Disclosure

Axianta Financial Partners is an organization that is comprised of individuals associated with World Financial Group Insurance Agency, Inc. and World Financial Group, Inc., but is not an affiliated company of World Financial Group, Inc., WFGIA, World Financial Insurance Agency, Inc., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as "WFG"). These agents offer Insurance products through World Financial Group Insurance Agency, Inc., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, Inc. and/or World Financial Group Insurance Agency of Puerto Rico, Inc. - collectively WFGIA. Some agents may also be registered with Transamerica Financial Advisors, Inc. to offer securities and/or investment advisory services. Axianta Financial Partners is not affiliated with Transamerica Financial Advisors, Inc. 

 

Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRASIPC, and Registered Investment Advisor. TFA is not affiliated with other entities referenced unless otherwise noted.

 

This material is intended for education and training purposes only and is not intended to be, nor should it be construed as, an offer or solicitation for the purchase or sales of any specific securities, financial services, or other non-specified item. Securities products are sold by prospectuses that contains more information about the product's fees, chrages and limitations, and can only be offered by a qualified registered representative.

 

WFGIA and TFA are affiliated companies.

WFGIA Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097. 770-453-9300

TFA Headquarters: 570 Carillon Parkway, St. Petersbury, FL 33716. 770-248-3271

 

Tax and/or legal advice not offered by World Financial Group Insurance Agency, Inc., Transamerica Financial Advisors, Inc., or their affiliated companies. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals regarding their particular situation and concepts presented herein.

 

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Investment Products and services available only to the residents of: 

Alabama (AL), Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), District of Columbia (DC), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Louisiana (LA), Maryland (MD), Massachusetts (MA), Minnesota (MN), Mississippi (MS), Montana (MT), Nebraska (NE), Nevada (NV), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY).

 

260252-0720

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