While other financial services companies typically focus on the wealthy, Primerica serves Main Street families in neighborhoods all across North America.
We take an educational approach and offer financial tools to help our clients reach their goals. The complimentary Financial Needs Analysis asks all the right questions to identify exactly where a family is on the path to their goals, and then suggests Primerica solutions that both fit their needs and budget, and help them stay on track for those dreams.
Nick and Tiffany Bardee, of Dallas, TX, thought they were money savvy. As newlyweds, the draftsman and nurse reached out to a friend – and Primerica rep – to make sure they were appropriately covered.
"Our rep educated us about life insurance," says Tiffany. "He also discussed with us paying off our student loan debt, working toward our retirement goals through continuing the savings programs we were already contributing to, and referring us to a company that offered the legal protection we needed. We love that our Primerica rep simply gave us the facts about our finances, offered solutions and let us make the decisions."