top of page
wangyingxin56

Primerica区域副总裁Rick Fong:引领普通家庭实现财务成功的开拓者


Primerica是北美最具活力和信誉的金融服务营销公司之一,以帮助普通家庭实现财务安全为宗旨。公司的使命是帮助中等收入家庭增加收入、获得适当的保障、消除债务并实现财务独立。


服务宗旨


Primerica成立于1977年,为普通人提供改变生活的必要金融教育和解决方案是其明确的目标。在一个金融服务资源往往向富人倾斜的世界里,Primerica看到中等收入家庭对金融服务的需求,这些需求大多被传统金融机构所忽视。Primerica

公司创始人认识到,大多数人并没有在学校习得金融知识,从而导致许多家庭无法有效进行财务管理。于是他们引入“金钱运作原理”,帮助个人做出明智的决定,并鼓励他们在财务规划中提出正 确的问题。Primerica一直以教育家庭为使命核心。


Primerica的服务


Primerica提供全面的金融解决方案,帮助家庭保护资产、规划未来并实现财务自由。


  • 定期人寿保险:Primerica是北美第二大定期人寿保险的发行商,为约570万人提供保障。公司相信定期人寿保险是最实惠的收入保障方式。

  • 投资:Primerica为家庭提供起点低至每月25美元的投资选择,帮助他们为未来储蓄。投资机会包括共同基金、年金、退休计划和教育储蓄计划。

  • 抵押贷款:通过与Rocket Mortgage, LLC的合作,Primerica提供具有竞争力的抵押贷款产品,具有行业领先的审批时间,用户反馈良好。

  • 法律保护:Primerica的法律保护计划通过预支付法律服务公司Pre-Paid Legal Services, Inc.提供,将客户与法律专业人士连接,提供包括遗嘱准备等法律支持。

  • 身份盗窃保护:由Pre-Paid Legal Services, Inc.提供的IDTheftDefenseSM服务帮助客户防范身份欺诈,提供咨询和恢复服务。

  • 家庭自动化:通过与Vivint的合作,Primerica提供家庭安保和智能家居技术,为客户提供更多的保护和安心。


区域副总裁 Rick Fong的Primerica之旅


Rick 于2002年加入Primerica公司,之前曾经营中餐馆“大长城快餐”(The Great Wall Express)14年。一次个人经历让他发现像他的餐馆这样的“小企业”,往往被传统金融机构忽视,意识到金融服务行业的差距。于是Rick 决定离开餐饮业,投身Primerica。这次经历也激发了Rick 帮助他人的热情,尤其是那些被金融行业忽视的人。现在他投身于为普通家庭教授基本的金融概念,帮助他们保护收入、减少债务,并建立坚实的财务基础。


Rick 在密尔沃基的一个小牧场家中的朴素成长背景,塑造了他对生活和事业的态度。他相信以真诚、朴实的方式对待客户,通过教育和个性化策略引导他们实现财务成功。他的理念很简单:“你只有了解更多,才能做得更好。” 作为培养财务素养的坚定倡导者,Rick 一直为帮助普通家庭实现应有的自由和安全而努力着。


Primerica的力量


Primerica作为北美家庭金融行业的希望灯塔,通过金融教育赋能个人,提供切实可行、价格实惠的解决方案,致力于帮助家庭实现长期的财务成功。


如果您想了解更多关于Primerica和Rick 将如何帮助您在财务旅程中取得成功,欢迎联系咨询,开启为您和家人打造更美好未来的旅程。



网站: PRIMERICA

电子邮件:  rfong@primerica.com

办公室电话: (414) 236-4551

手机: (262) 352-6878

 

Clients” refers to clients of Primerica. Primerica Representatives are independent contractors and are not employees of Primerica. Representatives earn income through the sale of products and are not paid to recruit. Not all products/services available in all states or provinces. A representative’s ability to market products is subject to state and federal licensing and/or certification requirements. PRIMERICA and the Primerica Logo are trademarks of Primerica, Inc., registered in the U.S. and Canada. HOW MONEY WORKS™ is a trademark of Primerica, Inc. All rights reserved. Life-licensed Primerica representatives are agents of the Primerica insurance companies: In the U.S. (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia. In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the U.S., securities and advisory services are offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, Georgia 30099-0001, member FINRA [www.finra.org]. PFS Investments Inc. conducts its advisory business under the name Primerica Advisors. Primerica and PFS Investments Inc. are affiliated companies. Primerica Legal Protection Program: A legal services program offered by Pre-Paid Legal Services, Inc. (“PPLSI”) or its applicable subsidiary, through contractual agreement between Primerica Client Services, Inc. and PPLSI. Neither Primerica Client Services, Inc., nor its officers, employees or sales representatives directly or indirectly provide legal services, representation or advice. PPLSI provides access to legal services offered by a network of provider law firms to members through membership-based participation. Neither PPLSI nor its officers, employees or sales associates directly or indirectly provide legal services, representation or advice. Services and benefit availability may vary by state. IDTheftDefense℠ is offered by contractual agreement between Primerica Client Services, Inc. and Pre-Paid Legal Services, Inc. ("PPLSI"). IDTheftDefense℠ is a product of PPLSI and provides access to identity theft protection and restoration services. Neither PPLSI nor its officers, employees, or sales associates directly or indirectly provide identity theft protection, restoration services, or advice. Neither Primerica Client Services, Inc. nor its officers, employees or sales representatives directly or indirectly provide identity theft protection, restoration services, or advice. IDTheftDefense℠ or certain product features or services may not be available in all U.S. States. See specific plan details for terms, coverage, conditions, and exclusions.Primerica Mortgage, LLC, NMLS # 1723477. US Mortgage products/services not available in all states. A representative's ability to market products/services is subject to state licensing requirements. For a complete list of states where residential mortgage loans are offered please visit https://www.primerica.com/public/primerica_mortgage_disclosures.html. © 2024 PRIMERICA/ AR-391093/ 9.24

 

 

 

 











18 次查看0 則留言

Comments


bottom of page