On July 11, 2012, World Financial Group (WFG) opened a new office in Puerto Rico for the WFG Insurance Agency of Puerto Rico, Inc.  Located in Guaynabo’s City View Square, the office serves WFG associates in Puerto Rico. WFG leadership in attendance included Joe DiPaola, WFG President & CEO, Jack Linder, Chairman of the WFG Board of Directors, John Joseph, WFG Chief Administrative Officer as well as EVC Deron Ferrell.

   The celebration’s atmosphere, welcomed with open arms in the community, was described as exciting, family-oriented and fun.  One local WFG leader noted, “This office opening in Puerto Rico gives a chance to believe again and continue making dreams come true.  It really makes us feel like WFG has a vested interest in our success by investing in us.”

Photo by Carol Easton 

Jason Glass participated in the Battle of the Rockies in Rocky Mountain House this past weekend where he would gain his fourth world champion title in the chuckwagon competition.  According to the High River Times, Glass would finish 68 points ahead of Kirk Sutherland to win the title. 

Jason gives credit to many factors that contributed to his success this season.  He states, “Family is very important to me.”  He also attributes being organized and having great horse power, and great sponsors and support from everyone involved. 

Glass is grateful for those who sponsored him during his 2012 chuckwagon season and would like to thank World Financial Group, Birchcliff Energy Ltd, Shaw GMC, and Tuba Scope.

Glass also sends a big thank-you for all the support from his fans, friends, and family.

 As we celebrate Life Insurance Awareness Month this month and continue our efforts to help 100,000 Families in 100 Days, we continue execute efforts to stress the importance of having life insurance. We continue by helping to educate families on the benefits of having insurance and bring peace of mind.

Here is a story shared with us by a family to WFG associate, Art Villanueva, from the WFG Santa Fe Springs office:

My wife, two daughters, and I almost lost our lives recently. My car popped a tire and rolled over to the opposite side of the highway into oncoming traffic. Thank goodness no one hit us, but we were air lifted to nearby hospitals to make sure there were no other injuries. We are all at home and doing well. The girls are on crutches and they both had a pretty bad beating. Now that they're safe, I’m wondering what would have happened if we weren’t covered with life insurance.

I'm sharing my view because some people think it wouldn't happen to them because I was one of those people. My girls take their seatbelts off often to fall asleep while in the car. One of them mentioned before she took hers off that morning, she had a gut feeling not to and decided to leave it on. We were all wearing their seatbelts at the time of the crash, which ultimately saved our lives.

I will never look at having life insurance the same again and I am very grateful you shared the importance of having coverage.

  ABOVE: Kaitlyn Lawes shouts instructions to teammates during competition

Photograph by: Ed Kaiser, Edmonton Journal

On Sunday, September 16, 2012, the World Financial Group-sponsored curling team, Team Jennifer Jones, won its first curling title of the season, winning 6-2 over Calgary’s Crystal Webster at The Shoot-Out at the Saville Community Sports Centre in Edmonton, Alberta.

The team was led by two-time Canadian junior champ (2008-2009) Kaitlyn Lowes, who took over skipping tasks for Jennifer Jones who’s out for the first half of the season recovering from knee surgery and awaiting the arrival of her new baby in December. When asked about not having Jennifer there and their win Lawes states, “She has been super supportive. We’ve phoned her every day. She’s so excited for us and very happy we were in the playoffs and into the final game. We felt comfortable out here. We worked well together and read the ice well.”

The team also commented on the joy of beginning the season with a win, missing Jennifer, and having World Financial Group as their sponsor. "It's always nice to start the season with a win. It gives you confidence right from the start and it's something we can build on and take to the next event. It was certainly different being out there without Jennifer, but our super spare Kirsten (Wall) came in with no problem, played well and helped us win. We are very proud to wear the World Financial Group colors this season and are looking forward to the relationship with employees and clients."

Click here to read more about Team Jennifer Jones. 

2012 - 2013 Schedule & Results

   Source

During the week of October 15, 2012, WFG hsoted the Field Office Operations Summit (FOOS), Red Carpet Day, and SMD Academy at the home office in John's Creek, GA. During the three separate events, associates, field office managers, and other guests attend training, tour home office building and learn more about the company and how the home office supports them.

FOOS, which is the first to kick off the week, was a two-day event that provides leaders the opportunity to learn more about the WFG Operations group that provide daily business support. The Red Carpet Day that followed the FOOS opens doors of the home office to associates and guests to attend a WFG business presentation, meet with WFG field and executive leaders, as well as tour the home office building. The final two days conclude with the bi-annual SMD Academy. Recognizing them for their hard work to achieve their promotions in this field leadership position, SMDs of the company are invited to attend this event to receive training from top WFG field leaders and company executives.

