mutual funds are one of the most effective long-term savings vehicles. they give average families access to an investment vehicle with the potential to minimize risk through professional management and diversification. but a pfs investments representative can help you to understand those risks, and guide you to mutual funds that match your investment objectives and risk tolerance. investors should carefully consider the investment objectives, risks, charges, fees, and expenses of any mutual fund before investing. 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. the lifetime investment platform investment model offering provides you with access to a wide range of asset allocation strategies.
the investment models are constructed using mutual funds, exchange traded funds (etf) or a blend of both investment types. pfs investments offers three kinds of annuities products: variable annuities, fixed annuities, and fixed indexed annunities: pfs investments’ 401(k), 403(b) and 457(b) plan offerings are individual and employer-sponsored retirement plans that grant employees the opportunity to contribute a portion of their salary on a tax-deferred basis into investment vehicles, such as mutual funds and annuities. guarantees offered in fixed annuities are subject to the claims paying ability of the issuing insurance company. variable annuities are sold through pfs investments inc. and are subject to market risk, including the possible loss of principal. investors should carefully consider the investment objectives, risks, charges, fees, and expenses of any mutual fund before investing. this and other important information can be found in the fund prospectus and or summary prospectus, which may be obtained by calling the fund or by visiting the fund’s website. a simple way to determine the amount of life insurance your family needs is to consider the theory of decreasing responsibility.
pfs investments inc. (pfsi), a broker-dealer registered with the securities and exchange commission (sec) and the financial industry regulatory authority (finra), offers mutual funds, variable annuities, college savings plans and employer-sponsored retirement plans to the saving and investing public. the materials below provide important information about pfsi’s brokerage and advisory services, the investment products available to you through pfsi, the different features and costs of those products, how pfsi is compensated when you invest, and our conflicts of interest. investing with primerica (regulation best interest disclosures) pfsi’s investing with primerica brochure contains more detailed, but still easy to read, descriptions of the investment products and services offered through our advisory and brokerage businesses. this brochure contains important information about the features of the investment products we offer, the costs associated with investing, the compensation we receive, and our conflicts of interest. this brochure discusses the options available to you and factors that should be carefully considered before making the decision to rollover your retirement savings.
mutual funds visit this link to see a list of the platform funds, mutual fund families for which pfsi’s affiliate primerica shareholder services provides transfer agent and shareholder services. revenue sharing visit this link to learn more about the revenue sharing payments pfsi receives from the sponsors of investment products we offer. the wrap fee brochure provides you with important information about our advisory services and the managed account program, including services, fees, and compensation, account requirements, and information about how we select the portfolio managers and investment strategies available in the program. advisory client agreements the primerica advisors and td ameritrade account agreements for your lifetime investment platform account are available below. we appreciate the opportunity to assist you and look forward to hearing from you.
we help main street families invest for the future. mutual funds managed investments annuities business retirement plans contact your local representative. *the annual retirement plan custodian fee of $25 will be assessed to all retail brokerage retirement accounts on the platform (excluding coverdell. a simple ira (savings incentive match plan for employees) is a retirement plan designed to allow employees and employers to contribute to traditional iras, withdrawing funds from primerica, withdrawing funds from primerica, primerica retirement login, primerica investments review, pfs investments.
this educational brochure is an important resource for investors considering moving their employer retirement savings or transferring an ira account to pfsi. investing for a dignified retirement, saving for college for the kids or other goals are not impossible dreams. but you do need a plan and you need to primerica roth ira review: minimum investment, retirement account fees, rating, is a fee paid every time a fund is purchased or sold with primerica., primerica under investigation, primerica roth ira withdrawal, primerica online, pfs investments pyramid scheme. does primerica have retirement plans? is it a good idea to invest with primerica? can i withdraw money from primerica? is primerica a pyramid scheme?
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