Primerica Shareholder Services (2024)

Welcome to
Shareholder Account Manager (SAM)

Welcome to the Primerica Shareholder Services Shareholder Account Manager (SAM) website. Here, you can access your account, obtain tax forms, view prospectuses and perform other account management activities. PFS Investments Inc. (PFSI) clients with American Century, Amundi US, Invesco, Franklin Templeton, Fidelity and Nuveen funds may check their portfolio here.

Information regarding portfolios at other fund companies may be found on those companies' websites.

We are migrating to an upgraded version of our Shareholder Account Manager website (SAM 2.0) with additional features to better serve you and your investments, and benefit your relationship with your PFSI Representative. We are confident you'll see the value of the new site once you familiarize yourself with it.

SAM 2.0

  • First Time User?
  • New Self-Registration Instructions
  • Forgot Your User ID or Password?

SAM 1.0

  • Where do I enter my password?
  • First Time User?
  • Security Questions and Answers
  • Forgot Your User ID or Password?

Primerica Privacy Important Disclosures Terms & Conditions Careers Primerica Shareholder Services (1) HR Primerica Shareholder Services (2) Contact Fraud Alert Locations
portfolio.primerica.com

PFS Investments Inc. ("PFSI") has developed a Business Continuity Plan that addresses how we will respond to events that significantly disrupt our business. PFSI maintains off-site storage arrangements for critical data as well as an off-site back-up facility that is equipped to sustain critical operations. In case of a disruption affecting only PFSI's Duluth, Georgia headquarters, we will transfer our operations to our off-site facility, if needed. In case of a disruption affecting our entire region, PFSI will work to recover and resume operations as soon as possible. In either situation, PFSI customers would be able to access their funds by contacting Primerica Shareholder Services via telephone at (800) 544-5445; via the internet at www.shareholder.primerica.com, via mail to Primerica Shareholder Services, Attention: 534485, 500 Ross Street, 154-0520, Pittsburgh, PA 15262; or through their local PFSI representative.

Primerica Shareholder Services (2024)

FAQs

How do I get my money out of Primerica? ›

You may redeem assets from your accounts using the following methods: Written Instructions – For most account types, you may submit a letter of instruction or contact a Customer Service Representative for requirements and to obtain a redemption or distribution form.

Is Primerica a good company to invest with? ›

As of April 19, 2024, Primerica, Inc. had a $7.3 billion market capitalization, putting it in the 84th percentile of companies in the Insurance - Life & Health industry. Currently, Primerica, Inc.'s price-earnings ratio is 13.4. Primerica, Inc.'s trailing 12-month revenue is $2.8 billion with a 20.4% profit margin.

How do I check my Primerica investment account? ›

Our Web Site: www.primerica.com

Click on the "Your Investment Portfolio" tab. The Shareholder Account Manager is available 24 hrs. a day 7 days a week. You may use our Web site to perform account maintenance, financial transactions, view fund price and performance information, and much more!

Who are the shareholders of Primerica? ›

The top 5 shareholders of Primerica are Kayne Anderson Rudnick Investment Management, Vanguard Group, BlackRock, FMR, LLC (Fidelity Investments), and Brave Warrior Advisors.

How do I get my $99 dollars back from Primerica? ›

Requests should be sent to POL - Refunds, Primerica, 1 Primerica Parkway, Duluth, GA 30099-0001, pol_billing@primerica.com or by calling toll free 1-888-737-2255. A refund request of the POL fee must be made separately from a request for refund of the IBA fee.

Can I trust Primerica with my money? ›

Yes, Primerica is a trustworthy company. The Company has been in business for over 40 years and pays over a billion dollars in life insurance benefits to clients' families each year.

What is the downside of Primerica? ›

The Bottom Line on Primerica Insurance

It offers up to 35-year term policies and no medical exams for some applicants. However, it doesn't offer any form of whole life insurance. Its website lacks transparency, so customers must work with agents for quotes and other inquiries.

Is Primerica a pyramid scheme or legit? ›

In fact, they are a publicly-traded company on the stock market, and have operated for decades, helping people with their life insurance needs. Further, people DO make money in a Primerica career. Many attest to their positive experience working for the company and the income they make.

Can I just quit Primerica? ›

To cancel your Primerica Life Insurance policy, please call Client Services directly at 1(800) 257-4725, and they can assist you.

What is the rule of 72 in Primerica? ›

Do you know the Rule of 72? It's an easy way to calculate just how long it's going to take for your money to double. Just take the number 72 and divide it by the interest rate you hope to earn. That number gives you the approximate number of years it will take for your investment to double.

How credible is Primerica? ›

Accredited since 1980, Primerica, Inc. currently holds a A+ rating with the Better Business Bureau (BBB). Businesses that receive BBB accreditation are committed to high standards and best practices in customer service, sales, advertising, data privacy and ethics.

How long does it take for Primerica to pay out? ›

The company says it pays 91% of claims within 14 days. Primerica does not provide the option of receiving a quote or purchasing a term life insurance policy online. Instead, you will need to talk with an agent who can help you determine how much coverage you need.

Do people in Primerica make money? ›

Primerica representatives earn money through the sale of Primerica's products. Primerica currently has more than 130,000 life licensed, independent contractor representatives in its sales force.

Who are the top 5 investors in Primerica? ›

Top Institutional Holders
HolderSharesDate Reported
Kayne Anderson Rudnick Investment Management LLC3.69MDec 31, 2023
Vanguard Group Inc3.67MDec 31, 2023
Blackrock Inc.3.21MDec 31, 2023
FMR, LLC3MDec 31, 2023
6 more rows

Who makes the most money in Primerica? ›

The average Primerica executive compensation is $225,683 a year. Primerica's highest paid executives include: Peter Schneider $2,641,768, Alison Rand $1,765,331, and Gregory C. Pitts $1,709,995.

How long does it take to get money from Primerica? ›

Our claims department will work hand in hand with the beneficiary to process the claim as quickly as possible. In most cases, it takes approximately 14 days to process a death claim once all the required documents have been received.

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