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.

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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.

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.

  • RESOURCES & TOOLS
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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.
  • EDUCATION
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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.
  • Insights
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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.

  • CUSTOM SOLUTIONS
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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. 
  • BENCHMARKS
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    BENCHMARKS

    Practice Innovation Index

    Benchmark your practice against high-performing financial professionals. Assess your practice with diagnostics built to analyze peer ranking, and access custom resources designed to help in every area of your practice.
  • THOUGHT LEADERSHIP
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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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    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.
  • MARKETS & ECONOMY
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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.
  • tools & resources
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    tools & resources

    Lifetime Managed Accounts

    Learn more about the six model portfolios we offer on the Lifetime Investment Platform.
  • product information
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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

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    Document
    PDF (LOGIN REQUIRED)

    Regional Broker Dealer Territory Map

    Our Invesco client service managers and investment experts are here to support you. The map below will help guide you to a representative in your region. Please don’t hesitate to reach out at any time. 

Discover more from Invesco

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. 

Learn more

Transcript

Lifetime managed accounts

To help you more effectively manage your clients’ money, we offer six Invesco model portfolios on the Primerica Lifetime Investment Platform.

Learn more

Transcript