MANAGED INVESTMENTS

A managed account is accessed through an investment platform. The platform typically offers access to actively managed investment models comprised of securities selected by investment professionals.

When your account is managed through the Lifetime Investment Platform, you will have an ongoing relationship with your advisor and will receive professional money manager services, and consolidated reporting.

The Lifetime Investment Platform investment model offering provides you with access to a wide range of asset allocation strategies. Your Primerica Advisor will assist you in selecting the professional asset manager and models that will help meet your asset allocation and financial goals during your investing lifecycle. The investment models are constructed using mutual funds, exchange traded funds (ETF) or a blend of both investment types. By working with your Advisor, you will be able to identify the investment model options most aligned with your personal goals, time horizon, risk tolerance, and investing preferences. You can always adjust your investment plan and model selection to accommodate changing needs.