Primerica

Archive for the ‘Primerica’ Category

Jan

18.19

When building a budget, use these tips to help you:

  1. Have a goal. A clear goal allows you to target problem areas that are inhibiting you and keeps you from getting overwhelmed. Do you want to eliminate debt but have so many deficits you don’t know where to start? Begin with the one with the highest interest. For most people, this means credit card debt. Go after it aggressively, and once you see light at the end of the tunnel, go on to tackle lower interest debt, such as a car loan, student loans, or a mortgage. Want to save a $10,000 emergency fund? Pay yourself first by automating a fixed amount, such as $150 per pay period, into a separate savings account. Don’t stop until you’ve reached your goal.
  2. Find your money mindset. When creating a budget, think of it as a blueprint for how to manage your money, a guide to be financially responsible and a tool to help you live below your means. You can learn a lot about yourself if you’re open and honest about your spending habits – and once you learn to control them, rather than letting your finances control you, you’re in great shape. When you see yourself as a manager and not a spender, you are well on your way to a future of financial security.
  3. Develop (and maintain) good habits. Developing and maintaining good habits when working off a budget is sound financial practice. Staying on top of your spending, doing regular checkups to ensure you’re meeting your future needs, and not increasing your spending when you get a pay raise are all good habits to have.

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Posted in Primerica |

Jan

14.19

DALBAR, Inc. recently named Primerica a 2018 recipient of the DALBAR Mutual Fund Service Award. This is the sixteenth consecutive time Primerica has won the award!

We are proud of our exemplary customer service record and our Sweet Sixteen status with DALBAR.

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Posted in Primerica |

Jan

07.19

Primerica Leaders Resolve to Make
Maximum Impact in 2019

Primerica’s top leaders rang in the New Year with a two-day Senior Leadership Meeting held January 2-3 at the Omni Hotel in Atlanta, GA.

The massive event was broadcast live on PFN so that representatives could tune in all over North America.

This year’s meeting focused on initiatives to make Maximum Impact in 2019 while celebrating the achievements and successes of 2018.

To see more pictures from the event, go here.

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Posted in Primerica |

Dec

31.18

It’s that time of year again when people resolve to get both physically and financially fitter, but by mid-year we often realize that we have given up on these goals. Making these activities FUN could be the solution to the problem.

Here are three fun money moves to make in 2019:

  1. Challenge your will power. Spend the entire year without an affordable luxury item you may indulge in – be expensive lattes or fancy bath bombs. Every time you have a desire to make such a purchase, refrain, and instead save the cash or transfer the money directly into a savings account.
  2. Save all your $5 bills. Whenever you end up with a $5 bill, set it in a special place and don’t spend it. At the end of the year, count how much you have and use the money how you see fit – like for a trip you’ve wanted to go on, or a boost to your emergency savings account.
  3. Charge yourself for bad habits. Pick a not-so-good habit of yours you’d like to give up but haven’t yet and charge yourself $5 every time you do it. For instance, say you have poor posture. Every time you notice yourself slouching, pay up! Save all the money until the end of the year.

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Posted in Primerica |

Dec

26.18

Recently, Primerica was named a “Premium Player” by Sandler O’Neill & Partners, a NYC-based investment banking firm focused on the financial services sector.

Each year, Sandler O’Neill ranks publicly traded insurers using a weighted average of financial measures most important to investors: earnings per share (EPS) growth, return on equity, and book value growth.

Primerica achieved top quartile performance within the insurance industry for 2018!

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Posted in Awards, Company, Primerica |