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1. The WFG &
Transamerica
Opportunity
Create Your Success
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2. Who We Are...
AEGON
TRANSAMERICA
WORLD FINANCIAL
GROUP
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Company History
• In October 1904, A.P. Giannini founded Bank of Italy in San Francisco, which later became
known as Bank of America. In 1928, Giannini put the banks into a holding company he names
the Transamerica Corporation
• World Marketing Alliance (WMA) was founded by Hubert Humphrey after he left Primerica in
1991
• On March 23, 1998, WMA Executive World Head quarters opened in Duluth, Georgia. The
100,000 sf building housed 500+ employees
• AEGON acquired Transamerica Corporation in 1999 for $10.4 billion
• In June 2001, select assets of WMA were purchased by AEGON and renamed World Financial
Group, Inc. (WFG)
• In 2012, Transamerica became the broker dealer and parent company of WFG
• WFG has now over 6,000 offices in the U.S.A and Canada
• In 2018, WFG became the largest distributor of financial products in the U.S.A and Canada
• In 2019, WFG payed out over $1 billion in commissions to the field

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• Build a business part-time or full-
time, virtually or in person
• Make unlimited income
• Help families protect & preserve
their wealth
• Get access to the best mentorship
& financial education in the industry
• Create financial independence &
achieve your goals and dreams

5. What You Need
to Know
The Reality Is...
• Almost 30% of
households have less
than $1,000 saved
• 76% of American's
live paycheck to
paycheck
• Majority work for 40
hours per week, for
40 years of their life
to retire on 40 % ofA M A | 2 0 2 0

6. BE INSPIRED &
EMPOWERED
A Platform To
Achieve Your
Goals
1. Personal Income
all commissions from personal
sales
2. Agency Income
compensation from the company
for every individual you train
3. Expansion Income
There are no territories, you can
expand nationwide
4. Bonus Income
Who doesn't love free money?
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7. Wealth is the ability
to fully experience life.
Defining Wealth
Henry David Thoreau
Level Average Highest
SMD $68,000 $590,000
EMD $210,000 $1,100,000
CEO MD $472,000 $1,900,000
EVC $1,200,000 $10,000,000
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OUR CLIENTS NEED OUR HELP
Life Insurance Retirement Long-Term Care

9. How Our Agents Get Paid
Product
Providers
e.g. Nationwide, Pacific
Life, Prudential,
Transamerica
Access to
over 100
Companies
WFG
AGENTS CLIENTS
Provides
Products to
Client
Client Signs up for Product with company, company pays WFG agent
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Create Your Own Schedule
Many Agents part-time start out with only 10 hours per
week to dedicate to building their business

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The Numbers Don't
Lie
• 1 out of 5 people make 6 figures
• 1 out of 78 make 1 million dollars
per year
• 10,000 people making 6 figures
and above
• 2 out of 5 make $50,000 in their
first year part-time

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The Next Steps...
• Background Check & Issued a Code
Number = $100
• Schedule Orientation
• Personal Financial Review
• Get Licensed and Trained