Penney Ooi Becomes First Woman to Achieve Highest Level of Advancement in the Field with World Financial Group

World Financial Group Announces Prestigious Executive Chairman Status Penney Ooi

JOHNS CREEK, Georgia, September 21, 2021 / PRNewswire / – The World Financial Group (WFG) is pleased to announce that Penney Ooi has become the first woman to qualify for the status of Executive Chairman. This position is the highest level of field advancement that independent agents at the company’s insurance agency, World Financial Group Insurance Agency, LLC (WFGIA), can achieve by meeting threshold-based qualifications. linked to the number of people assisted and lives protected through products and services, as well as the size and structure of the agent’s team.

In addition to being an Independent Insurance Agent with WFGIA, Ooi is also a Registered Representative and Investment Advisor Representative with the Affiliate Dealer / Dealer and Registered Investment Advisor, Transamerica Financial Advisors, Inc. With these qualifications , Ooi is able to provide securities and investment advisory products and services, in addition to life insurance, to individuals, families and businesses.

“By taking this opportunity, I wanted to create a better life for me and my family without financial worries,” Ooi said. “With the help of mentors, my husband and I have had the privilege of helping thousands of people on the same journey to financial independence. The WFG opportunity doesn’t require you to step into a glass slipper, it gives you the platform to smash the ceiling glass! “

“Penney Ooi is one of WFG’s most outstanding and talented field leaders. She truly cares about the future of the clients she helps and the people she hires as agents,” said Tom dempsey, President of WFGIA. “Penney is the first woman to serve as Executive President, and I know that through the example she has set, she will inspire many others to pursue and achieve excellence.”

Ooi joins an impressive and diverse roster of executive chairmen, including Xuan Nguyen, Andy Nguyen, Réal Michaud, Raja Dhaliwal, Wan Yang, Rocky shi and Eric olson.

About the Global Financial Group
In United States, life insurance and fixed products are offered by independent agents of World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, LLC and / or WFG Insurance Agency of Porto Rico, Inc.

Approved Agents may provide securities and investment advisory services through the Affiliate Dealer / Trader, Transamerica Financial Advisors, Inc. (TFA), FINRA Member, SIPC and Registered Investment Advisor.

People who reside in California can become sales representatives with WFG Direct, a direct selling marketing platform offered by World Financial Group, Inc.

In Canada, life insurance and segregated funds are offered by independent agents of World Financial Group Insurance Agency of Canada Inc. Duly authorized persons may also offer mutual funds through WFG Securities Inc. (WFGS) .

For more information, visit http://www.WorldFinancialGroup.com/.

Press inquiries: [email protected]

SOURCE WFG

Related links

https://www.WorldFinancialGroup.com

Source link

About Scott Conley

Check Also

Court terminates Melissa Caddick’s financial services firm

The Federal Court confirmed that Melissa Caddick and her company, Maliver, were operating a financial …

Leave a Reply

Your email address will not be published. Required fields are marked *