login required A Share Sample Portfolios
A sample of asset allocations designed for various investment profiles, including aggressive growth, growth, moderate growth, conservative growth, and income focused portfolios.
Partners since 1983 Primerica
We are pleased to provide a dedicated experience to help assist you in growing your business. Each section of this site has been created specifically for the unique needs of Primerica representatives.
Primerica marketing materials
We have developed a suite of marketing resources exclusively for Primerica, designed to assist you in growing you business. Each piece has been crafted specifically for the unique needs of Primerica financial professionals. Targeted product information, portfolio dashboards, thought leadership content and client support material are just some of the perks that come with your free account. Register here to create your account.
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TOOLS & RESOURCES Back to the Basics: Developing saving and investing habits
Americans tend to spend more money than they earn and save less. This guide helps take you back to the basics of paying yourself first.
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login required Primerica Signature Strategies
Select from a carefully curated list of recommended investment strategies created specifically for Primerica advisors.
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TOOLS & RESOURCES Lifetime Managed Accounts
Learn more about the six model portfolios we offer on the Lifetime Investment Platform.
The total client experience – all in one place
We're here to partner with you in every aspect of your practice so that you can focus on what matters most.
Connect with clients
Engaging investing and market content your clients want, plus how to use it with them.
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RESOURCES & TOOLS Navigating Volatility: Compelling wealth management conversations
Your single greatest challenge is not managing your clients’ assets but managing their emotions. Provide clients with the context and perspective necessary to stay the course.
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EDUCATION Financial Literacy
Client-approved financial literacy resources to help drive conversations about wealth with your clients and their families.
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commentary 2024 Election Insights
Throughout election season, we’ll be tracking the issues that matter to voters and addressing investor concerns about what the results may mean.
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Insights Featured Insights
Get the latest insights from Invesco thought leaders.
Enhance your business
Help grow your practice and optimize your team’s performance in a complex and competitive environment.
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CUSTOM SOLUTIONS Invesco Global Consulting (IGC)
Grounded in original research, our creative sales consulting programs can help you enhance client communication by learning how to say things the way clients want to hear them.
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THOUGHT LEADERSHIP How to ask for referrals
Referrals may be the best source of new clients, but you may be apprehensive about asking for them. Our research-based approach uses a low-risk offer to help friends, colleagues, and family members.
Optimize your portfolio
Products and guidance from our experts on portfolio construction and risk management.
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fact sheet Invesco Equity and Income Fund
This fund is an actively managed, balanced portfolio composed of value stocks, high-quality bonds, and convertible securities. It seeks to generate income and grow capital with moderate volatility. -
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DOWNLOAD Municipal Bond Investing
Invesco’s Municipal bond suite offers investment vehicles across the risk spectrum. Investors have a choice of various maturity and credit quality targets to help compliment portfolios.
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MARKETS & ECONOMY Invesco Market Portfolio Playbook
Our monthly investment outlook summarizes what's going on in the markets and the economy while offering ideas for positioning portfolios.
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tools & resources Lifetime Managed Accounts
Learn more about the six model portfolios we offer on the Lifetime Investment Platform.
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product information Create Your Portfolio
Consider incorporating an offering from our broad lineup of mutual funds and investment solutions.
Contact us
Primerica financial professionals can contact the Invesco Consulting Desk anytime at 1-800-421-0807
Discover more from Invesco
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Create your portfolio
At Invesco, we offer a diverse set of investment solutions designed with a single focus in mind: helping you manage your clients' money. Our deep, powerful product lineup may help provide the basis for a well-diversified portfolio for your clients.
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Lifetime managed accounts
To help you more effectively manage your clients’ money, we offer six Invesco model portfolios on the Primerica Lifetime Investment Platform.
