Our Trusted Partner
As a company that puts its clients first, Heritage and Inheritance only works with the best insurance providers. Read on to see the fine company we do business with. Please don’t hesitate to get in touch if you have any questions about our provider.
Primerica
A Provider to Count On
We’ve developed a close relationship with Primerica, Inc. It’s why we are so happy to recommend them to our clients. Primerica, Inc., headquartered in Duluth, GA, is a leading provider of financial services to middle-income households in the United States and Canada. Independent licensed representatives educate Primerica 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 the company underwrites, and mutual funds, annuities and other financial products, which the company distributes primarily on behalf of third parties. Primerica insured over 5.5 million lives and had approximately 2.6 million client investment accounts at December 31, 2020. Primerica, through its insurance company subsidiaries, was the #2 issuer of Term Life insurance coverage in North America in 2020. Primerica stock is included in the S&P MidCap 400 and the Russell 1000 stock indices and is traded on The New York Stock Exchange under the symbol “PRI.”
Call us today to discuss your specific situation in total confidence.