Primerica is a financial services firm offering mutual funds, annuities and life insurance to consumers. It is a direct marketing company that recruits and trains representatives. Higher-level representatives and leadership lead recruit development along with an online resource known as Primerica Online. Representatives can cancel a Primerica Online membership by contacting customer service.
Representative Vs. Consumer Sites
Primerica Online is the representative site located at www.primericaonline.com. This isn't to be confused with the consumer website where clients are able to access account information. That site is www.primerica.com. Representatives don't have access to consumer log in or profile information through the consumer site. Representative canceling the membership or leaving Primerica has no effect on a consumer's investments.
Define the Primerica Online Membership
Two types of memberships exist for representatives at Primerica Online. The first membership is free. This offers training for product certification that is essential to being licensed and appointed to represent specific financial products. This is a basic subscription available to all Primerica sales representatives. A second paid membership is designed to enhance a sales representative's ability to sell and manage his business. Reporting tools, enhanced sales training and premium mentoring events are available via the paid membership.
Cancel Primerica Online
Consider the reasons for canceling Primerica Online. For a representative remaining with the company but seeking to reduce costs, canceling the paid membership subscription while still maintaining the free account makes a lot of sense. It serves to reduce costs, but keeps representatives in the loop of company products and services. For a representative leaving Primerica completely, canceling both the paid and free membership profile is the desired activity.
Cancel the subscription by going to the main Primerica Online website. Current members log in and select "limited" membership through the "My Account" service section. This converts a paid membership to a free one.
Removing an entire profile, including free ones, requires an additional step. Go to the website where you'll see a phone number and email address pop up when you scroll over the "Support" menu tab in the upper right corner of the screen. Call 888-737-2255 or email firstname.lastname@example.org and explain your desire to cancel membership completely. Paid cancelations become effective in the month following the notice.
Remove Appointments with Primerica
For representative severing ties with Primerica completely, contact up-line leadership. Primerica representatives maintain state insurance licensing for life and health and also have a Financial Industry Regulatory Authority (FINRA) Series 6. Primerica will need to process a "U5" to clear a representative's affiliation ending the licensing affiliation with Primerica. Either Primerica or the representative must also contact the state's department of insurance to remove all insurance appointments. This allows a representative to be hired at a different financial services or insurance firm.
With more than 15 years of professional writing experience, Kimberlee finds it fun to take technical mumbo-jumbo and make it fun! Her first career was in financial services and insurance.