GET TO KNOW US
1977 DULUTH,
GA
US &
CANADA
NYSE:
PRI
NEARLY
146K
Founded
OUR PRODUCTS STRATEGIC PARTNERS
Headquarters
Offices in the
S&P Midcap 400
Fortune 1000 &
Russell 1000
licensed
representatives across
the U.S. & Canada as of
June 30, 2024
OVER
3,400
employees as of
December 31, 2023
#2
ISSUER
of term life
insurance in U.S.
& Canada in 2023
WHO WE ARE WHAT WE BELIEVE
Primerica proudly serves as a leading provider of financial products
and services to middle-income households in the U.S. and Canada.
Our independent licensed representatives educate Primerica clients
about how to better prepare for a more secure financial future.
We believe it is important to provide families financial education
in straightforward language on important financial principles
so they can reduce debt, invest for the future and plan for the
unexpected. Our company was built on the philosophy of
“buy term and invest the difference.” This approach encourages
families to purchase affordable term life insurance so they can
get the highest amount of coverage for the lowest cost, freeing
up money to invest in their family’s future.
Primerica markets financial products and services from
some of the world's more recognizable companies.
Primerica’s strategic partners comprise some of the most
prominent companies in the financial services industry.
Refer to the IMPORTANT ENDNOTES for additional details.
TERM LIFE
Primerica offers cost-
effective term life insurance
to help you protect your
family in the years when
they need it most.
INVESTMENTS
Primerica pioneered the
“Buy Term and Invest the
Difference” approach,
which combines term life
insurance with a sound
strategy of investments.
MORTGAGES
Primerica Mortgage, LLC
helps families realize their
dream of home ownership
and develop personalized
strategies to pay down
debt using home equity
and debt consolidation.
In Canada, clients are
referred to strategic
partners for their mortgage
and debt consolidation
needs under our Mortgage
Loans Referral Program.
AUTO & HOME
You can take the hassle out
of protecting your home and
automobiles with Primerica
Secure™ and Answer Financial
®
,
Inc. (U.S.) and Surex (Canada).
HEALTH BENEFITS
(CANADA)
EDGE offers income
protection products to
provide financial support if a
client’s income is disrupted
by accident, sickness or,
permanent disability.
PRE-PAID LEGAL
The Primerica Legal
Protection Program (PLPP)
and Pre-Paid Legal Services
(PPLS in Canada) can help to
protect you against potentially
devastating legal problems.
HOW
WE
SERVE
1
(As of 12.31.2023)
5.7
million+
2.9
million+
$1.8
billion
$119
billion
$9.2
billion
$97
billion
LIVES COVERED BY
TERM LIFE INSURANCE
CLIENT INVESTMENT
ACCOUNTS
LIFE INSURANCE
BENEFITS PAID IN 2023
OF TERM LIFE FACE
AMOUNT ISSUED
OF INVESTMENT &
SAVINGS PRODUCTS SOLD
CLIENT ASSETS UNDER
MANAGEMENT
In 2022, Primerica was
named #1 Most Trusted Life
Insurance Company and
#3 Most Trusted Financial
Company by Investors
Business Daily.
2
Forbes Magazine recognized
Primerica as one of
America’s Best Insurance
Companies in 2022.
3
AM Best has rated
Primerica’s financial
strength as A+ (Superior).
4
Primerica was
recognized as a Top
Workplace for the fourth
consecutive year.
Accredited since 1980,
Primerica, Inc. holds an
A+ rating with the Better
Business Bureau (BBB).
5
INDUSTRY AWARDS AND RECOGNITION
SERVING ALL MARKETS
Primerica has nearly 146,000 life-licensed
representatives that reflect the communities
they serve.
