One Park Plaza, Suite 600
Irvine, CA 92614
Financial Independence For Everyone
Office Phone: (949) 438-0484
Cell Phone: (408) 375-5030
Email: dan.whitson.wfg@gmail.com
Tailored approach to retirement & wealth goals, wherever you are in life
Making financial independence possible for all backgrounds & communities
Step-by-step support for entrepreneurial-minded individuals
Decades of industry expertise guiding your financial journey
WHO WE ARE
I’m Dan Whitson, a dedicated World Financial Group financial professional licensed in the United States, the Virgin Islands, Puerto Rico, and Canada. My mission is to empower individuals and families no matter their background to build lasting financial resilience through life-insurance strategies and entrepreneurial opportunity.
Founder & CEO
The most important part of preparing for the future is protecting it. As a WFGIA insurance agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for yourself and your loved ones.
Read moreThe key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA Insurance Agent, I can provide a variety of options to help you prepare for your leisure years without sacrificing your quality of life.
Read moreSmall business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. I can help structure strategies so that if something happens, owners and employees are protected.
Read moreLong-term care planning is often overlooked but can be a key component of a solid financial foundation as people live longer. Plan now to help ensure expenses are covered if and when extended care is needed.
Read moreA comprehensive life insurance policy is key to protecting those you care about most. Whether you want simple coverage or a policy with retirement-income benefits, I can walk you through the main types and help you decide which is right for you.
Read moreDon’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to injury or illness.
Read moreA guide to help you understand the features and benefits of Indexed Universal Life (IUL) insurance, including interest-rate caps, guaranteed minimum interest rates, fee structures, and tax advantages and the complexities of this type of insurance.
Explore our frequently asked questions and our answers to them
Testimonial & Partner
from Hanoi
Dan helped me secure my family’s future with an affordable life-insurance plan.
from Paris
Thanks to Dan’s guidance, I launched my WFG business and hit my first $5,000 month within six months.
from Beijing
I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now.
