World Financial Group helps families achieve financial security through insurance and investments—protection and growth for every life stage.
As a WFG agent, you're not just selling products. You're educating families about financial concepts that schools never taught. That's life-changing work.
AI helps you educate prospects, generate leads, and build lasting client relationships.
The WFG Mission
- Financial education: Teach before you sell
- Multiple carriers: Best solutions for each client
- Life insurance focus: Family protection foundation
- Investment options: Wealth building strategies
- Team building: Grow your own agency
AI Tools for WFG Success
1. Financial Education Content
- Concept explanation posts
- Life insurance awareness
- Retirement planning education
- Family protection messaging
2. Lead Generation
- Educational webinar promotion
- Financial assessment offers
- Life event targeting
- Referral campaigns
3. Client Nurturing
- Policy review reminders
- Life stage check-ins
- Coverage update suggestions
- Referral generation
Real Results: WFG Agents Using AI
| Metric | Before AI | With BizBase | Improvement |
| Qualified appointments/week | 4-6 | 12-18 | +175% |
| Application rate | 40% | 58% | +45% |
| Client referrals | 1.5/client | 3.5/client | +133% |
Join the BizBase Founders Program and build your financial services practice with AI power.
Financial freedom. Smart systems. $249 once. Forever.