XIANGYUN SHI

Financial Professional

(510) 541-6060

(408) 732-3250

Email Me

(866) 383-1610

Schedule a Complimentary, No-Obligation Appointment with Xiangyun

Financial Independence For Everyone

World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business through supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.

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Xiangyun Shi San Jose: insurance, life insurance, financial services, entrepreneurship in San Jose, US

Services Offered by Xiangyun

1.

Protect Insurance

The most important part of preparing for the future is protecting it. As a WFGIA insurance agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

2.

Retirement Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA Insurance Agent, I can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.

3.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

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Protect Those You Love
Education Planning
Financial Goal Setting

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Strategies to Pursue Your Goals

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Frequently Asked Questions

World Financial Group offers life insurance, among other products and services, to clients through its affiliated insurance agency, World Financial Group Insurance Agency, LLC. In addition, agents also provide clients with information about financial fundamentals so they can make sound decisions both now and in the future. These things combined, help ensure a client has a more sound financial future.

While WFGIA does not manufacture any insurance products itself, it does offer products through well-known insurance companies such as Transamerica, Nationwide and many others.

World Financial Group offers a variety of tools and resources that other companies may not. Additionally, we have a unique compensation and field advancement system that encourages people to grow in their careers.

Please contact an agent in your area if you are interested in becoming part of WFGIA and have not yet been contacted. You will need to sign an Associate Acknowledgement & Non-Disclosure Agreement, if you’re not currently life licensed or an Agent Agreement if you already have an active life insurance license in your state of residency. You will pay a one-time, $125 fee that goes directly to the home office and is used for administrative costs such as running a background check and other items.

All 50 states in the United States, Puerto Rico and Canada.

New associates have nine months to earn their life insurance license. WFG provides an onboarding platform with training videos and discounted pre-licensing courses from several different educational providers. Typically, most associates become licensed within three to four months.

Products are offered through several well-known companies, including: Transamerica, Nationwide, American Financial Solutions Group (AMS), Prudential and Pacific Life.

Through state departments of insurance as well as federal regulations as they apply to life insurance. The WFG home office also has a full compliance team responsible for monitoring agent behavior and ensuring best ethical practices are being followed by our agents at all times.

There are currently approximately 43,000 WFG insurance agents across North America.

WFGIA is a Transamerica company, which is a subsidiary of Aegon (NYSE: AEG), a global provider of pensions, insurance and asset management headquartered in the Netherlands.

Todd Buchanan is a seasoned financial services executive, bringing more than 25 years of experience in insurance distribution, digital transformation, retirement, and wealth management leadership to his new roles. Most recently, Todd served as the U.S. CEO for Coherent, one of the fastest-growing insurance technology companies in the world. He is also a veteran of the U.S. Army, having spent six years as a Field Artillery Officer and attaining the rank of Captain. Todd serves on the boards of the Tampa Bay Sports Commission, ReliaQuest Bowl and Cogent Bank, and resides in Tampa, Florida with his wife and three children.

World Financial Group was formed in 2001 with industry veteran Tim Stonehocker serving as the company’s first CEO.

Prior to 2001, WFG was known as World Marketing Alliance (WMA). When Aegon purchased certain assets of WMA it was renamed to World Financial Group. Our securities-registered representatives are part of our broker-dealer, Transamerica Financial Advisors (TFA). WFG Direct is a California-only platform that enables sales representatives to offer home security products and education planning services.