About Managed Accounts

Primerica Advisors offers managed accounts through the Lifetime Investment Program™. Clients investing through the Lifetime Investment Program work with a financial advisor to access a wide range of professionally managed portfolios. Your financial advisor will work with you to understand and develop your personal goals, time horizon, risk tolerance, and investing preferences. Using portfolios composed of stocks, bonds, mutual funds and/or exchange traded funds (ETFs), your advisor will then assist you in selecting professional asset manager(s) and portfolios(s) to help meet your investing needs. In a managed account, you can invest with confidence knowing that your financial advisor will be there to adjust your strategy as your needs change with time.

Primerica Advisors' Asset Management Providers:

• AGF Investments

• BNY Mellon Advisors, Inc.

• Capital Group | American Funds

• Dana Investment Advisors

• Franklin Templeton

• Genter Capital Management

• Horizon Investments

• Invesco

• Meeder

• Morningstar

• Sage

PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, registered broker-dealer and investment adviser, member of FINRA/SIPC. PFSI offers advisory services through and is the sponsor of the Primerica Advisors Lifetime Investment Program. Primerica Brokerage Services, Inc. (PBSI), member of FINRA/SIPC, is the provider of brokerage services for the Primerica Advisors Lifetime Investment Program. Representatives who offer advisory services are supervised persons of PFSI, and are not associated persons of PBSI. Primerica, Inc., PFSI and PBSI are affiliated companies.