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Investor Presentaiton

9 Investing Trends Provide Opportunity 48% of middle-income Americans will not be ready for retirement based on their investment and savings habits Source: February 2021 National Association of Plan Advisors Primerica's 26,000 mutual fund licensed representatives are uniquely positioned to serve middle-income families Clients can systematically invest for as little as $25/month ☐ Lifetime Investment Platform managed accounts and annuity offerings cater to the investment needs of more affluent clients Are You Saving Enough For Retirement? At this household income: $50,000 $80,000 $100,000 $150,000 $200,000 $250,000 At this age: You'd need this multiple of your income: 35 1.3 2.0 1.9 2.4 2.7 2.2 2.9 3.4 3.8 3.2 4.0 4.7 5.2 40 1.9 2.6 45 2.5 3.5 50 3.3 4.5 55 4.3 5.7 5.9 60 5.5 7.2 65 7.0 9.1 ཏྱ བ ཕ རི ཥཾ & R 7.7 Source: J.P. Morgan Asset Management 5.4 6.2 6.8 7.1 8.1 8.7 9.1 10.3 11.1 10.1 11.8 13.3 14.3 Focused on Helping Middle-Income Clients with Investments Seeking The Financial Success: Basics Model Portfolios Helps you create an investment program tailored to your investing style and goals. COMMON SENSE FUNDS An estment Prm For Every Phase of Life est The Difference The Five basic models to meet the needs of most investors. PRIMERICA
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