1月21日 的 MyPrimerica 應用程式分析

The MyPrimerica mobile app gives you secure access to view your Primerica life insurance policy and investment products as well as a way to create and track your financial goals. View key life policy details. • Quickly and easily view your life policy details including insured individuals, coverage amounts, children listed on the child rider, beneficiaries, premium, and policy owner information. Make updates to your life policy. • You can update your life policy contact information (address, phone, email), make a payment, update bank account information (PAC clients), change billing method, update beneficiaries, add a child to an existing child rider, or complete a child rider conversion on your own. Learn how to achieve your financial goals. • Get a visual snapshot of your life policies, investment accounts and financial goals. • See what you have, what you need and how to meet your goals. • Access interactive financial guidance tools and financial education content with one click Stay connected to your Primerica Representative beyond the kitchen table. • Your Primerica Representative's contact information is on every key page, so you know your Representative is always just a short call or email away. Gain secure access to your life policy and important documents. • You will have access to view a copy of your life policy as well as other important documents related to your policy—all in one secure spot! • Canadian investment clients can view their quarterly investment statements. • Print or download your documents at your convenience anytime, anywhere and on any device. ©2024 Primerica