  We teach people how to become debt free, own the proper insurance coverage and invest with professional management.• In business since 1977• Listed on the New York Stock Exchange (PRI)• Accredited member of the Better Business Bureau• Primerica life insurance companies are rated A+ (Superior) by AM Best• Investment clients have more than $70 billion in assets invested Through TAM, we provide the following:For Individual Members:Free Financial Needs Analysis (with recommendations) including:
- Retirement Plan Review
- Life Insurance Policy Review
- College Education Planning
- Debt Analysis
- Budget Analysis
For Member Organizations:
- Group Financial Wellness Workshops with topics being chosen either by seasoned Primerica professionals or taken directly from requests by TAM members.
- Onboarding support for new employees to get a full understanding of their retirement plan benefits.
- Free annual company retirement plan review as part of the ERISA fiduciary responsibility for companies with a 5500-type retirement plan.
- Retirement plan recommendations for any member organizations who do not currently offer one to their employees.
Contact
Bokah WorjolohDivision Manager301-326-3279 Primerica / PFS Investments11419 Cronridge Dr., Suite 8Owings Mills, MD 21117[email protected]www.primerica.com/bworjoloh
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