Primerica
Professional Services
Why pick this one
Primerica offers a complimentary Financial Needs Analysis, helping families understand their financial situation in about 30 minutes.
Best for
- middle-income families seeking financial education
- individuals needing debt management solutions
- clients looking for term life insurance
Look elsewhere if
- clients needing extensive wealth management services
- high-income individuals seeking luxury investment options
Specialties
- term life insurance
- financial needs analysis
- debt solutions
- investing strategies
- identity theft protection
Certifications
- licensed Representatives in North America
What makes them different
- pioneered the 'Buy Term and Invest the Difference' philosophy
- over 151,000 licensed Representatives
- provides a complimentary Financial Needs Analysis
- second largest issuer of term life insurance in North America
- serves middle-income families predominantly
- Response time
- about 30 minutes
- Years in business
- 49
Distilled from this business's own website.
Contact & Location
- Address
- 5501 Executive Center Dr Ste 202, Charlotte, NC 28212
- Phone
- (704) 531-8233
- Website
- http://www.primerica.com
- plic@primerica.com
Services
- financial education
- investment products
- life insurance
- debt management
- mortgage services