Exiting World Financial Group as an independent agent or client is a straightforward administrative process that involves reviewing your contract or policy terms and submitting written notice. Independent agents wishing to leave can submit a formal resignation letter to compliance or terminate their active agent agreements, noting that while they forfeit future team overrides, they retain ownership of personal client relationships according to company policy. Clients wishing to cancel insurance policies or financial accounts can contact customer service to process cancellations, surrender values, or carrier transfers without financial penalties if done during statutory free-look windows.