My career in the finance industry spans over ten years in an array of roles and responsibilities:
My time as a Financial Advisor was some of the most rewarding and fulfilling work of my life. So I’ve recently decided to resurrect my career in the finance industry as a Life Insurance Agent.
My Why
After I became an adult orphan by my 27th birthday, I experienced the importance of having life insurance.
In a manner of a few years, my mommy, dad, grandpa, and grandma passed away. I suffered from Prolonged Grief Disorder for five years and struggled with redefining my “normal” life.
My emotions were destructive to becoming the woman I was always destined to be. I did things that I’m not proud of and that my mother wouldn’t approve of. I was acting out of sorrow, anger, confusion, and emptiness.
My only saving grace is that they purchased life insurance to make sure that I didn’t also have to deal with being financially destitute.
I was able to extend my bereavement leave, buy my first house, handle some of my debt, and vacation to Hawaii.
Unfortunately in a four years, I was back at square one. The life insurance money ran out and I was back on the struggle bus.
Far too often this happens when an insufficient amount of life insurance is acquired. Although my family planned with insurance, it wasn’t enough o combat inflation and unexpected expenses.
Why Primerica?
Instead of helping the rich get richer, I’ve pivoted to assisting families from all walks of life. I’m not tied to my AUM (assets under management), rather I’m focused on
At Primerica, I’m able to serve the sect of the population that I care the most about.
As a Financial Advisor, I helped high-income families and businesses
Why Now?
When I was a Financial Advisor, my target customer were high net worth individuals. I didn’t get paid unless my client was already paid.
And while that’s just the name of the game, it left much to be desired for a woman who wants to serve her community.
How can I serve those who need it most when my success depends on lending my knowledge to the top 10%? I’ve always been all about my people, but my career seemed like the exact opposite.
As I have dealt with my fair share of financial affliction and was able to bounce back, I want to bring that same energy and expertise to my clients.
I want to make sure that the population of our people I would never consider speaking to as a Financial Advisor, receive the optimum customer service they deserve.
Financial Solutions
Term life insurance offers the most income protection at an affordable price. Primerica is the second largest issuer of term life insurance coverage in North America, insuring over 5.7 million people.
For as little as $25 per month, you can start saving for the future. Investment opportunities include mutual funds, managed investments, annuities, business retirement plans, and education savings plans.
Through Primerica Secure™’ – an auto and homeowner’s insurance referral program with Answer Financial® Inc., – our clients get competitive quotes from top-rated insurers in 10 minutes or less. Answer Financial clients report saving average of $494 annually.
The Primerica Legal Protection Program, offered through LegalShield, connects clients with a qualified Provider Law Firm in their state who provides support and services for legal needs, including will preparation. (I am also a notary.)
IDTheftDefenseSM, offered by LegalShield, helps protect your identity, provides counseling and works to restore your identity should an identity theft event occur.
Insurance is necessary.
You must leave a legacy for your family
Opportunity to bypass traditional gate keepers
Protect your family. Protect the people that you love first.
A good man leaveth an inheritance to his children’s children: and the wealth of the sinner is laid up for the just.
Proverbs 13:22 | 1611 kjva
Note: This portion of my website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica’s products or services. The information from Primerica is not my own and is Primerica’s proprietary information, which can be found on the company’s website.
