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World Financial Group 

We represent over 100 financial institutions including TransAmerica, Nationwide, Athene,                                                        Pacific Life, Nationwide and More! 

*We specialize in Indexed Annuities and Fixed Indexed Assets accounts - GROWTH AND SAFETY!

*IUL's allow you to invest your money where it can grow TAX Free.  Your money will grow with the market but never loose to it with a guaranteed .075%. floor.  You can borrow against the cash value in the policy interest free, and an immediate death benefit on day 1 of the policy.  

*Fixed Indexed asset accounts allow you to roll your 401K money that is at a variable rate into an Account that will grow with the market but also has a guaranteed .075% floor.  Do not let the 401K fallout happen to you!

*We teach what we did not learn in school.... and what banks do not want you to know!  We are passionate that NO FAMILY BE LEFT BEHIND!  We work with all budgets to secure your future and leave generational wealth to your family!  SE HABLA ESPANOL TAMBIEN!

STOP Losing Money in Your 401K! Build Tax Free Retirement and Wealth!

The Three Rules of Money

Meet the Team

We are passionate about educating you about your money and protecting your family! 
Call us now for a 
FREE Consultation 
626. 786.2565
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