tfa representatives acknowledged by forbes as americas prime monetary safety professionals


BALTIMORE, Sept. 5, 2022 /PRNewswire/ — Transamerica Monetary Advisors, Inc. (TFA) is happy to announce that 5 of the group’s impartial representatives have been acknowledged as top-ranked monetary safety professionals of their respective states. Forbes and SHOOK Analysis have ranked the highest professionals within the wealth planning, safety, and insurance coverage business of their annual listing of Prime Monetary Safety Professionals 2022. The annual listing spotlights the nation’s top-performing advisors, who’re evaluated on quantitative and qualitative standards, together with private interviews, business expertise, compliance data and income produced.

This 12 months’s listing contains an general rating of the most effective insurance coverage professionals throughout the nation and the highest candidates in every state. Jan Zhuang was acknowledged as one in all America’s Prime Monetary Safety Professionals for the 2022 nationwide listing, a repeat honor after showing on the 2021 nationwide listing. Ms. Zhuang additionally attained the 2022 Greatest-In-State rating for Florida. As well as, TFA acknowledges and congratulates Brian Loiseau of Colorado, R.J. Cunningham of Utah, Nikki Dorch-Cannon of California and Fradel Barber of Florida for his or her rankings on the respective Greatest-In-State lists.  

Jan Zhuang, Brian Loiseau, Fradel Barber, R.J. Cunningham, and Nikki Dorch-Cannon are registered representatives and funding advisor representatives with TFA, a dealer/supplier and registered funding advisor. They’re additionally licensed impartial insurance coverage brokers, with World Monetary Group Insurance coverage Company (WFGIA), an affiliate of TFA. With these {qualifications}, these revered monetary professionals can present securities and funding advisor services and products, along with life insurance coverage, to people, households and companies.

“We’re delighted Jan Zhuang, Brian Loiseau, R.J. Cunningham, Nikki Dorch-Cannon and Fradel Barber have ranked extremely on the Forbes Prime Monetary Safety Professionals Greatest-In-State 2022 listing,” mentioned George Chuang, President of TFA. “This can be a implausible achievement for every of them and exhibits that our brokers and representatives know learn how to assist their shoppers obtain monetary safety and success.”

About Transamerica

With a historical past that dates again greater than 100 years, Transamerica is acknowledged as a number one supplier of life insurance coverage, retirement and funding options, serving thousands and thousands of consumers all through america. Recognizing the need of well being and wellness throughout peak working life, Transamerica’s devoted professionals work to assist individuals take the steps essential to dwell higher as we speak to allow them to fear much less about tomorrow. Transamerica serves almost each buyer phase, offering a broad vary of high quality life insurance coverage and funding merchandise, particular person and group pension plans, in addition to asset administration companies. In 2021, Transamerica fulfilled its guarantees to prospects, paying greater than $52 billion in insurance coverage, retirement, and annuity claims and advantages, together with return of annuity premiums paid by the client. Transamerica’s company headquarters is positioned in Baltimore, Maryland, with different main operations in Cedar Rapids, Iowa and Denver, Colorado. Transamerica is a part of the Aegon group of corporations. Primarily based in the Netherlands, Aegon is a diversified monetary companies group targeted on offering funding, safety, and retirement options. For the total 12 months of 2021, Aegon managed over $1.1 trillion in income producing investments. For extra info, go to www.transamerica.com.

About Transamerica Monetary Advisors, Inc. 

Transamerica Monetary Advisors, Inc. (TFA) is a broker-dealer and registered funding advisor positioned in america that is within the enterprise of serving to individuals. TFA is part of Transamerica, an organization with over 100 years of historical past, and is acknowledged as a number one supplier of funding options. TFA’s representatives attempt to serve individuals from all backgrounds and encourage shoppers to assume in another way about their future in pursuit of their monetary success. Correctly licensed representatives could supply securities and funding advisory companies by Transamerica Monetary Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC, and Registered Funding Advisor.

To study extra, go to https://www.tfaconnect.com/

About World Monetary Group

In america, life insurance coverage and glued merchandise are provided by impartial brokers of World Monetary Group Insurance coverage Company, LLC, World Monetary Group Insurance coverage Company of Hawaii, Inc., World Monetary Group Insurance coverage Company of Massachusetts, Inc., (In California dba World Monetary Insurance coverage Company, LLC), and/or WFG Insurance coverage Company of Puerto Rico, Inc.

These brokers who’re correctly licensed could supply securities and funding advisory companies by the affiliate dealer/supplier, Transamerica Monetary Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC and Registered Funding Advisor.

Residents of California who want to be impartial brokers with World Monetary Group Insurance coverage Company, LLC should have already got a life license. People who reside in California could change into gross sales representatives with WFG Direct, a direct gross sales advertising platform provided by World Monetary Group, Inc.

To study extra, go to http://www.WorldFinancialGroup.com/

Press Inquiries: [email protected]

SOURCE Transamerica

rt



Supply hyperlink