By helping families learn how money works, we show them how they can achieve a better financial future — no matter what their economic background is — because at Primerica, no client is too big or too small. We offer products and programs for every need, goal, and phase of life.
At Primerica, we believe that an informed investor has a much greater chance of success, and we are committed to your success. PFSI and our representatives are registered with the Financial Industry Regulatory Authority (“FINRA”) and must observe high standards of commercial honor and just and equitable principles of trade.
Primerica and our representatives offer and recommend the mutual funds, and the variable and fixed index annuities of those product sponsors with whom we have entered into selling and distribution agreements. We do not offer every mutual fund or variable and fixed annuity available in the marketplace. You may be able to obtain the same or similar investment products and services from another financial institution at a lower cost.
Investments PFS Investments Inc. markets top quality investment products and services from some of the world’s most recognizable companies. We help people achieve financial freedom by investing in:
• Mutual Funds
We use tax-deferred accounts:
• IRAs – Traditional and Roth
• 403(b) and 403(b)(7) plans
• College savings plans
And we have retirement plans for businesses:
• 401(k), 403(b) and 457 plans
• SEP and SIMPLE IRA plans
• Payroll deduction plans – complimentary for employers
For complete details, see the full brochure. https://www.primericaonline.com/general/pages/53527-Important-Info-About-Your-Investments.pdf