About Us
We help individuals, families, businesses and communities, with complementary financial education, to help them with their life's goals and retirement dreams, we understand that people don't plan to fail, the just fail to plan
How We Got Started
i started my business after 23 years of working at Save Mart Supermarkets and had a Stroke, died 3 times, in a coma for 3 days and had to learn how to walk talk and think all over again, not having Life insurance at the time i was lucky i didn't die and leave my family with having to leave without my financial resposibilities, and then finding out when i took my 401k retirment out i lost 50% of it in taxes,so now with World Financial Group i can on the needs of a proper retirement, and the needs of insurance! I still have health problems and take 8 different pills to maintain my health, but with the career opportunity with World Financial Group, i control my own schedule and income!!!
The products and services we offer
Recommendations Received (9)
"Spending 30 minutes with Larry could help you have thousands to live off of at Retirement. Lets..."
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"Spending 30 minutes with Larry could help you have thousands to live off of at Retirement. Lets face it you cant survive on Social Security ALONE.... That is why its so important to speak with someone about your goals for being able to survive in the future."
"Larry is is very knowledgeable and shares his professional opinion so you can make the rights..."
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"Larry is is very knowledgeable and shares his professional opinion so you can make the rights choices. Highly recommended! "
Products & Services
We at World Financial Group that people don't plan to fail, they just fail to plan! So we put a complementary financial plan inplace to meet life"s...
Ranging from Index Universal Life to Whole life to term to term with living benefits
When you need to count on expertise, we're here to help. World Financial Group offers free consultation calls to clients in and around Fresno. Let ...
Recommendations Given (12)
"Bert is a knowledgeable professional! He is my business partner, leader and mentor! He is one of..."
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"Bert is a knowledgeable professional! He is my business partner, leader and mentor! He is one of the top brokers in my firm, who is helping the people in my network and thus helping me in my business!!! "
"World Financial Group offers complementary financial education and complementary financial..."
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"World Financial Group offers complementary financial education and complementary financial analysis, they realize that people don't plan to fail, they just fail to plan! "
Recent Activity
Anything can work, i've tried all of them in one way or another, i use it to set up a one on one call
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Anything can work, i've tried all of them in one way or another, i use it to set up a one on one call
Put yourself out there, get out of your comfort zone, go to networking events and just meet people, no sales, just straight communication about who you are and what you do, and hand out business cards, if they or some they know needs your services they will more than likely give you a call,...
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Put yourself out there, get out of your comfort zone, go to networking events and just meet people, no sales, just straight communication about who you are and what you do, and hand out business cards, if they or some they know needs your services they will more than likely give you a call, helping you out on your sales until you get the courage to do it on your own
No, I would not! But I would never say anything bad about them, especially being in the same industry! I would let my products and services speak for themselves! The proof is in the pudding!
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No, I would not! But I would never say anything bad about them, especially being in the same industry! I would let my products and services speak for themselves! The proof is in the pudding!
Putting yourself out there, letting people who you are and what you do! Go to events that you care about, or family functions, anything that will give you public exposure, think of yourself as your business card!!!
(more)
Putting yourself out there, letting people who you are and what you do! Go to events that you care about, or family functions, anything that will give you public exposure, think of yourself as your business card!!!
1 Reply
My company supply's all the back end support that I need as far as paperwork, compaliances, payouts! It's called back office support, I have entirely no overhead
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My company supply's all the back end support that I need as far as paperwork, compaliances, payouts! It's called back office support, I have entirely no overhead
The old saying is people don't care what you know until they know you care, so I just reached out to my Hot, Warm and Cold market, and explained that I had a stroke, died 3 times, had to learn how to walk, talk, and think all over again, when I had to leave my job, in which I had a 401k, I lost...
(more)
The old saying is people don't care what you know until they know you care, so I just reached out to my Hot, Warm and Cold market, and explained that I had a stroke, died 3 times, had to learn how to walk, talk, and think all over again, when I had to leave my job, in which I had a 401k, I lost half of the $200,000 I had in there to taxes, plus I have to take 8 pills a day to maintain my health, so now from experience, I can educate people on the importance of insurance, and a proper retirement plan, even creating an extra income stream!!!
We are not a captive company! Other companies offer what ever is on their shelves! So you become a sales person! We on the other hand are contracted with over 250 reputable companies like Nationwide, Voya, Pacific Life etc. We are a broker dealer, we match the need of a client with the solution...
(more)
We are not a captive company! Other companies offer what ever is on their shelves! So you become a sales person! We on the other hand are contracted with over 250 reputable companies like Nationwide, Voya, Pacific Life etc. We are a broker dealer, we match the need of a client with the solution of a company, so we are advisors! Also what makes us different from other financial services companies is that our services are complementary!
