A Meaningful Career
Strategic Partners
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Strategic Partners The bench behind every conversation

We do not work alone.

Today's economy has had a devastating effect on people's financial futures, and there has never been a greater need for what we do. To meet that need at scale, we sit alongside the most trusted firms in finance, so the families we serve receive a fully credentialed bench behind every decision.

01 / Anchor Partner

Primerica is the most trusted name in life insurance.

Investor's Business Daily and MarketWatch named Primerica the #1 Most Trusted Life Insurance Company in America, and the #3 Most Trusted Financial Company overall. They are the institutional partner that anchors our family-protection work.

#1

Most Trusted Life Insurance Company in America.

#3

Most Trusted Financial Company overall.

Primerica named most trusted, Investor's Business Daily 2022
Primerica / IBD 2022 Most Trusted
02 / Ecosystem

Eight categories. One client at the center.

Every family's needs eventually touch the same handful of financial categories. We bring an institutional partner to each one, and a single mentor to coordinate them.

i. Life Insurance

Income protection for the family.

Primerica NBL AIG Lincoln Brighthouse
ii. Mortgage Loans

Home financing and refinancing.

Rocket Pro TPO
iii. Senior Healthcare

Medicare guidance and supplements.

easyMedicare
iv. Auto & Home

Property and casualty insurance.

Answer Financial Vivint
v. 401(k) Plans

Workplace retirement plans.

Equitable
vi. Annuities

Guaranteed income for retirement.

Voya CunaMutual Brighthouse
vii. Investments

Funds and managed portfolios.

Capital Group American Funds Fidelity Franklin Templeton Invesco American Century Primerica Advisors
viii. Legal & ID

Legal protection and identity defense.

LegalShield IDTheft Defense
03 / Our Market

Why the work is urgent.

People need to make more money, save more money, and build a personalized financial road map to reach their goals. The data behind why this team exists.

The math is brutal.

Without a coach and without a plan, the average household drifts. The American working family deserves better than what the financial services industry has historically delivered.

0%1

Nearly 8 in 10 workers report living paycheck to paycheck.

0%2

Almost 60% of Americans have less than $1,000 in savings.

0%3

Forty percent of workers have less than $25,000 saved for retirement.

$04

Average U.S. household credit card balance.

0%5

Over a third of Americans worry a $100 purchase will max out their card.

0%6

More than half of Americans get anxious thinking about personal finances.

04 / Step In

Behind one mentor, an entire industry.

Schedule an introduction Read how money works →
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