WFG Taps Industry Veteran Benich to Lead Customer Experience and Marketing

Proven leader to drive marketing strategy in support of agents who help everyday Americans thrive

CEDAR RAPIDS, Iowa, Jan. 3, 2025 /PRNewswire/ -- Today, World Financial Group (WFG) welcomes Anissa Benich as the new head of Customer Experience (CX) and Marketing. Benich will oversee end-to-end customer experience and implement tools and education to support WFG's customers. Her first day was December 30, and she reports to WFG President Todd Buchanan.

Benich will lead the marketing team in supporting WFG independent agents across North America as they provide best-in-class financial education, services, and products. With a focus on the customer, she will develop and implement strategies that support a robust and growing field force of independent agents to help them meet the financial needs of the underserved middle market.

"Benich has a strong track record of leveraging technology and research to create and implement effective marketing strategies," said Buchanan. "Her expertise and background have shown proven results that align to customer needs and preferences, distribution targets, and importantly WFG's brand and vision."

Benich joins WFG with more than 20 years of senior management experience in building cross-functional teams and driving organizational transformation. She has a rich background in digital marketing, marketing operations, and customer relationship management across multiple channels in the financial services industry. In her most recent position, she oversaw the development of user-centric tools to create customer journeys, integrated architectural roadmaps, and customer personas to collect data points and develop highly accurate market segmentation.

"Her addition to our leadership team highlights WFG's commitment to innovation," added Buchanan. "Her focus on supporting our distribution channels will enhance our competitive position, driving results and building on the service experience for WFG agents and customers."

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ABOUT WORLD FINANCIAL GROUP INSURANCE AGENCY, LLC
World Financial Group's more than 80,000 agents across the U.S. and Canada 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. Each subsidiary of Transamerica Corporation and each affiliate of World Financial Group is responsible for its own financial condition and contractual obligations.

In Canada, World Financial Group Insurance Agency of Canada Inc. (WFGIAC), offers life insurance and segregated funds. WFG Securities Inc. (WFGS) offers mutual funds by properly licensed individuals. WFGIA, WFGIAC and WFGS are affiliated companies. The WFG companies are wholly owned indirect subsidiaries of Transamerica Corporation.

Independent agents with World Financial Group Insurance Agency, LLC must be insurance licensed. 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

SOURCE World Financial Group