Focused on the Client’s Lifecycle Needs: The Primerica Advisors Lifetime Investment Program is designed to enable advisors to assist clients in achieving goals throughout the client’s investing lifecycle. Advisors can assist clients through the accumulation, preservation, and income distribution phases of their lives.
Access to Professional Asset Managers: The program provides access to professional asset managers who have established track records in asset allocation and security selection using exchange-traded funds, mutual funds, and individual stocks and bonds. Each asset manager is selected based upon their people, philosophy, process, and performance.