Katie Lee Lomeli: Primerica - Financial Services
5.0
Primerica offers financial planning, insurance, investment, mortgage, and identity theft protection services through a network of representatives.
About
Primerica is a financial services company that offers a variety of products including life insurance, investment planning, mortgage loans, and identity theft protection. The company operates through a network of representatives who provide these services to clients across the United States and Canada.
Primerica partners with third-party providers for certain services, such as Vivint for home security and LegalShield for identity theft defense. The company emphasizes equal housing opportunity and compliance with state licensing requirements for mortgage and insurance products.
Services
Financial Needs Analysis
A personalized assessment to understand a client's financial goals and recommend appropriate products.
Term Life Insurance
Provides coverage for a specified term, offering financial protection for beneficiaries.
Investments
Helps clients build and manage investment portfolios tailored to their risk tolerance and goals.
Mortgage Loans
Offers mortgage products to help clients purchase or refinance homes.
Identity Theft Protection
Provides monitoring and restoration services to protect against identity theft.
Auto & Home Insurance Referral Program
Refers clients to trusted providers for auto and home insurance coverage.
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