Financial Service

Premier Financial Tax & Accounting Services are affiliated with Primerica as an Independent Business Associate (IBA). We have been license to sell life insurance in California and other states where permitted.
Below is a list of products Primerica offer.

Primerica markets financial products and services from some of the world’s more recognizable companies.

Term Life Insurance

  • Primerica Life Insurance Company
  • Primerica Life Insurance Company of Canada
  • National Benefit Life Insurance Company

Pre-Paid Legal Services

Primerica Legal Protection Program

Theft Protection

  • IDTheftDefense℠

Auto & Homeowner’s Insurance Referral Program

Primerica Secure™ by Answer Financial®

Smart Home and Security

Home Automation through Vivint Smart Home

Mutual Fund Investments

  • AB
  • American Century Investments
  • American Funds
  • Invesco
  • Fidelity Advisors Funds
  • Franklin Templeton Investments
  • Legg Mason
  • MFS
  • Oppenheimer Funds
  • Amund Pioneer
  • Putnam Investments

Individual 401(k) Programs

  • Invesco Solo 401(k)
  • Pioneer Uni-K
  • Oppenheimer Single K
  • American Century Single-Participant 401(k)

IRAs

  • Traditional IRAs
  • Roth IRAs

Annuities

Brighthouse Financial

  • Fixed Annuity
  • Variable Annuity

Lincoln Financial Group

  • Fixed Index Annuity
  • Variable Annuity
  • Equitable (formerly AXA)
  • Variable Annuity

AIG

  • Fixed Index Annuity
  • Variable Annuity

Managed Investments

Lifetime Investment Platform

Small Business Solutions

  • Simple IRA
  • SEP IRA
  • Profit-Sharing Plan
  • Money Purchase Plan
  • IRA/Payroll Deduction Plan

Qualified Business Retirement Programs

  • 401(k) Programs
  • Voya
  • Equitable (formerly AXA)
  • American Funds
  • Fidelity Advisors
  • CUNA Mutual

457 & 403(b) Programs

  • Equitable (formerly AXA)
  • Various mutual fund investment offerings

Education Savings Plans Available through our Mutual Fund Partners

  • Coverdell Education Savings Account

College Savings Plans Available through our Mutual Fund Partners

  • Legg Mason Scholars Choice – Colorado
  • Franklin Templeton 529 College Savings Plan – New Jersey
  • American Funds College America 529 Savings Plan – Virginia
  • Fidelity Advisors 529 Plan – New Hampshire
  • Oppenheimer Scholars Edge – New Mexico

Underwritten by National Benefit Life Insurance Company

(Home Office: Long Island City, NY), in New York.

Primerica Life Insurance Company (Executive Offices: Duluth, GA) in all other US jurisdictions;

Primerica Life Insurance Company of Canada (Head Office: Mississauga, ON) in Canada.

Primerica Legal Protection Program legal protection services are offered by Pre-Paid Legal Services, Inc. dba LegalShield or applicable subsidiary.

Primerica representatives are not Attorneys, Financial or Estate planners, or Tax Advisors. Services and benefit availability may vary by state.

In the United States, ID Theft Defense is offered by contractual agreement between Primerica Client Services, Inc. and Prepaid Legal Services, Inc. d/b/a Legal Shield (“Legal Shield”).

ID Theft Defense is a product of LegalShield and provides access to identity theft protection and restoration services through an exclusive relationship with Kroll.

Neither LegalShield nor its officers, employees, or sales associates directly or indirectly provide identity theft protection, restoration services, or advice.

Primerica Secure is a personal lines insurance referral program in which representatives may refer individuals to Answer Financial Inc., which offers insurance products and services through its licensed affiliates, including Insurance Answer Center, LLC.

Not all insurance products and services are available in all states.

Primerica, its representatives, and the Secure Program™ do not represent any of the insurers in the program. Not available in Canada, Puerto Rico or Guam.

Home automation services (including home security) are offered through a referral arrangement by contractual agreement between Primerica Client Services, Inc.

Primerica Client Services Inc., PFSL Investments Canada Ltd., Vivint, Inc. and Vivint Canada, Inc.

Securities offered by PFS Investments Inc. Home Office: 1 Primerica Parkway Duluth, GA 30099.

PFS Investments Inc. (PFSI) is an SEC Registered Investment Adviser DBA Primerica Advisors. PFSI is a member of FINRA and SIPC. SEC registration neither implies nor asserts the SEC or any state securities authority has approved or endorsed PFSI or the contents of this disclosure. In addition, SEC registration does not carry any official imprimatur or indication PFSI has attained a level of skill or ability.