The three events hosted attendees from the United States and Canada. Top Executive speakers included WFG President and CEO, Joe DiPaola, Chairman of the WFG Board of Directors, Jack Linder, WFG Board of Directors Member, Rich Thawley, and the company’s Chief Marketing Officer, Paul Mineck.

October 31, 2012 02:55 PM Eastern Daylight Time 

Company Helps Thousands of Families Move Toward a More Sound Financial Future 

JOHNS CREEK, Ga.--(BUSINESS WIRE)--World Financial Group is saluting all of its independent associates who participated in the Helping 100,000 Families in 100 Dayscampaign. The campaign, launched on July 1 and ending on Oct. 8, 2012, was an effort to reach out to the thousands of families who need assistance in developing a strategy to ensure they are more financially secure both today and tomorrow.

“Helping people is part of WFG’s DNA. It’s one of our core values and an integral part of our culture”

“There are so many people across North America who have little to no life insurance protection, don’t have a plan for retirement or don’t have a quality financial education. WFG’s goal during this campaign — and every day— is to reach out to people, particularly middle-income families, who traditionally are not offered financial services. We help them get on a path to realizing their dreams, whatever they may be,” said Joe DiPaola, President& CEO of World Financial Group.

The campaign involved all of WFG’s independent associates across the United States and Canada. Each associate was asked at the launch of the campaign to assist as many families as possible, with targets set at 10, 20 and a high benchmark of 30 families in 100 days. Those associates who were able to help 25 or more families will have their names listed in a two-page ad that will run in Forbes and Canadian Business magazines.

“We knew the goal of helping 1,000 families each day for 100 days was extraordinarily ambitious,” said Paul Mineck, Chief Marketing Officer of World Financial Group. “At the end of the campaign, we had helped 84,171 families. We consider the campaign a great success as it spurred major growth for WFG and its associates, and it is a number that WFG believes very few companies in the industry could reach in such a short time frame.”

“Helping people is part of WFG’s DNA. It’s one of our core values and an integral part of our culture,” DiPaola said. “We are so proud of all that WFG’s independent associates accomplished during the last 100 days. Their commitment and dedication to improving the lives of so many people, ensuring these families have a better tomorrow by helping them build a stronger financial foundation, is inspiring. Not only did it help grow our associates’ businesses and our company as a whole, the campaign created significant momentum for our associates, who can use it to help thousands more families realize their financial goals.”

World Financial Group, Inc. is a financial services marketing company whose affiliates offer a broad array of financial products and services. World Financial Group Insurance Agency of Canada Inc. offers life insurance and SEG funds. (Collectively these companies are referred to as World Financial Group or WFG above.) WFG's independent associates, located throughout the United States and Canada, strive to help individuals and families often overlooked by the financial services industry to plan for their financial futures, advocating the power of choice for clients through agreements with several of the financial and insurance industries’ leading companies.

WFG is a business unit of the Life & Protection (L&P) Division of Transamerica. Through L&P, the Transamerica companies offer a wide array of life and health protection solutions with a common purpose: to protect families and their dreams.

With more than a century of experience, Transamerica has built a reputation on solid management, sound decisions and consumer confidence. For more information, visit www.transamerica.com. 

World Financial Group Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517, PO Box 100035, Johns Creek, GA 30096-9403. Phone: 770.453.9300. WorldFinancialGroup.com.

Photos/Multimedia Gallery Available: http://www.businesswire.com/cgi-bin/mmg.cgi?eid=50456391&lang=en

Contacts

World Financial Group, Inc.

Harold Nolley, 770-248-3276

Harold.Nolley@Transamerica.com 

Julia Clukey from Augusta, Maine concluded four runs with a total time of 2:59.953, crowning her the new Norton National Women’s Champion. Meanwhile, Chris Mazder and the team’s youngest competitor, 17-year old Tucker West tied for the gold medal in the Men’s Singles event.

Photo via Rubina Magazine 

From fashion design to Executive Marketing Director of her own business, Fradel Barber continues to blaze the trail in the financial services business with World Financial Group.  Rubina, a magazine developed to discuss a host of topics geared towards women’s interests and issues, features Fradel’s story on the women that are blazing the trail in their respective fields with the “Women in…” series.  

At the age of 20, Fradel set out to as a college student to fulfill her passion in fashion design, only to realize her part time opportunity with WFG was truly the opportunity she longed for in life. After 9 years in the business, Fradel continues to promote financial education and helping families achieve their goals.

Click here to read more on Fradel Barber in Rubina and visit us at WFG Women.

Team Jennifer Jones competed in The Capital One Canada Cup in Moose Jaw, Saskatchewan November 28-December 2. This event brings the best curlers together to compete for the Olympic Trials berth, and. the atmosphere during all the rounds was described as “amazing” and “exciting.”

