Public Profile for Primerica
Line of Business
Financial Services (non-accounting)
Address
Douglasville, GA
Business Contact Information
Address
Phone
678-528-3200
Instant Messenger
About Primerica Financial Services
Business Description
Financial Services: Asset Management (investments, IRA, 401K, 403 b, education accts.), Asset Protection (Life insurance, Long Term Care, Prepaid Legal Services), Lending (1st, 2nd Mortgages, Refi, Personal lending)
Personal Financial Needs Analysis: Confidential, Comprehensive and Complimentary.
Personal Financial Needs Analysis: Confidential, Comprehensive and Complimentary.
Years in Business
Top Selling Product or Service
SMART Loans - refinancing product that allows for the principal of debt to be paid in accelerated way
What Inspired My Business
I used to be in the Arts Management industry. Trying to assist my former artistic clients was my impulse into researching more about the financial industry also the financial well being of my family.
Most Unusual Client or Client Story
I have had a big range of clients. I have had very humble people that relied on me and trusted me to help them with very basic transactions, and also sophisticated people who appreciate the access Primerica has to the finest financial resources and products. But certainly, my most "unusual" client has been my husband. He is my toughest client, but my biggest supporter.
Recent Business Surprise
My biggest surprise was finding a huge market to work with in my new hometown. This challenge and surprise inspired me to establish my office and seriously commit to serving more clients.
Product & Version
Fun Facts About Primerica
Personal Bio
Coolest Personal Item on My Desk
My new label maker.
Where I Plan to Retire
St. Augustine, Florida
Best Network Tool
Me
I’m an Expert In
I’m Interested In
Finding more business to service with our 401k and 403b products
Most Challenging Business Obstacle
Business Challenge
I am truly passionate and grateful to be able to assist people with the work I do, by providing access to top financial products through Primerica. My biggest challenge is to duplicate myself by training more individuals hungry for success and significance, and reach the 98% of middle america that most financial corporations have forgotten about.
Our Solution
I have traced myself a plan to digilently and consistently search, identified and develop individuals who will work with me in helping themselves and others.
Accountant Practice Information
Professional Designation
Services Provided
Support Clients Using These Products
Industries Served
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