Primerica provides various loan, investment, and insurance, solutions to help individuals and families eliminate debt, get on track for retirement, and become financially independent. We are the only full service firm to provide these services complimentary to the client.
I have worked with Primerica for 9 years and have worked in financial services for 13 years. I am currently a Regional Leader with Primerica.
Area of Houston
Servant Leader, Give It First Networker?
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yes, going to the next one
Although we can create a financial game plan for virtually anyone, the clients that we have the greatest impact on fulfill 4 or 5 of the following criteria: 1)Ages 25-65 2)Married 3)Full-time employed 4)Homeowners, and 5) with children living at home.
Middle-class families are our target market. We have found that this is the most underserved market when it comes to financial services. While other companies either ignore this market or cannot cost-effectively serve it, Primerica focuses on providing common sense solutions to these families’ financial challenges. Most middle income families do not have access to sound financial advice as it is very expensive to hire a professional for help. At Primerica, we are positioned so that we never have to charge the client a monetary fee for providing a comprehensive game plan. Our company and it's agents are compensated on the ability to provide clients with products that help them achieve their overall financial objectives.
Urgent Needs and Compelling Desires of Target Market(s)
The urgent needs of our market lie in at least one or more of the following areas: 1) The client is overwhelmed by the amount of debt they have. 2) Their income doesn't cover the amount of expenses they have, 3)They are not sure how much they need to save for retirement and are also unsure of where they should invest their retirement savings, 4) They also don't know what type of insurance they need or how much they need.
We are able to address all of these issues.
Opportunities said Target Market(s) would love to invest in
My target market would love to invest 45 minutes of their time with me to help them get on the path to financial freedom. It is a rare occurrence when I can't help someone get on track.
Benefits of investible opportunities to Target Market(s)
A short meeting with me about how money works could have a significant impact on a clients financial situation. Even those clients that think they are doing okay could use a second opinion. Minor tweaks in their plan could have quite an impact. My colleagues and I have showed many clients how they could retire years earlier and free up money in their budget.
In the past year I have traveled to internationally to Australia and India. Over the next year, my family are planning a Caribbean cruise and trip to Thailand. I love to read....although 95% of my reading is probably self-improvement or business related.
Veteran? Which Branch?
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