Investor Presentaiton
Third-Party Providers
ROCKET
Pro TPO
VOYA
FINANCIAL
Humana.
Anthem. ♥
UnitedHealthcare®
Mutual
Omaha
CignaⓇ
SENIOR
HEALTH
CAPITAL AMERICAN
GROUP
CunaMutual Group™
FUNDS
Lincoln
Hundal Group
EQUITABLE
Brighthouse
FINANCIAL
Build for what's ahead
EQUITABLE
MORTGAGE
LOANS
401(k) PLANS
ANNUITIES
O.vivint
000-000
Answer
financial
AUTO & HOME
SOLUTIONS
PRIMERICAⓇ
LEGAL &
IDENTITY
PROTECTION
MUTUAL
FUNDS
LegalShield™
IDTheft Defense™
FRANKLIN
TEMPLETON
AIG
Invesco
CAPITAL AMERICAN
GROUP FUNDS
Fidelity
NVESTMENTS
American Century
Investments®
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Auto and Home Solutions: In the United States, insurance referrals are offered through Primerica SecureTM, an insurance referral program in which representatives may refer individuals to Answer Financial Inc., which offers insurance products and services through its licensed affiliates. Primerica, its
representatives and the Primerica Secure program do not represent any of the insurers in the program. In Canada, Auto & Home Insurance is offered through a referral arrangement by contractual agreement between SurexDirect.com Ltd., SurexDirect.com (Ontario) Ltd., Primerica Life Insurance Company
of Canada and PFSL Investments Canada Ltd. Auto & Home Insurance is not directly offered by Primerica. In the U.S. and Canada, home automation services (including home security) are offered through a referral arrangement by contractual agreement between Primerica Client Services, Inc., Primerica
Client Services Inc., PFSL Investments Canada Ltd., Vivint, Inc. and Vivint Canada, Inc. Mortgage Loans: Rocket Mortgage, LLC doing business as Rocket Pro TPO. NMLS #3030; www.NMLSConsumerAccess.org. Equal Housing Lender. Licensed in 50 states. In the United States, mortgage loans are
offered through Primerica Mortgage, LLC, a state licensed mortgage broker. NMLS #1723477; www.NMLSConsumerAccess.org. EQUAL HOUSING OPPORTUNITY. Disability Benefits: In Canada, Primerica's representatives promote and market insurance products administered by The Edge Benefits
Inc. and underwritten by various Canadian insurers unaffiliated with Primerica. Legal and Identity Protection: In the U.S., ID Theft Defense is a product of LegalShield that provides access to identity theft protection and restoration services, through contractual agreement between Primerica Client
Services, Inc. and LegalShield. In the U.S., Primerica Legal Protection Program legal protection services are offered by Prepaid Legal Services, Inc. d/b/a LegalShield ("LegalShield") or applicable subsidiary, through contractual agreement between Primerica Client Services, Inc. and LegalShield.
LegalShield provides access to legal services offered by a network of provider law firms to LegalShield members through membership-based participation. In Canada, Pre-Paid Legal Services and ID Theft Defense are each offered by contractual agreement between Primerica Client Services, Inc., PFSL
Investments Canada Ltd. and PPL Legal Care of Canada Corporation. Managed Investments: PFS Investments Inc. is an SEC Registered Investment Adviser doing business as Primerica Advisors. For additional information about managed investme
copy of the Form ADV Part 2A wrap fee program brochure for the Lifetime Investment Platform. Mutual Fund, Annuities and 401(k) Plans: In the U.S., securities are offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, Georgia 30099-0001.
Financial Services, LLC, an affiliate of PFS Investments Inc. Primerica Financial Services, LLC and PFS Investments Inc. are both subsidiaries of Primerica, Inc. In Canada, mutual funds are offered by PFSL Investments Canada Ltd., mutual fund dealer, Head Office: Mississauga, Ontario.
ntative for a
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