Will Fuller
CEO and President of Lincoln Financial Distributors
Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The operating companies of Lincoln Financial Group have assets under management of $153 billion.1
- For over 100 years, Lincoln Financial Group and its affiliates have been positioned to help secure clients' futures.
- Twelve million Americans trust Lincoln Financial to help them build, protect, and distribute their wealth during and after their lifetimes.
- Source: Lincoln Financial Group. Assets as of September 30, 2011.
Jim Seuffert
CEO and President of Lockwood Advisors, Inc.
Founded in 1995 by a team of wealth management investors who help pioneer the fee-based industry, Lockwood Advisors, Inc. is a leading provider in fee-based managed account solutions to financial institutions and registered independent advisors.
- One of the largest independent advisors with $12.5 billion in assets under management1
- Part of the center of excellence for managed accounts at BNY Mellon with more than $230 billion in assets under administration and more than 700,000 accounts
- Source: Lockwood Advisors, Inc. As of March 31, 2011. Included in the assets under management are approximately $3 billion in assets where Lockwood acts as advisor to the adviser. In these programs, Lockwood does not have direct management responsiblities or discretionary authority.
Mark R. Fetting
Chairman & CEO, Legg Mason Global Asset Management
The eleventh largest of worldwide asset managers,1 Legg Mason has been in partnership with Primerica for 15 years.
- Founded in 1899, Legg Mason has $677 billion in assets under management.2
- Diversified global asset management firm with approximately 3,500 employees in 34 offices around the world, including New York, London, Tokyo and Australia
- Source: Pensions and Investments, as of December 31, 2009
- As of October 31, 2010
Marty Flanagan
President & CEO, Invesco
With $604.5 billion in assets under management around the globe, Invesco has had a strong partnership with Primerica for more than 20 years.
- Commitment to investment excellence, depth of investment capabilities and organizational strength all benefit our clients.
- Global reach with more than 600 investment professionals and 5,000 employees in 20 countries, serving clients in more than 100 countries.
- Source: Invesco. All data as of September 30, 2010.
Dan Kingsbury
CEO, Pioneer Investments
The third oldest mutual fund in the U.S., Pioneer has partnered with Primerica to help grow the business for more than 30 years.
- Founded in 1928, Pioneer Investments helped lay the foundation for the mutual fund industry when it launched the Pioneer Fund.
- Now a global leader with over $250 billion in assets under management and offices in 23 countries, Pioneer still remains true to its original values.
Blake Goldring
Chairman & CEO, AGF
AGF has enjoyed a successful partnership with Primerica for over 10 years with investment management expertise and exceptional sales support. Through its subsidiary AGF Trust, the company helps Primerica serve Canadian families with the RSP Loan Program and new SMART Loan Program.
- Founded in 1957, AGF is one of Canada’s premier investment management companies, serving more than one million investors with $44 billion in AUM, including Primerica Concert and Common Sense Funds.
- With offices in Canada, the United States, Europe and Asia, AGF’s team of investment professionals manage a diversified family of investment products.
Mike Farrell
Executive Vice President, U.S. Distribution
Since it began its operations in 1868, MetLife has a long history of leadership and integrity, and now provides annuity products to Primerica.
- MetLife is one of the most trusted names – and well-respected brands – in the world.
- Over 90 million customers worldwide1 and over 90 of the nation’s top one hundred FORTUNE 500®2 companies trust MetLife to provide financial tools.
- November 1, 2010
- FORTUNE 500®, April 2010. FORTUNE 500 ® is a registered trademark of FORTUNE® magazine, a division of Time, Inc.
Chris Boruff
President, Software Division
Morningstar is the leading provider of independent investment data, tools and research, and supports Primerica with its industry leading expertise.
- The Morningstar Client Account Manager is a one-stop investment center for PFSI registered representatives to serve their securities clients and build their business like never before.
- Morningstar is one of the most trusted names in the industry, serving 7.4 million investors, 245,000 financial advisors and 4,200 institutional clients worldwide.
Matt McAluney
Vice President, Sales
Equifax empowers businesses and consumers with information they can trust, and through its partnership with Primerica created DebtWatchers™ to help clients create a plan to become debt free.
- A global leader in information solutions, Equifax is a member of the Standard & Poor’s (S&P) 500® Index and its common stock is traded on the NYSE under the symbol “EFX.”
- Headquartered in Atlanta, Equifax operates in the U.S. and 14 other countries throughout North America, Latin America and Europe.
Rob Slingerland
CEO, Answer Financial
Answer Financial (AFI) offers auto and home insurance products in all 50 states, and partners with Primerica to present Primerica Secure.
- AFI features the largest comparative quoting system with 20+ top national insurers, including The Hartford, Progressive, SAFECO, Travelers, Infinity and many more.
- Through its licensed producer Insurance Answer Center, AFI is one of the largest property and casualty insurance producers, which allows them to offer some of the most competitive rates available.
Buck Stinson
President, Long Term Care
With a heritage dating back to 1871, Genworth Financial believes in building and maintaining strong relationships with distribution partners like Primerica.
- Genworth Financial is a FORTUNE 500® global financial services company with more than $100 billion in assets.
- Since 1974, Genworth Financial has been educating people about the importance of planning for long term care, and has more experience than any other long term care insurance company in the market today.
Mark Brown
Co-CEO & President, Pre-Paid Legal
Established in 1972, Pre-Paid Legal Services® was one of the first companies in the U.S. to market legal expense plans, and now provides services to over 1.5 million families across the U.S. and Canada.
- Pre-Paid Legal, through a cooperative effort with Primerica, offers legal protection services through the Primerica Legal Protection Program.
- Individual lawyers and firms of all sizes have been selected as part of the company’s vast provider law firm network, based on member compatibility and service philosophy.
Franklin Templeton
With over 60 years of experience and over $570 billion in assets under management, Franklin Templeton has been a long-time partner with Primerica in the investment business.
- Franklin Templeton’s distinct multi-manager structure combines the specialized expertise of three world-class investment management groups – Franklin, Templeton and Mutual Series.
- Franklin Templeton has 23.3 million shareholder accounts worldwide, supported by 485 investment professionals and 7,800 employees worldwide with offices in over 30 countries.1
- As of June 30, 2010