Team Jennifer Jones began the cup with a win (9 to 7) in Draw 1 on Wednesday against Team Webster and finished Draw 3 with another win against Team Overton-Clapham (9 to 6). The team’s win qualified them for the Cup’s Finals against Team Lawton, but Team Lawton would win the final set over Jones. However, Team Jennifer Jones, which has undergone changes this year including a Kaitlyn Lawes substituting as Skip and a new teammate in Kirsten Wall, clenched the berth in the 2011 Canada Cup and will still compete in the Olympic Trial berth.

Click here to catch the final event on TSN’s Championship Curling On-Demand.

The Helping 100,000 Families in 100 Days campaign was a major World Financial Group (WFG) initiative, and the efforts of so WFG’s independent associates played a key role in its success. The momentum created by this campaign was great, remaining sustained throughout the campaign and beyond. It was exciting to see WFG and its associates so united behind a common cause: helping families.

The original goal of helping 1,000 families a day for 100 sustained days was extraordinary ambitious and, by the end of the 100-day campaign, WFG associates had helped 84,171 families. This amazing result — and the outstanding performance that so many associates put forth — deserves recognition. Therefore, in addition to the ads placed in November issues of Forbes and Canadian Business advertisements, an ad was also placed in the December 4, 2012 issue of the Los Angeles Times, which includes the names of all associates who helped 25 or more families.

Helping people is part of WFG’s DNA, it is one of the company’s core values and is an integral part of the WFG culture. The commitment and dedication shown by WFG associates to improve the lives of so many people through our products, services and opportunity is inspiring. We hope that the energy created by this campaign will help spur our associates to help thousands of additional families realize their financial goals.

Team Empire, lead by World Financial Group EVCs Carl Meldrum and David Limpert, hosted the 10^th Annual Empire Leadership Retreat in Kelowna, British Columbia. The event hosted over 700 leaders with activities, an awards ceremony, and training sessions to learn and grow from the best in the WFG business. Speakers included WFG Agency Chairman, Ed Mylett, SMD Kevin Yuen, EMD Kurtis Jacques, SMD Bert Bruneau, and EMD Sheryl Berry.

New to WFG, Associate Riannon Stabb gives her perspective on the event as a first-time attendee. “The weekend in Kelowna gave me a new found perspective of this business. The speakers truly hit home for me with their personal stories, experiences, and support. Their inspiration makes you want to be great! So much so, I’ve already set goals for myself to obtain by Convention next summer. I’m definitely looking forward to the next retreat.”

Click the link to watch highlights of the event: 10th Annual Empire Leadership Retreat.

 The beginning of each year brings the exciting competitions in the sport of curling in North America. The annual WFG Continental Cup of curling was held January 10-13 in Penticon, BC with Team North America clinching an exciting win in the competition.

The competition, modeled after golf’s Ryder Cup, is a four-day event that will bring six teams from North America (4 Canadian and 2 from the United States) to compete in a total of 18 games.

At the 2011 WFG Continental Cup of Curling, Jennifer Jones watches as Kaitlyn Lawes (L) and Jill Officer (R) bring the stone into the house (Photo CCA/Michael Burns) 

The World Financial Group-Sponsored Team Jennifer Jones competed in this year’s event. This was the first event Jennifer Jones will compete as skip for her team after undergoing knee surgery and the birth of her first child last year. Jones went on to beat Team World’s Mirjam Ott. “It was so fun to win today; I pretty much could tell you every shot that was played on the other sheets,” said Jones. “It was really exciting to watch, and when Glenn made that shot, it was crazy, it was super fun.”

Photos via Canadian Curling Association

After concluding the North American Helping 100,000 Families in 100 Days campaign in 2012, which included advertisements in Forbes Magazine and Canadian Business Magazine, WFGIA is maintaining that campaign’s momentum by starting the New Year with the launch of an advertising campaign.  For the next month, nearly 600 WFG ads will run in the Toronto Transit Commission (TTC) subway system, which provides transportation to approximately 1.2 million riders each day. The campaign’s objective is to raise further awareness of WFG, its business opportunity and the company’s focus on its core value: helping families.

 

The Helping 100,000 Families in 100 Days campaign provided an opportunity for associates to make an impact in their communities by helping thousands of families across North America prepare for a better financial future. Leaders across WFG held celebrations to recognize the hard work of their associates in their efforts in the campaign, but EVC Greg Sorensen went above and beyond by hosting a celebration event with the top 50 leaders on his team at the Transamerica Tower in San Francisco, CA.

The atmosphere was “full of excitement” and “high energy,” as Sorensen made the extra effort to thank leaders for their hard and tireless dedication to finish the campaign on a strong note. The event included a tour of the Transamerica Tower, which has spectacular views of Alcatraz Island and the San Francisco Bay, as well as a two-hour Leadership Training, lunch and a recognition celebration.

Sorensen says, “The event felt like a football team championship game and we were the winners. I wanted to go the extra mile and award the team for all of their hard work.”