World Financial Group: Jim Trebes

Specialties

As an independent life insurance agent, I take pride in offering personalized life insurance, long-​term care, and retirement planning help for individuals in Houston, Texas.

My no-​pressure, consulting approach allows me to understand your needs and help educate you on the most beneficial services to reach your financial independence. I help to make my clients’ money work hard for them, reduce tax liability and assist in preparing clients financially for retirement.

To discuss the future of your finances and insurance contact me today.

History

Established in 2011.

World Financial Group is over 30 years old. I became an Independent Associate in 2011. In 2012 our securities group merged with Transamerica Financial Group. We represent over one hundred different insurance and securities offerings. Our focus is simple. Help our client’s money to work hard for them, help reduce taxes and help determine their financial independence number. We do this through education, consulting and providing the right product (s) for the right financial goal.

Meet the Business Owner

Jim T.

Business Owner

After spending 30 years with IBM and 17 years in the commercial audio/​visual arena, I decided it was time to retire and have some real fun by going into the insurance business.

I believe that the right insurance is the cornerstone to any sound financial plan. As an independent associate with The World Financial Group, not only can I provide the right insurance but if desired — a complete strategy to obtain your financial goals can be designed.