Peter Yi
Veteran | Strategic Account Rep | Financial Education Facilitator | Business Owner | Mentor & Guide- Presidents Club Achiever
- Role
- Financial Professional at World Financial Group (WFG)
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Peter Yi
Business of developing Entrepreneurs. Experienced Planner with a demonstrated history of working in the military industry. Skilled in Operations Management, Sales, Team Building, Public Speaking, and Leadership. Strong professional graduated from UC Santa Barbara.
Experience
Financial Professional
May 2018 — Present · San Francisco, CA, US
Financial Strategies Services:Work with you to provide a clear financial strategy to go from where you are to where you want to be by utilizing financial needs analysis, financial goal setting, and strategies to pursue your goals.Insurance Protection:Help cover you for a lifetime and help prepare you for when the unexpected happens with life insurance, disability insurance, long term care Insurance (U.S. Only), segregated funds (Canada Only), and guaranteed interest accounts (Canada Only).Retirement Strategies:Help prepare you to enjoy your golden years to the fullest with the retirement strategy of your choice, including annuities, registered retirement savings plans (Canada Only), and tax-free savings accounts (Canada Only).Business Strategies:For the small business owner, provide financial strategies for you, your employees and your business, including insurance strategies, retirement strategies, executive compensation (U.S. Only), and business continuation programs (U.S. Only).Estate Preservation:Develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes utilizing various products such as charitable strategies & trusts (U.S. Only), life insurance trusts (U.S. Only), wealth replacement trusts (U.S. Only), life insurance (Canada Only), and annuities (Canada Only).
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