WFG is IT for Me

Hello to my world!

Sorry I’ve been missing…  I would say ‘in action,’ but that’s not quite true.  =D Besides being a mama monkey, here’s why:

I have exciting news that I’ve been dying to share with you!  I seriously found my dream career and business opportunity, and I know that this is my absolute calling: financial services with World Financial Group (WFG).  Yes, this is it for me.  🙂

After having cycled out of several advisors due to dissatisfied experiences, my aunt discovered her WFG/Transamerica financial advisor over 3 years ago (as a referral) and referred my mom to the same advisor with whom she too shared the same happy experience with.

After losing my dad, Steve and I reached out to my mom and aunt’s advisor to establish protection for our family and to seek financial advice (for a second opinion).  Our first appointment was the most educational 30-40 minute lesson about how money works: ways in which to make our money work harder for us, reduce our taxes, and not lose money.  (Wouldn’t you want to learn this kind of information?)  

Upon becoming happy clients, I called our WFG agent and literally begged to get on board because I saw the value in the information gained and financial solutions provided.  So as of last June, I’ve been a licensed life, health and accident insurance agent and was recently sponsored for my securities licenses.  (Yay!! Eeecks!!)  And as the ‘research Nazi’ I am, I’ve spent countless sleepless nights and months doing my due diligence in extensively researching the company, business and product offerings.  I am officially a living and breathing, passionate WFG client and agent (independent business owner), and I couldn’t be any happier.  =)

I love that World Financial Group is a 100% referral based broker/dealer (not captive) and partnered with only the best, A-rated financial providers offering a full range of financial services–including but not limited to–debt management, mutual funds, college savings, retirement plans, life insurance, annuities and estate planning.  I have honestly gained so many eye-opening and life changing financial concepts and self-development growth thanks to WFG.  Important concepts that I have never learned from business college, our financial advisor, and not even our CPA. I love learning and sharing, and knowledge is power, right?  

As cliché as it may sound, I genuinely feel as though I’m the chosen one to help my world–you included of course!  I’m emailing to offer my services and to share my passion with you.  I’m working with an amazing team of good-hearted people and a fully licensed mentor who I trust and has a heart of gold, has been in the business for over 15 years, and helped thousands of families. I’m so grateful to have the opportunity to do the same for my friends and family!

PLEASE do think of me and reach out to me for free financial advice for you (and your friends and family).  I would love to help you arrange protection and establish savings plans.  Already have an advisor?  GREAT!  Wouldn’t you agree that we all owe it to ourselves to get at least a second opinion (as with our health), especially when it’s free and for the best of your future?  So far, I’ve helped over 10 families, and 2 of which I’ve helped get into superior products than that of their existing plans with subpar companies.  (Please choose your provider(s) wisely, guys!)  It feels rewarding on so many levels to help and make a significant difference in people’s lives and their family’s future.

Thank you for being a part of my world, for your continued support and encouragement over the years, especially the last few of my toughest.  Remember that when times get tough, things could always be worse. But with patience, doing the right thing, and the power of a smile, time will explain that every single thing that happened was simply a part of the process.  

Thank you for taking the time to read this lengthy yet passionate message about my life and open offer to help.  Time is our biggest asset, so let’s chat soon! Please feel free to contact me any time.  I’ve been crazy busy, but never too busy to help so please don’t hesitate!

All the best to you and yours today and always. Please take care!

“When you are kind to others, it not only changes you, it changes the world.” ~Rabbi Harold Kushner


Uyen Nguyen (aka ‘Win Win’)

Please call me at (408)515-0099, or text for a faster response.

© 2019-2020 by Uyen Nguyen

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