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.
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