Primerica Achieves New Milestones, Kicking Off 2026 With Its Largest Senior Leadership Meeting Ever

Key Terms

assets under management financial

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

nmls id regulatory

A NMLS ID is a unique identifier issued through the Nationwide Multistate Licensing System used to register and track mortgage lenders and loan officers. Like a driver’s license number for mortgage professionals, it lets investors and the public confirm a lender’s licensing status, view any disciplinary history, and assess regulatory risk—information that can affect a company’s legal standing, reputation, and financial outlook.

mortgage broker financial

A mortgage broker is an intermediary who helps people and businesses find and apply for home loans by comparing multiple lenders’ offers and handling paperwork, like a matchmaker who shops around to find the best loan terms for a buyer. Investors care because brokers influence how easily borrowers obtain credit, which affects home sales, loan volumes, interest-rate spreads and the performance of mortgage-backed investments and bank lending portfolios — all key drivers of housing-related profits and risks.

DULUTH, Ga.--(BUSINESS WIRE)-- Primerica, Inc. (NYSE: PRI), a leading provider of financial products and services in the U.S. and Canada, will kick off the new year on Jan. 7-8 with a virtual gathering of more than 1,000 of its top field leaders, the largest senior leadership gathering in the company’s history.

“In 2025, more than 151,500 ¹ life-licensed insurance representatives served middle-income families across North America, helping them to work toward achieving their financial goals. We issued nearly $112 billion in term life insurance, bringing coverage in force to a record $968 billion. Most importantly, we paid more than $1.8 billion in death claims, providing critical support to families when it mattered most,” said Glenn J. Williams, CEO of Primerica. “That same focus on long-term security helped clients invest nearly $15 billion toward their future, pushed assets under management to a record $128 billion and helped families access more than $665 million in mortgages to manage debt or buy a home².”

As part of the company’s continued drive to expand its distribution capabilities, over 360,000 new representatives were recruited throughout 2025, resulting in over 48,500 new life-licensed representatives. The company also ended the year with over 2,400 newly securities-licensed representatives, bringing the company’s total number of licensed securities representatives to over 25,600.

¹ All production results contained herein are preliminary.
² Total mortgage origination volume includes mortgages in the United States and Canada. A representative’s ability to market mortgage products is subject to state and federal licensing requirements. U.S. Mortgage & Home Equity Loans: Primerica Mortgage, LLC, NMLS ID # 1723477 (https://nmlsconsumeraccess.org). EQUAL HOUSING OPPORTUNITY. Primerica Mortgage, LLC is a state licensed Mortgage Broker, with its headquarters office located at 1 Primerica Parkway, Duluth, GA 30099-0001. Phone Number: 1-855-357-1054. Mortgage products are offered through a contractual agreement between Primerica Mortgage, LLC and a third-party lender (U.S. only). For additional disclosures and a complete list of states where residential mortgage loans are offered, please visit https://bit.ly/PriMortgage. Mortgage Loans (Canada): Primerica does not deal in mortgages or debt consolidation lending. Primerica representatives make simple referrals to 8Twelve Mortgage Corp. and Rocket Mortgage Canada ULC (discontinued after June 2025) for mortgages and debt consolidation loans secured by residential real estate.

About Primerica, Inc.

Primerica, Inc., headquartered in Duluth, GA, is a leading provider of financial products and services to middle-income households in North America. Independent licensed representatives educate Primerica clients about how to better prepare for a more secure financial future by assessing their needs and providing appropriate solutions through term life insurance, which we underwrite, and mutual funds, annuities and other financial products, which we distribute primarily on behalf of third parties. We insured over 5.5 million lives and had approximately 3.0 million client investment accounts on December 31, 2024. Primerica, through its insurance company subsidiaries, was the #3 issuer of Term Life insurance coverage in the United States and Canada in 2024. Primerica stock is included in the S&P MidCap 400 and the Russell 1000 stock indices and is traded on The New York Stock Exchange under the symbol “PRI”. For more information, visit www.primerica.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260102761762/en/

Media Contact

Gana Ahn

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Email: Gana.Ahn@primerica.com

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Source: Primerica, Inc.