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 Worjoloh
Division Manager
301-326-3279
 
Primerica / PFS Investments
11419 Cronridge Dr., Suite 8
Owings Mills, MD 21117
[email protected]
www.primerica.com/bworjoloh