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Primerica Financial Services Article

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What Are Primerica Financial Services?

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Primerica financial services are provided by Primerica Financial Company to help individuals make decisions about investments, insurance and money matters throughout their life. One of the main features that Primerica financial services offers to its clients and customers is an easy to access, online Financial Needs Analysis worksheet. The FNA (financial needs assessment) allows people to plug in their existing income, monthly expenses and bills, and determine how much money they have to invest after all their needs are met. It also allows you to predict how this amount will change in the future and how investments can help to increase your earnings through interest and dividends.

Primerica financial services include much more than just assisting people to determine their financial standing and were they need to invest. They also offer term life insurance through Primerica Life Insurance Company. This adds the added benefit of being able to manage your life insurance as well as investment needs online through one convenient website. Primerica financial services works with Citicorp and Citibank to offer several different debt consolidation services that will enable people that have found themselves in a financial problem to work with creditor to pay off their debts, often at a reduced rate than the original debt. This service through Primerica financial services is ideal for those individuals and families that want to avoid having to deal with issues around bankruptcy or possible foreclosures or repossessions.

Primerica financial services offers the ability to invest in over thirteen different mutual fund investment companies including Fidelity Investments, Oppenheimer Funds, AIM Investments and Primerica Concert Allocation Series to name just a few. The simplicity of using the secure online site to review, change and modify the funds makes them ideal for those that are experienced in investing or those that are new to the investment process. Well trained and knowledgeable staff at Primerica financial services are there to provide solid, professional advice in helping new and existing clients determine which investments are best based on financial needs and future goals.

In addition to investments, debt consolidation and financial planning,
Primerica financial services also offer life insurance, long term care insurance, pre paid legal insurance and protection, mortgages, variable annuities and car and home owners insurance programs and policies. The goal of Primerica financial services is to provide a full, one stop investment and financial management site and company for consumers. Emphasis is placed on customer involvement in decision making as well as evaluation and assessment of future goals and requirements that are unique to each investor.





 

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