World Financial Group

Case Study

Transamerica is one of the world’s leading financial services companies, providing insurance, investments and more to 27 million customers. Transamerica Financial Group is a division of Transamerica Financial Advisors, Inc., the fifth largest U.S. broker/dealer with 5,000 representatives nationwide and the No. 1 broker/dealer based on the percentage of women advisors. Along with its’ affiliate World Financial Group (collectively WFG), their mission is to serve middle income individuals and families by enhancing the present and future economic well-being of their clients and representatives.

Helping families is at the heart of what WFG associates do every day. That’s why they recognize that an important part of planning for the future is protecting it. In the past, when discussions naturally arose with their clients on important subjects like asset protection, inheritance, healthcare choices, etc., their only option was to refer them to an estate planning lawyer and hope for the best.

Unsatisfied with leaving so many customers underserved, WFG began partnering with NetLaw to provide our unique solution to their friends and families, helping them take control of their health and wealth in a quick, easy and affordable manner. We created a custom, mobile application (Step6) to enable the WFG associates to sign up clients anytime, anywhere. Then, at their convenience and in less than an hour, most families can use our SmartGuide to complete their basic estate planning documents (wills, powers of attorney, healthcare surrogate, etc.) without the need for (or cost of) an attorney. WFG associates often further help their clients execute and store those documents in NetLaw’s LifeVault, a virtual safe deposit box that is always accessible.

For decades, WFG has brought financial solutions typically reserved for the wealthy to families from all walks of life. With 10,000 new baby-boomers retiring each day, our country is experiencing the greatest transfer of wealth in its history, yet 60% of Americans still don’t have an up-to-date will. Forward-thinkers like those at WFG have recognized the great value they can provide by combining holistic planning with state-of-the-art software technology from NetLaw. The result is superior service and products now available for millions of underserved customers.