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With the decrease in pension plans, uncertainty of the Social Security system and the rise in 401(k)s, everyday people must take retirement into their own hands or risk falling short of their dreams. Investment Advisors International (IAI) believes it is vital for people to be educated about their money and is proud to bring personal, professional money management services to middle-income families. Because of IAI’s affiliation with World Financial Group, Inc., IAI’s third-party money managers will do what other firms generally will not: take on accounts with less than a six-figure investment minimum. This practice helps IAI bring money management services normally reserved for the wealthy to middle-income families who need it most.
Affiliate investment advisor firm of World Financial Group
World Financial Group and its thousands of associates in the U.S. and Canada are dedicated to educating middle-income families about money to make sure there is No Family Left Behind ® financially. By offering a broad array of insurance and financial services products through WFG’s various affiliated companies, WFG associates help families get on track to their dreams.
Affiliated with World Group Securities, Inc.
A registered broker-dealer and is among the top 1 percent of U.S. broker-dealers based on number of active registered representatives**
In combination with its affiliated companies, has agreements with more than 70 separate selling insurance companies and access to hundreds of different mutual funds
Is also a member of the AEGON Group
AEGON is one of the world’s largest life insurance and pension organizations, and a strong provider of investment products.
AEGON, N.V., is one of the world’s leading listed life insurance companies ranked by market capitalization and assets. Its three major markets are the United States, the Netherlands and the United Kingdom. In addition, the group is present in a number of other countries, including Canada, Hungary, Slovakia, Spain and Taiwan.
AEGON N.V. ranked 98th out of 2,000 companies in 2006 by Forbes magazine in its annual ranking of the world’s biggest and most powerful public companies.*