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Money Matters Thought Leadership

Middle-income families have big financial dreams

Primerica’s mission is to help achieve them

You don’t need to be rich to invest in your financial future. That belief has been at the core of Primerica’s mission from day one to help middle-income families find financial security. 

Since 1977, Primerica has been a leading provider of financial services, helping middle-income families create and follow financial game plans with personalized education and guidance. The company says these families should have the same access to financial products and services as more affluent households.

“Many financial services companies have abandoned middle-income families, while Primerica has continued to serve them for over 45 years,” said Glenn J. Williams, CEO of Primerica.

Using easy-to-understand financial education concepts, Primerica helps hard working families learn the principles of personal finance and how to reduce consumer debt, and plan for the unexpected. That access to essential financial services and products has helped millions protect their families and save for the future. Families can start investing with Primerica for as little as $25 a month.

Without Primerica’s more than 130,000 licensed financial representatives (1) located across every state, Canada, and Puerto Rico, many families would not receive this much-needed assistance. Primerica representatives come from diverse backgrounds and are deeply rooted in their communities, providing the valuable connections that help them effectively serve middle-income families. They build face-to-face relationships to assess client needs, provide education, and offer access to straightforward solutions like term life insurance, as well as mutual funds, annuities and other financial products from industry-leading companies.

“I love creating relationships with my clients. I’m bringing hope and financial guidance into their lives,” said Diana Macias and Maria Luna, Primerica representatives in Miami. “Through Primerica, I have knowledge to share that can help families empower themselves to take the right steps to reach their goals.”

Representatives’ education-based approach is crucial to motivating clients to take action. 

“Many financial services companies aren’t willing to reach out to middle-income families,” said Alonso and Alejandra Moran, Primerica representatives in San Marcos, Calif. “The biggest joy and fulfillment we have is knowing that what we do for families in our neighborhoods and communities could be their only chance for someone showing them how to work toward financial security.” 

Primerica offers a suite of products, from term life insurance to retirement savings, referral programs for auto and home insurance, prepaid legal services, mortgages, and Medicare Advantage plans. The company helps families save for everything from emergencies to retirement to education and other important goals.

And Primerica was recently ranked as the No. 1 most trusted life insurance company and No. 3 most trusted financial company by Investor’s Business Daily. (2) 

“Middle-income families often do not have the information necessary to achieve financial security. I love that we get to equip the families we serve with the financial knowledge and the tools they need to succeed,” said Mika and Johnel Saunders, Primerica representatives in Chicago. “It’s a great feeling sitting down with a family and knowing I’m doing my best for them and their future.” 

For important information regarding Primerica, including details on Primerica entities and its affiliates, please visit www.primerica.com.

 

Disclosures:

(1) Primerica Representatives are independent contractors and are not employees of Primerica.

(2) Survey results are presented solely with respect to Primerica’s U.S. term life insurance business. Term life insurance underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY in New York State; Primerica Life Insurance Company, Executive Offices: Duluth, GA in all other U.S. jurisdictions; and Primerica Life Insurance Company of Canada (Head Office: 6985 Financial Drive, Suite 400, Mississauga, ON, L5N 0G3, Phone: 905-812-2900) in Canada.

 

This is sponsored content.