IMPORTANT ENDNOTES: Life Insurance: Primerica representatives market term life insurance underwritten by National Benefit Life Insurance Company (Home Office: Long Island City, NY) in New York and Primerica Life Insurance Company
(Executive Offices: Duluth, GA) in all other U.S. jurisdictions; In Canada, life insurance and segregated funds are offered through Primerica Life Insurance Company of Canada, Head Office: 6985 Financial Drive, Suite 400, Mississauga, ON L5N 0G3
| Phone: 905-812-2900. Investments: In the U.S., securities are offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001. Primerica and PFSI are affiliated companies. In Canada, mutual funds are offered by PFSL
Investments Canada Ltd., mutual fund dealer, Head Office: Mississauga, Ontario. U.S. Mortgage & Home Equity Loans: Primerica Mortgage, LLC, NMLS ID # 1723477 (https://nmlsconsumeraccess.org). EQUAL HOUSING OPPORTUNITY. Primerica
Mortgage, LLC is a state licensed Mortgage Broker (1 Primerica Parkway, Duluth, GA 30099-0001, 1-855-357-1054). Mortgage products are offered through Rocket Mortgage, LLC, NMLS ID # 3030. Home Equity Mortgage Loans are offered through
Spring EQ, LLC, NMLS ID # 1464945. For additional disclosures and a list of states where residential mortgage loans are offered please visit https:// bit.ly/PriMortgage. Mortgage Loans (Canada): Primerica does not deal in mortgages or debt
consolidation lending. Primerica representatives make simple referrals to 8Twelve Mortgage Corp. and Rocket Mortgage Canada ULC for mortgages and debt consolidation loans secured by residential real estate. Home Solutions: In the United
States, representatives may make referrals under the program name Primerica Secure™ to Answer Financial Inc., which offers insurance products and services through its licensed affiliates. Neither Primerica, its representatives nor the Primerica
Secure™ program represent any of the insurers in the program. In Canada, Auto & Home Insurance is offered through a referral arrangement with SurexDirect.com Ltd., SurexDirect.com (Ontario) Ltd., Primerica Life Insurance Company of Canada
and PFSL Investments Canada Ltd. Primerica Inc. does not directly offer auto and home insurance. In the U.S., home automation services (including home security) are offered through a referral arrangement between Primerica Client Services,
Inc. (PCS) and Vivint, Inc. Legal and Identity Protection: In the U.S., IDTheftDefense
®
, an identity theft protection and restoration program and Primerica Legal Protection Program, a legal protection service, are offered through Pre-Paid Legal
Services, Inc. (PPLSI) by agreement between PCS and PPLSI. PPLSI provides its members access to a network of provider law firms. In Canada, Pre-Paid Legal Services and IDTheftDefense
SM
are each offered by agreement between PCS, PFSL
Investments Canada Ltd., and PPL Legal Care of Canada Corporation, a subsidiary of PPLSI. Health Benefits: Primerica’s independent sales representatives promote and market insurance products that are administered by The Edge Benefits Inc.
and that are underwritten by various Canadian insurers unaffiliated with Primerica..
Not all products and services are available in all states, territories, or the District of Columbia or all Canadian provinces and territories. A representative’s ability to offer products from the companies listed is subject to state and federal, or in
Canada, provincial or territorial, licensing and certification requirements.
1. Numbers reflect the combined totals or daily average, as indicated above, as of, or for the year ended, December 31, 2023, for the Life Insurance companies (see Life Insurance, above), the investments companies (see Investments,
above), and, with respect to segregated funds, Primerica Life Insurance Company of Canada, Head Office: Suite 400, 985 Financial Drive, Mississauga, ON, L5N 0G3, Phone: 1-800-387-7876. Each company is responsible for its own financial
obligations. 2. Survey results are presented solely with respect to Primerica’s U.S. term life insurance business. Term life insurance underwritten by the Life Insurance companies (see above). From Investor’s Business Daily, “#1 Most
Trusted Life Insurance Company and #3 Most Trusted Financial Company in 2022,” as of September 29, 2023. 3. Forbes.com, “Forbes 2022 America’s Best Insurance Companies,” October 25, 2023. 4. The following Primerica life insurance
companies have been rated A+ (Superior) by AM Best, as of November 15, 2023: Primerica Life Insurance Company, Primerica Life Insurance Company of Canada, and National Benefit Life Insurance Company. AM Best ratings range in
order from the highest ratings as follows: A++, A+, A, A-, B++, B+, B, B-, C++, C+, C, C-, D, E, F. For the latest Best’s Credit Rating, access www.ambest.com. 5. Primerica, Inc. is an accredited member of the Better Business Bureau. BBB
Accreditation Standards represent standards for business accreditation by BBBs in North America. These standards are based on BBB’s determination of the attributes of a better business. For a business to qualify for BBB Accreditation,
it must continually meet these standards. BBB charges a fee for BBB Accreditation. To be accredited by BBB, a business or organization affirms that it meets and will abide by the following standards listed here (https://www.bbb.org/
bbb-accreditation-standards), as of February 2023.
Primerica is the trademark of Primerica, Inc. All other trademarks and service marks are the property of their respective owners. All rights reserved.
© 2024 Primerica / 8.24 / A9527 / 63249 / 3762515
WOMEN
59%
AFRICAN
AMERICAN
26%
HISPANIC
19%
ASIAN AMERICAN
PACIFIC ISLANDER
5%
CAUCASIAN/
OTHER
50%