Strategy to Drive Stockholder Value slide image

Strategy to Drive Stockholder Value

7 Simple Products for Long-Term Financial Needs Younger families need more income protection: they have young children, higher debt and lower savings As they 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 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 ■ Term Life 2014 Statistics 54% of issued policies were 30 & 35-year Term Life Policies Average issue age of life insurance clients was 38 years old $245,000 was the average face amount of a life policy issued Investment & Savings Products 2014 Statistics ■ 72% of average client asset values (60% in U.S. and 12% in Canada) were in qualified retirement plans $5,000 average initial mutual fund investment ■ $89,000 average initial investment in variable annuity PRIMERICA
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