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
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