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BALTIMORE, September 5, 2022 /PRNewswire/ — Transamerica Financial Advisors, Inc . (TFA) is pleased to announce that five of the organization’s independent representatives have been recognized as top financial security professionals in their respective states. Forbes and SHOOK Research have ranked the top professionals in the wealth planning, protection and insurance industry in their annual list of Top Financial Security Professionals for 2022. The annual list highlights the nation’s top performing advisors who evaluated on quantitative and qualitative criteria, including personal interviews, industry experience, compliance records and revenue generated.
This year’s list includes an overall ranking of the top insurance professionals nationwide and the top candidates in each state. Yang Zhuang was recognized as one of America’s Best Financial Security Professionals for the 2022 national list, a repeat honor after appearing on the national list for 2021. Ms. Zhuang also achieved the top-in-state ranking for 2022 Florida. In addition, TFA acknowledges and congratulates Brian Loiseau on ColoradoRJ Cunningham by Utah, Nicky Dortch-Cannon on California and Fradel Barber on Florida for their ranking in the respective lists of the best in the state.
Yang Zhuang, Brian Loiseau, Fradel BarberRJ Cunningham and Nicky Dortch-Cannon are registered representatives and representatives of an investment adviser with TFA, a broker/dealer and a registered investment adviser. They are also licensed independent insurance agents with the World Financial Group Insurance Agency (WFGIA), an affiliate of TFA. With these qualifications, these respected financial professionals can provide securities and investment advisory products and services, in addition to life insurance, to individuals, families and businesses.
“We are delighted Yang Zhuang, Brian LoiseauRJ Cunningham, Nicky Dortch-Cannon and Fradel Barber ranked high on the Forbes Best in State Financial Security Professionals 2022 list,” said George Chuang, TFA President. “This is a fantastic achievement for each of them and shows that our agents and representatives know how to help their clients achieve financial security and success.”
About Transamerica
With a history that dates back more than 100 years, Transamerica is recognized as a leading provider of life insurance, retirement and investment solutions, serving millions of customers everywhere United States. Recognizing the need for health and wellness during peak working lives, Transamerica’s dedicated professionals work to help people take the necessary steps to live better today so they can worry less about tomorrow . Transamerica serves nearly every customer segment, providing a wide range of quality life insurance and investment products, individual and group retirement plans, and asset management services. In 2021, Transamerica fulfilled its promises to customers by paying more than 52 billion dollars in insurance, retirement and annuity claims and benefits, including the return of annuity premiums paid by the customer. Transamerica’s corporate headquarters are located in Baltimore, Marylandwith other major operations in Cedar Rapids, Iowa and Denver, Colorado. Transamerica is part of the Aegon group of companies. Located in The Netherlands, Aegon is a diversified financial services group focused on providing investment, protection and retirement solutions. For the entire year 2021, Aegon succeeded 1.1 trillion dollars in income generating investments. For more information, visit www.transamerica.com.
About Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. (TFA) is a broker-dealer and registered investment advisor located in United States it’s in the business of helping people. TFA is part of Transamerica, a company with over 100 years of history and recognized as a leading provider of investment solutions. TFA representatives strive to serve people of all backgrounds and encourage clients to think differently about their future in pursuit of their financial success. Duly licensed representatives may offer securities and investment advisory services through Transamerica Financial Advisors, Inc. (TFA), member of FINRA, MSRB, SIPC and Registered Investment Adviser.
To learn more, go to https://www.tfaconnect.com/
For the World Financial Group
in United Stateslife insurance and fixed products are offered by independent agents of World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of HawaiiInc., World Financial Group Insurance Agency of MassachusettsInc. (in California dba World Financial Insurance Agency, LLC) and/or WFG Insurance Agency at Puerto RicoInc.
These agents, who are duly licensed, may offer securities and investment advisory services through the affiliated broker/dealer, Transamerica Financial Advisors, Inc. (TFA), member of FINRA, MSRB, SIPC and Registered Investment Adviser.
The residents of California who wish to be independent agents with World Financial Group Insurance Agency, LLC must already have a lifetime license. Persons residing in California can become sales representatives with WFG Direct, a direct selling marketing platform offered by World Financial Group, Inc.
To learn more, go to http://www.WorldFinancialGroup.com/
Press inquiries: [email protected]
SOURCE Transamerica
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