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.
Video Walk Through
Frequently Asked Questions: Accounts, Statements, Transfers, Contribution Changes
Question 1: How do I set up my online account for the first time?
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Question 2: How can I find my account number to log in to my online account?
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Question 3: How do I change my monthly contribution amount?
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Question 4: Will I receive tax documents for my investments each year?
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Question 5: Can I make additional contributions after my account is set up?
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Question 6: What should I do if I forget my login or get locked out?
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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.
Money Sherlock Survey
Curious about taking the Money Sherlock Questionnaire again? Use the link below to access the Financial Health Quiz and see where you stand.
Financial Independence Number Worksheet
Curious about taking the Money Sherlock Questionnaire again? Use the link below to access the Financial Health Quiz and see where you stand.
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.
Budgeting Tools
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Book Recommendations
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Protection & Legacy Planning
Estate Planning Checklist
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.
Beneficiary Update Instructions
Curious about taking the Money Sherlock Questionnaire again? Use the link below to access the Financial Health Quiz and see where you stand.
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.
Support & 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.
The 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
