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Pat Patterson
Senior Vice-President
Company Registered Name:
Patrick J Patterson
WHAT WE DO AND WHY
Primerica has been committed to helping families save and invest for their futures since 1977. By helping families learn our HOW MONEY WORKSTM concepts, we show people how they can achieve a better financial future. With approximately 2.5 million client investment accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.
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MY SERVICES*
Arizona, California, Colorado, Hawaii, Illinois, Michigan, Minnesota, Nebraska, New Mexico, Ohio ...
Arizona, California, Colorado, Hawaii, Illinois, Michigan, Minnesota, Nebraska, New Mexico, Ohio, Oregon, Utah and Wisconsin
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Colorado, Arizona, California, Illinois, Michigan, Minnesota, New Mexico, Ohio, Utah and Wisconsin
CA Life License: # 0B01571
*Not available in all provinces or states
ABOUT ME
Started with Primerica in: 1982
Life Insurance Representative (US)
WHAT YOU CAN EXPECT
You can expect a lot by partnering with a Primerica financial professional. Our goal is to help you reach your savings goals while providing the highest-quality client experience. Our goals-based investing approach helps families:
- Establish an emergency fund
- Invest for the long term
- Utilize quality asset managers
- Generate retirement income
We are a financial services company for everyone - from those just starting out on their investment journey to those already in retirement. Primerica provides access to solutions and services from some of the world's most recognizable companies. Our wide range of products and programs offers an investment solution for everyone.
We help people prepare for the future by offering investments in:
CANADA
- Mutual Funds
- Segregated Funds
- Managed investment programs
U.S.
- Mutual Funds
- Annuities
- Managed Investments*
We use tax-deferred and tax-free accounts:
CANADA
- RRSPs - Registered Retirement Savings Plans
- RRIFs - Registered Retirement Income Funds
- TFSAs - Tax-Free Savings Accounts
- RESPs - Registered Education Savings Plans
- RDSPs - Registered Disability Savings Plans
U.S.
- IRAs - Traditional and Roth
- 403(b) and 403(b)(7) plans
- College savings plans
And we have retirement plans for businesses:
CANADA
- Group RRSPs
- Group TFSAs
- Simple contribution options - complimentary for employers
U.S.
- 401(k), 403(b) and 457 plans
- SEP and SIMPLE IRA plans
- Payroll deduction plans - complimentary for employers
We partner with some of the most recognizable investment companies in the industry. Our strategic partners include AGF Investments Inc., AIG, American Century Investments, American Funds, Bridgehouse Asset Managers, Brighthouse Financial, CI Investments, Cuna Mutual, Dynamic Funds, Equitable, Fidelity Investments Canada, Franklin Templeton Investments, Invesco, Lincoln Financial, Lockwood Advisors, Mackenzie Investments and Primerica Concert Allocation Series of Funds, among others. Primerica Life Insurance Company of Canada offers the Common Sense Funds family of segregated funds, including: Asset Builder Funds III - VII and the Strategic Retirement Income Fund.
WE TEACH SIMPLE, EASY-TO-UNDERSTAND FINANCIAL CONCEPTS:
The High Cost of Waiting (1:25)
Pay Yourself First (1:25)
The Power of Compound Interest (1:18)
We truly are a financial services company for everyone. Let's work together to help you achieve your goals. To get started, contact your
financial professional today.
Note: This 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.
Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all states/provinces. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's
Important Disclosures.
Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. In Canada, term life insurance products and Common Sense Funds segregated fund products are underwritten by Primerica Life Insurance Company of Canada, Head Office: Mississauga, Ontario. In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the United States (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia.
In the U.S., securities are offered exclusively by PFS Investments Inc. Representatives not licensed with this entity cannot sell to you, or discuss with you, any securities or investment products. Primerica Home Office Address: 1 Primerica Parkway, Duluth, GA 30099.
In Canada, mutual funds are offered exclusively by PFSL Investments Canada Ltd, mutual fund dealer. Representatives not registered with this entity cannot sell to you, or discuss with you, any mutual fund investment products. Primerica Home Office Address: 1 Primerica Parkway, Duluth, GA 30099. Canadian Head Office Address: 6985 Financial Drive, Suite 400, Mississauga, Ontario L5N 0G3.
*Advisory services offered through Primerica Advisors, which is the trade name under which PFS Investments Inc. conducts its investment advisory business. Not all PFS Investments representatives are authorized to offer managed investments.
*Advisory services offered through Primerica Advisors, which is the trade name under which PFS Investments Inc. conducts its investment advisory business. Not all PFS Investments representatives are authorized to offer managed investments.