Our product portfolio is the result of our extensive experience in helping families address financial challenges and our relationships with many of the industry’s leading product providers. We offer families choices, by providing the following solutions that open up to families many paths to purse financial security and fulfill their dreams and goals.

Life Insurance

We offer a wide array of life insurance products to families of all income levels. Term-life insurance is available for those who require maximum coverage at an affordable price. Universal life insurance is available to those who would like tax-advantaged capital growth within their life insurance policy. Simplified- and guaranteed-issue life insurance plans are also available for those who have difficulty qualifying for insurance on the open market.


Through our product providers, we help people of all income levels add annuities to their retirement strategy. These solutions enable retirees to draw monthly income from a lump sum investment, all while taking advantage of growth on the investment.

Critical Illness Insurance

Critical Illness insurance offers a tax-free payout if the insured person gets a critical illness, such as cancer or a stroke. Attractive “return of premium” options take the guesswork out of long-term affordability.

Disability Insurance

Through our product providers, we offer disability insurance to ensure that a family’s financial independence is not threatened by disability. Some of the plans offered are geared toward maximum coverage while others designed for affordability.

Long-Term Care Insurance 

Long-term care insurance is an integral part of retirement planning. People are living longer, making the likelihood of going to a care facility greater. Long-term care insurance makes it possible to choose the level of care you may require, and helps ensure that you get the care you deserve.

Mutual Funds

We offer securities from a number of leading fund companies, providing our clients unparalleled access to products based on their risk tolerance. Whether you’re investing $50 at a time or $50,000, WFG gives everyone the same care, attention, and opportunity for growth.