Get Quote Call (646) 773-6682 Get directions WhatsApp (646) 773-6682 Message (646) … At Transamerica, we specialize in Insurance, Investments & Retirement. What matters to you, matters to us. That's what this is too-- the actual paperwork said "WFG, a Transamerica company" or something. Invest in low-cost index funds like US Total Stock Market, Total International Stock Market, and Total Bond Market at a low-cost provider like Vanguard, Fidelity, or Schwab. 7702 is just another phrase for life insurance policies. Because Edward Jones caters exclusively to individual investors, its business is based on cultivating one-on-one relationships between financial advisors and clients. Well, first off, they want us to become clients, fill out some needs analysis thing, and have a second meeting. World Financial Group (WFG) is a multi-level marketing company which sells investment, insurance, and other financial products through a network of distributors. George Chuang, Managing Director of TFA's Registered Investment Advisor, has been promoted to President. Securities and investment advisory services offered by Transamerica Financial Advisors, Inc., a broker/dealer, member of FINRA, SIPC and a Registered Investment Adviser. More about Primerica. I’m not worried about him trying to fuck me. The needs analysis is required before they can give you financial advice, otherwise they are breaking the law. The sucky thing is that our friend is just trying to provide for his family. Visit PayScale to research financial … I could rant for days, but suffice to say I'll never go near Aegon/TransAmerica ever. Many times they were not in any way in need of life insurance. We Have 15 years of solid working experience and knowledge including certifications and are pro in Bookkeeping what we do. I can sit through a presentation. While I can't speak towards TA as a whole I can share my experience there. Securities and investment advisory services offered by Transamerica Financial Advisors, Inc., a broker/dealer, member of FINRA, SIPC and a Registered Investment Adviser. Financial Planner in New York. Part of the presentation said "how would you like to be involved-- as a client, part time employee, or full time?" Also, she wants names from us, friends of ours to whom she can do her sales pitch. The branch I worked with deliberately targeted low income families. FILE PHOTO: The headquarters of the U.S. Securities and Exchange Commission (SEC) are seen in Washington,U.S., on I don't think this is a full on scheme, but it just seemed a little odd. If you don’t live near a licensed agent, Transamerica Life Ins Company will ask for your contact information so an agent can call you. One time there they didn't even realize a policy regex was faulting and bouncing all new data back, ie never processed anything. Press J to jump to the feed. For 19 years, World Financial Group, a Transamerica company, has helped countless individuals and families find financial security through our life insurance, retirement and wealth-building strategies. Read this posting by someone who works there: "World Financial Group/Transamerica. transamerica premier fax number, Transamerica History. When Transamerica Financial Advisors, Inc. (TFA) launched its TFA Synergy initiative in early 2007, the goal was to eliminate paper-driven processes for TFA’s staff and its independent financial advisors through a seamless, completely electronic document management platform. He’s making money doing it and he wants me to join him as I have a large network of people to tap into. Reviews for Transamerica Financial Advisors | Accountant, Financial Planner in Canyon Lake, CA ... Reddit - 0; Yahoo - 0; Overall Rating . I googled the company and the address I was given for the interview is the office address for the company. 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