[5][6] It is wholly owned by Dutch life insurance multinational Aegon and operates primarily under the Transamerica brand in the United States.

The original idea was that the baby boomers needed a solution for wealth creation and tax protection, and that the "buy term and invest the difference" philosophy of Primerica (formerly A.L.

[8] In November 1998, WMA was fined $100,000 "for not properly supervising its sales agents" after their clients lost nearly $2 million in unregistered investments.

As part of the conditions of sale, Humphrey was placed on a noncompete agreement and could not compete in the insurance industry until 2013.

[4] In 2008, the company was criticized by customers who claimed to have lost significant sums due to WFG agents selling them "inappropriate investments".

[18] In September 2022, the World Financial Group Agency of Canada (WFGIAC) renewed its sponsorship of the 2022 Pinty’s Grand Slam of Curling.