Client Resources
Account & Access Tools
Access Your Accounts
Download this guide for quick access to all your accounts and links to helpful apps that make tracking your finances and goals simple.
Access AccountsVideo Walk Through
A step-by-step visual demonstration of setting up and accessing your online accounts.
Frequently Asked Questions: Accounts, Statements, Transfers, Contribution Changes
Financial Education & Planning Tools
How Money Works
Get your free copy of How Money Works — a simple guide to the basics of money and the essential education you need to stay on track with your plan.
Get Your Copy
Clear Path Survey
Access our Financial Health Quiz to see where you stand today and identify specific areas where we can refine your plan. This assessment helps you track your progress by revisiting the ClearPath Questionnaire.
Take the Quiz
Financial Independence Number Calculator
Use this tool to calculate your "FIN"—the exact amount of money you need to achieve total financial independence. This number provides a clear target to keep your family's long-term roadmap on track.
FIN Calculator
Life Coverage Options & Benefits
This brochure outlines the life insurance options available through Primerica and helps you understand how to protect your family's financial future. Use it to review coverage details, benefits, and what to expect from your policy.
Get Your Copy
Budgeting Tools
Use these resources to track your monthly cash flow and ensure every dollar is working toward your goals. Mastering your daily spending is the first step toward building lasting wealth.
Get Your Copy
Book Recommendations
Explore our curated list of books on wealth, entrepreneurship, and leadership to sharpen your financial mindset. These recommendations provide the ongoing education needed to stay ahead and build a family legacy.
Book ListProtection & Legacy Planning
Estate Planning Checklist
Download this checklist to ensure your assets are protected and your legacy is handled according to your wishes. It provides a simple guide to the essential steps needed to keep your estate plan on track.
Get Your Copy
Beneficiary Update Instructions
Review these instructions to easily update the beneficiaries on your accounts and insurance policies. Keeping this information current is vital to ensuring your financial health and the security of your loved ones.
Get Your CopyLife Coverage Options & Benefits
This brochure outlines the life insurance options available through Primerica and helps you understand how to protect your family's financial future. Use it to review coverage details, benefits, and what to expect from your policy.
Get Your CopySupport & Communication
Explanation of our 90-day check-ins
Every 90 days, our team will check in with you by text or call to offer support, hear any updates, and help you stay on track with your financial plan. Behind the scenes, we're always keeping an eye on your accounts and if we notice anything that needs attention, we'll reach out right away. You're never on your own. We're here for the long haul!
How to Schedule a Review Meeting
Scheduling a review is easy — just click the link to access your advisor's calendar and pick a time that works best for you. If you're having trouble finding a time that fits your schedule, feel free to reach out to our office manager, Saryn, and she'll be happy to help.
Schedule a Client ReviewThe individuals identified as Impact Financial are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc. A Primerica representative's ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI's advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies. The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure. Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund's prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative. Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional. This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security. Investing entails risk including loss of principal. Past performance is no guarantee of future results. © 2021 Primerica