Primerica Online Tools

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This user-friendly tool makes it easy to generate individual or household (client and spouse) life insurance quotes in a matter of minutes.

• Generate separate life insurance quotes but display together within the same Quick Quote, including combined coverage and premium for the household.
• Create a new life app directly from the Quick Quote and import product and coverage selections for each applicant, making the transition to the life sale streamlined and efficient!

Easily engage your clients with a guided analysis of their life insurance and retirement savings needs. Show families how much protection they need to achieve their goals - in as little as 10 minutes!

Drill down deeper with the web-based Turbo FNA, which enables you to engage your client's financial goals with more detailed information including:

• Overall Financial Health - retirement savings, life insurance, debt payoff, emergency fund, education, legal protection, auto & home insurance, net worth, and budgeting.
• Detailed Retirement Analysis - Social Security, Pension Plan, employer pension, special retirement expenses, additional retirement income and detailed asset information.

This tool is designed to help you calculate the amount of monthly savings your client will need to meet their retirement goals by determining their Financial Independence Number.

• This tool considers the clients' retirement income goal, current savings, monthly savings amount, length of retirement, rates of return, and the inflation rate.
• It also shows clients where they currently stand and what they need to meet their future goals.

This helpful tool provides a quick way to assess total life insurance needs for both the client and their spouse.

• You can also export this information directly into a Quick Quote to provide a premium amount based on their life insurance needs.

These calculators are designed to provide clients with an illustrated hypothetical calculation of their savings and their loan needs.

• Create and share results (via PDF) showing your clients the power of compound interest in the savings calculator and the benefits of paying off debt faster with additional payments in the loan calculator.