Primerica Shareholder Services
 


Important Disclosures

Primerica
Primerica is the trade name of Primerica Financial Services, Inc. (United States) and of Primerica Financial Services Ltd. (Canada) and PFSL Investments Canada Ltd.


Insurance, Securities & Other Financial Company Representation
Appropriately licensed Primerica Representatives are agents of certain affiliated Primerica Companies.

  • In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: New York, New York.
  • In the United States (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia.
  • In Canada, term life insurance products and segregated funds are underwritten by Primerica Life Insurance Company of Canada, Head Office: Mississauga, Ontario.
  • In the United States, securities are offered by PFS Investments Inc., 3120 Breckinridge Blvd., Duluth, Georgia 30099-0001.
  • In Canada, representatives may be sponsored for mutual funds by PFSL Investments Canada Ltd., Head Office: Mississauga, Ontario.
  • In the United States, loan products are originated through Primerica Financial Services Home Mortgages, Inc., EQUAL HOUSING OPPORTUNITY.
  • In Canada, representatives do not offer mortgage broker services, but may refer clients to CitiFinancial Canada, Inc. for debt consolidation loans.

The products and services offered by the companies noted above may not be available in your jurisdiction, state or province. The products and services your Primerica representative may be able to offer also may be limited. Please consult your local Primerica office or your Primerica representative for a listing of products and services available.

Subsidiary of Citigroup
Primerica and its affiliates are subsidiaries of Citigroup Inc. Each subsidiary of Citigroup, and not Citigroup itself, is responsible for its obligations to its customers. Insurance and securities offered through Primerica Companies are not deposits. There is no bank guarantee. They are not FDIC insured. Securities may lose value.

Continuity of Business
PFS Investments Inc. (“PFSI”) has developed a Continuity of Business Plan that addresses the possibility of a future emergency or significant business disruption.  If such an event were to affect PFSI’s Duluth, Georgia headquarters, customers could continue to access their funds by contacting the following companies depending upon the type of investments the customer owns.

  • For customers with Smith Barney, Van Kampen, AIM, and Pioneer mutual fund investments
    Primerica Shareholder Services via telephone at (800) 544-5445; via the internet at http://portfolio.primerica.com or www.primerica.com; via regular mail to P.O. Box 9662, Providence, RI 02940-9662; via express mail to 100 Freight St., Commerce Park, Pawtucket, RI 02860-2348; or through their local representative. 
  • For customers with mutual fund investments in mutual fund companies other than Smith Barney, Van Kampen, AIM, and Pioneer
    Customers could continue to access their funds by communicating directly with the mutual fund company using the contact information found in transaction confirmations and customer statements, or through their local PFSI representative.
  • For customers with Travelers variable annuity products
    Travelers Life & Annuity Co. via telephone at (800) 789-3662; via the internet at www.travelerslife.com; via mail at One Cityplace, Hartford, CT 06103-3415; or through their local representative.
  • For customers with Scholars Choice 529 Plans
    Scholars Choice via telephone at 888-572-4652; via the internet at www.scholars-choice.com; via mail at P.O. Box 8566, Boston, MA 02266; or through their local representative.


Financial Needs Analysis
The Financial Needs Analysis (FNA) is designed to assist you in identifying your financial needs and goals so that you can make better informed decisions in managing your money. An FNA is developed based on information you provide, as summarized on data input pages, and on certain generally accepted assumptions and reasonable estimates. It is provided to you as a complimentary, no-obligation service by Primerica Financial Services. The Financial Needs Analysis is not a financial plan. The FNA should be construed as a guide for you to use in deciding how best to attain your financial goals. Representatives are compensated through commissions or referral fees on the sale of financial products offered by the financial product companies they represent. Representatives are not financial planners, investment advisors, financial consultants or other specialists who provide financial advice and whose compensation may be unrelated to sales.

Personal Income
The earnings listed accurately demonstrate the range of earnings achieved by top earners in our sales force of more than 100,000 representatives. Most RVP/Representatives do not achieve these levels, so you should not consider these results any guarantee that you will achieve any specific earnings level. Your earnings are dependent on your own efforts and abilities. Actual earnings also depend upon the organization size that you build, the number of sales and override commissions you earn and the efforts of your downlines. The earnings shown represent gross income only.


Press Room

The Primerica Press Room includes unedited articles about Primerica written by third party news organizations. These organizations are not affiliated with Primerica or any Primerica Companies. The articles are included for information purposes only.

Other Primerica Resources
To learn more about Primerica and other related resources, visit these sites:

CitiSolutions Primerica's subsidiary provides solutions for families in the UK
Citisoluciones Primerica's subsidiary provides financial solutions in Spain
Primerica Business Opportunity Primerica offers a great opportunity for the Hispanic market
Primerica Financial Needs Analysis The first step in your financial game plan with Primerica
Primerica Total Financial Solutions Primerica offers total financial solutions
Women in Primerica A program dedicated to helping women succeed with Primerica
PFS Investments Inc. Primerica's securities affiliate offers more than 1,600 individual mutual funds

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