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Managed Wealth Financial

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Many people have experience various levels of success with World Financial Group Insurance Agency, LLC. However, each individual's experiences may vary. This statement is not intended to nor does it represent that any individual results are representative of what all participants achieve when following the World Financial Group system.

The commentaries and views expressed are for information and/or motivational purposes only. The views and opinions expressed therein are those of the individual speakers and do not necessarily represent the views and opinions of World Financial Group Insurance Agency, LLC., or any of their affiliates and employees. The professionals of Managed Wealth Financial, if properly licensed agents from world Financial Group Insurance Agency, LLC. or its subsidiaries.

Neither World Financial Group Insurance Agency, LLC nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.

Managed Wealth Financial is an organization that is comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, World Financial Insurance Agency, LLC, 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, 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 Puerto Rico, Inc. – collectively WFGIA.

Managed Wealth Financial Headquarters: 10653 River Front Parkway, Ste. 100, South Jordan, UT 84095. (801) 569-888.

WFG Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. Phone: 770.453.9300

Please Note: Links to other sites can be accessed through social media pages. Such external linked internet contain information created, published, maintained or otherwise posted by organizations independent of these companies. These companies do not endorse, approve or certify any information, products or services described at such addresses. Information on this site and any linked site is believed to be from reliable sources, however we make no representation as to its completeness or accuracy.

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