Investor Presentaiton
Simple Products for Long-Term Financial Needs
Term Life
Term Life Insurance Products
underwritten by Primerica, Inc. companies
TermNow
(10, 15, 20, 25, 30, 35 years)
CustomAdvantage
(10, 15, 20, 25, 30, 35 years)
Investment & Savings Products
Investment & Savings Products
through third-party providers
Mutual Funds
Managed Accounts
Annuities
401(k) Plans
Senior Health
Mortgage
Mortgage Products
through third-party provider
Refinance
Purchase
Jumbo
Senior Health Insurance Products
through third-party carriers
Medicare Advantage
Medicare Supplement
FHA
VA
Younger families need more income protection: they have young children, higher debt and lower savings
As clients age, they need less insurance because their liabilities lessen and their investments grow
Primerica teaches basic investment principles like diversification and systematic
investing through dollar cost averaging over time
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