Primerica Financial Services

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Interest: 779

(209) 656-0242
1534 Arlington Court
Turlock, California 95382

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We help Main Street Families Invest for the Future

Primerica has been helping Main Street families invest for the future since 1977. While many financial professionals simply aren't interested in working with the middle class,1  Primerica is committed to helping Main Street families save and invest for their short-term and long-term goals.

Mutual Funds2, 3

A mutual fund is an opportunity for you, together with many other investors, to pool your money. Professional money managers invest the “pool” according to the investment objective adopted by the fund.

With as little as $50 each month, you can start an investment program with PFS Investments Inc., Primerica's investment arm.4 Take a look at our strategic partners:

  • AB (formerly AllianceBernstein)
  • American Century Investments
  • American Funds
  • Invesco
  • Fidelity Advisor Funds
  • Franklin Templeton Investments
  • Legg Mason
  • MFS
  • OppenheimerFunds
  • Pioneer Investments
  • Putnam Investments

Managed Accounts5

A managed account is an investment program that offers an actively managed portfolio comprised of securities selected by investment professionals. Primerica has partnered with Lockwood Advisors, Inc. as money manager and co-sponsor to offer a managed account program called the Primerica Advisors Freedom Portfolios. For more details regarding the Primerica Freedom Portfolios Program ask your representative for a copy of the Primerica Advisors Wrap Fee Brochure and Lockwood Advisors Wrap Fee Brochure. The Primerica Freedom Portfolios are designed using mutual funds from the following fund families.

  • Legg Mason
  • Invesco
  • Pioneer Investments
  • BlackRock
  • JP Morgan Asset Management
  • American Century Investments
  • Natixis
  • Franklin Templeton

Annuities1, 2, 3, 6

A variable annuity is a tax-deferred retirement vehicle that allows you to choose from a selection of investments, and then pays you a level of income in retirement that is determined by the performance of the investments you choose. Our variable annuities are offered by MetLife Investors, Lincoln Financial Group, AXA, and AIG.

A fixed annuity is an insurance contract in which the insurance company makes fixed dollar payments to you for the term of the contract, usually for as long as you live. The insurance company guarantees both earnings and principal.

Business Retirement Plans

At Primerica, we offer affordable benefits for small business owners. Successful business owners show their employees that they care and that they’re valued. We work with business owners to help make their small business a huge success. Primerica representatives offer:

Qualified Business Retirement Programs
401(k) Plans

  • Voya Financial (formerly ING)
  • AXA
  • American Funds
  • Fidelity Advisors
  • CUNA

Small Business Solutions

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

Individual 401(k) Plans

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

Primerica offers supplemental retirement plans to the public sector and 501(c)(3) nonprofit organizations. These retirement plans provide a tax-deferred way to help employees build retirement assets in addition to any pension plan currently offered by an organization.

Retirement Plan Solutions for Governmental and Nonprofit Organizations

  • 403(b) Plans
  • 457 (b) Plans

Visit our website!

Or call (209)656-0242 for more information.

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Primerica Financial Services
1534 Arlington Court
Turlock California 95382
(209) 656-0242
Primerica is a Main Street Company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent.