WealthSmyth: Pioneering the Future of AI-driven Tools for World Financial Group agents

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October 19, 2023 06:00 PM Pacific Standard Time

COLORADO SPRINGS – Today SalesSmyth is excited to announce the WealthSmyth Early Access Program, an invitation-only, paid preview that will roll out to an initial wave of 50 World Financial Group (WFG) base shops and over 1,000 agents.

Addressing the pressing needs for simplified team collaboration, improved underwriting management, and a software platform ready for the era of generative AI, WealthSmyth is the first in a series of Mastermind offerings from SalesSmyth, set to release by the end of 2023.  Built on Microsoft 365 and the Microsoft Cloud, WealthSmyth is built for remote collaboration and shared data at the massive scale necessary to help WFG agents serve millions of families while reducing agent costs and magnifying productivity.

Since March, we’ve been building and testing WealthSmyth, learning alongside WFG base shop leaders and their agents.  Their overwhelming feedback is that WealthSmyth has the potential to revolutionize the work of independent agents.  They point to how it is a game-changer for team collaboration and agent productivity, from prospecting to onboarding and underwriting.

And they’ve also identified areas where we can do more to help families by leveraging AI to personalize every family’s journey and scale high quality agent service levels.  As we bring WealthSmyth to more WFG base shops, we’ll continue to rely on this kind of feedback to shape the future of this agent-first tool. 

“In our mission to help families, we juggle countless tools and scattered data, especially for underwriting applications. WealthSmyth not only respects our independence but consolidates our teams and data, helping us stay focused on what matters – helping families.”

– WealthSmyth Early Adopter, WFG Senior Marketing Director

“WFG has an incredible business platform and agent community.  Our goal with WealthSmyth is to leverage data and technology as an enabler of that advantage.”

– Sam Henry, CEO SalesSmyth

About World Financial Group:

World Financial Group’s 70,000 independent life insurance agents are dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement, and wealth-building strategies.

In the United States, life insurance and fixed products are offered by independent agents of World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., in California dba World Financial Insurance Agency, LLC, and/or WFG Insurance Agency of Puerto Rico, Inc. The WFG companies are wholly-owned indirect subsidiaries of Transamerica Corporation.

Residents of California who wish to be independent agents with World Financial Group Insurance Agency, LLC must already have a life license. Individuals who reside in California may become sales representatives with WFG Direct, a direct sales marketing platform offered through World Financial Group, Inc.

Those U.S. agents who are properly licensed may offer securities and investment advisory services through the affiliate broker/dealer, Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC and federally Registered Investment Advisor.

To learn more, visit www.WorldFinancialGroup.com.

About SalesSmyth:

SalesSmyth partners with bold business leaders to accelerate growth through revenue programs that leverage the power of data and AI to create predictable revenue and hyper growth.  For more information about SalesSmyth, visit www.salessmyth.com.

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