Integrated Retirement Supports Key Initiatives at Primerica

Press Release, April 19, 2012

Primerica today announced the launch of an on-demand training program developed by Integrated Retirement.  The high-quality, easily accessible courses allow a greater number of Primerica registered representatives to master the technical concepts required to serve IRA and business retirement plan clients.  Primerica is committed to providing its registered representatives with the professional development tools and resources they need to grow their business and remove knowledge barriers to selling and servicing retirement plans. 

“This training program is a critical component of Primerica’s retirement plan initiatives,” said John Bandy, Associate Vice President of Securities Marketing at Primerica. “Clearly, our registered representatives will benefit from mastering key retirement plan concepts, and we applaud Integrated Retirement for their role in this foundational element of our overall strategy.”

"The development of targeted retirement training programs that are easily accessible to registered representatives will be a distinct advantage for Primerica registered representatives," said Pam O’Rourke, Senior Vice President and ERISA Counsel at Integrated Retirement. 

Primerica anticipates the training program will be utilized by thousands of its registered representatives to help bolster the already significant retirement plans business at the firm.  Representatives will be able to conveniently access the programs from Primerica Online. 

"Integrated Retirement’s support and management of an extensive project helped us to accomplish a significant goal within our key initiatives, as we seek to deliver a valuable resource that helps registered representatives grow their business,” Bandy said.

Primerica, Inc., headquartered in Duluth, GA, is a leading distributor of financial products to middle-income families in North America. Primerica representatives educate their Main Street clients about how to better prepare for a more secure financial future by assessing their needs and providing appropriate solutions through term life insurance, which we underwrite, and mutual funds, annuities and other financial products, which we distribute primarily on behalf of third parties. In addition, Primerica provides an entrepreneurial full or part-time business opportunity for individuals seeking to earn income by distributing the company's financial products. We insure more than 4.3 million lives and approximately 2 million clients maintain investment accounts with us. Primerica is a member of the Russell 2000 stock index and is traded on The New York Stock Exchange under the symbol "PRI".  Securities offered by PFS Investments, Inc., an affiliate of Primerica.

Integrated Retirement is an independent privately held corporation located in Baxter, MN.  It’s deep retirement plan expertise and industry insights are delivered through innovative content solutions, training programs, and instant access support services.  The principals are industry experts with hands-on experience in communicating to the broad spectrum of stakeholders in the retirement industry; advisors, plan sponsors, participants, and operations staff.  Integrated Retirement’s principals have a proven track record of helping elite financial organizations achieve retirement plan mastery across all sales, marketing, service and support disciplines.