Education first
Understanding how money works is the foundation of financial confidence. We teach first — always.
Who we are
Financial guidance built around families.
A nationwide organization of licensed financial professionals helping everyday families make confident decisions — through education, choice, and long-term strategy.
No cost · No obligation · About 30 minutes
Our story
See how we work
An education-first firm, built for real people.
Virtuity Financial Partners is a nationwide organization of licensed financial professionals committed to helping families, entrepreneurs, and business owners make confident decisions — through education, choice, and long-term strategy.
Transparency you can trust
Clear education and open conversations help you understand your options, so decisions are made with confidence — not pressure.
Guidance, not a sales pitch
Our professionals are trained to guide, not push. We walk through the fundamentals in plain language and help you decide what fits your life.
What makes us different
A different kind of financial firm.
Independent access
Our professionals aren’t limited to a single company or product. What we present follows what fits you — not a quota. See our providers.
No cost to meet
Sitting down with a Virtuity professional costs you nothing. There’s no obligation — just an honest look at where you stand.
Who we help
Families and professionals at every stage.
We work with people across every stage of life, and with the entrepreneurs and business owners who serve them.
Families & individuals
Seeking clarity, confidence, and protection for the people who depend on them.
Young professionals
Building strong financial foundations early, when time is the greatest advantage.
Business owners & entrepreneurs
Planning for growth, continuity, and the people who help run what they’ve built.
Pre-retirees & legacy planners
Preparing for retirement, and for what they intend to pass on to the next generation.
The people behind the plan
Real people, real relationships.
Behind every plan is a licensed professional who picks up the phone — not a call center and not an app. We build long-term relationships and stay with families as life changes.
Local & nationwide
A nationwide organization of professionals who work with families right in their own communities.
Here for the long run
We check in as jobs, families, and goals change — and adjust the plan along the way.
Our commitment
Whatever stage you’re at, our commitment is the same: help you understand your options, and build a plan you actually understand.
Not sure where to start?
A licensed professional can walk you through your options and show you where you stand — in plain language, at your pace.
Contact UsNo cost · No obligation · About 30 minutes
By the numbers
A team behind every family.
1,200+Licensed agents
27+Years serving families
NationwideOffices across the country
Licensed professionalsAccess to established providersNo cost to meet
Figures reflect Virtuity Financial Partners.
How it works
Straightforward, and no cost to start.
A common first question is a fair one: if there’s no fee, how does this actually work?
It’s simple. There’s no charge to sit down with a Virtuity professional, review your situation, or ask questions — and no obligation to do anything afterward. When a family decides a product is right for them, the professional is compensated by the product provider, not by billing the client. It’s the same way most insurance is bought, and it’s exactly why education can come first: we’re not charging by the hour to explain your options, so there’s no reason to rush them.
Every Virtuity professional is licensed, and you’re always welcome to ask about their licensing and how they’re paid before you decide to work with them. We believe transparency is the foundation of trust — which is why we lead with it rather than wait to be asked.
One important note. Neither World Financial Group nor its agents provide tax or legal advice. For those questions, we’ll always point you to your own qualified tax or legal professional.
Common questions
Straight answers.
The questions families ask most before they sit down with us.
Is there any cost to speak with a Virtuity professional?
No. There is no fee to sit down and review your situation, and you are under no obligation. Virtuity professionals are compensated through the products you choose — not through advisory invoices.
How do Virtuity professionals get paid if there is no fee?
Virtuity professionals are paid by the product providers through commissions when a client decides to purchase a product — not by billing clients. That means there is no cost to meet, review your situation, or ask questions.
Are Virtuity professionals licensed and regulated?
Yes. Insurance products are offered through licensed agents of World Financial Group Insurance Agency, LLC (WFGIA) and its affiliates, which are licensed and regulated. You are welcome to ask any professional about their licensing before you decide to work with them.
Is Virtuity Financial Partners a scam or a pyramid scheme?
No. Virtuity Financial Partners is a compliance-driven organization of licensed insurance professionals. Products are offered through World Financial Group Insurance Agency, LLC, which is licensed and regulated. As with any profession, individual experiences and results vary.
Is Virtuity a multi-level marketing company?
Virtuity professionals do two things: help clients, and — if they choose — build and mentor a team of other licensed agents. Everyone is a licensed agent offering regulated products, compensated through commissions on what clients purchase; those who build a team may also earn overrides on their team's production. This distribution model is common across the insurance industry.
What is Virtuity's relationship with World Financial Group?
Virtuity Financial Partners is an organization comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of WFG. Insurance products are offered through WFGIA.
Do Virtuity professionals provide tax or legal advice?
No. Neither World Financial Group nor its agents may provide tax or legal advice. For your particular situation, please consult your own independent tax or legal professional.
How can I verify a professional before working with them?
You can ask any Virtuity professional for their license details and verify them through your state's department of insurance. You are encouraged to ask about products, costs, and how the professional is compensated before making any decision.
How do I get started?
Reach out through our contact page, or call one of our offices in Woodland Hills or Thousand Oaks, and we will connect you with a licensed professional near you. The first conversation is free and there is no obligation.
Why families choose us
Guidance that puts you first.
No quotas and no pressure — just licensed professionals who lead with education and help you decide what actually fits your life.
Licensed & regulated
Every Virtuity professional is a licensed insurance agent — and you can verify their licensing any time.
The power of choice
Access to a network of nearly 200 established providers, so the options we present follow your goals, not a quota.
No cost to meet
Sitting down with a professional costs nothing and carries no obligation of any kind.
Begin your journey
Come see what we do differently.
A financial professional near you can walk through the six steps and look at your individual circumstances. No cost, no obligation — just an honest look at where you are.
No cost · No obligation · A conversation, not a commitment