Has anyone used the Financial Planning service from Primerica?
Written By: admin on May 28, 2009
One Comment
I was wondering if anyone has used the financial plotting service offered by Primerica. Has anyone had a positive or negative experience with them? I'm hesitant because of their whole recruiting representatives thing in their presentation makes me question things.
This is just regarding their financial plotting service…not employment.
If you're a Primerica rep, please don't answer this.
Thanks
Related Financial Planning Posts
Tags: financial planning, financial planning service, negative experience, primericaTags: financial planning service, negative experience, primerica
I am a rep, but I was a client first.
The agent should be respectful if you have told them you are not interested in recruiting and should have went on.
For the services side, in general, are decent. The FNA, like any plot from any professional, can be built using common sense, a small research, and a financial calculator. The difference being that Primerica’s is written so that anyone with an average education can know it. I never had a problem with getting answers out of my agent when I was a client, not only accurate answers, but answers that related to our situation.
If they are a decent agent, or their upline is, services should be top notch. Your mileage will vary like any other service.
If it matters any, my clients have never had a complaint with me or my services.