Primerica Financial Services

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Introduction: My company stand's out by doing what's right 100% of the time! Primerica is a Main Street Company for Main Street North Americans. We help families earn more income and become properly protected, debt free and financially independent. Since we are the Largest Financial Services Marketing Organization in North America, other companies ask us to vendor their programs. We bring to North America all the large financial companies under one roof and make recommendations based on a family's needs and not our companies needs. What I love most about what I do is visiting with a family that's almost given up; that's almost thrown in the towel; that's almost given up on life; and I get to give them a vision of hope for their future! I accomplish that by offering a complementary financial needs analysis and cover debt elimination, insurance protection, and savings for the future. Not much is more rewarding than to see a family make changes to become financially independent!

Overview

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27 employees

12 years in business

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William Moon

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Everything we do is customized to every client. We do not make offers that are based off our needs, it's off what a family needs and can afford.
What is your typical process for working with a new customer?
The first time I meet with a potential client it's always no obligation and very educational. Sometimes I'm not always a good fit for a client and sometimes certain clients are not good for me.
What education and/or training do you have that relates to your work?
I have all the proper education & licenses required by law that are issued by the Department of Insurance and FINRA (regulates the investment industry). I have real life experience in helping families of all situations become successful in financial management.