer services in four main areas:
1. Building Entrepreneurs: Our innovative business model encourages entrepreneurs to succeed through a turnkey system and a commission structure that promotes mentorship and teamwork. Joining WFG means becoming part of a community of independent professionals across the United States dedicated to safeguarding what matters most to individuals and families.
2. Insurance Protection: Preparing for the future requires safeguarding it. As a WFGIA agent, I can help you prepare for the unexpected, whether it's outliving your retirement, an unexpected passing, or disability. We offer products to protect the life you've built for yourself and your loved ones.
3. Retirement Income Strategies: A successful retirement should allow you to enjoy your leisure years without compromising your lifestyle or worrying about your financial security. As a WFGIA agent, I can provide a range of options to ensure you're prepared for retirement with confidence and without sacrifices.
4. Business Strategies: Small business owners need financial and insurance solutions for themselves and their employees while securing the future of their businesses. I can help structure strategies to protect business owners and employees in the event of unforeseen circumstances.
Thank you for taking the time to review this information, and I look forward to our upcoming discussion. Please let me know if you have any questions or if there's anything specific you'd like to address during our next meeting.
Best regards,
Sailufinancesolution