I agree with Mary H as I was a consumer that invested in mutuals sold to me by this so called per son who said she was my friend etc etc. I invested our whole and complete retirement money only to be advised by the advisor not to do certain ex.
Payoff mortgage s that amount Ed to nearly 800,000.00. Anyways as the story goes I signed an investment application then I asked for a copy of it some months later she told me that she thinks it's documented and shredded. Anyways one of the mortgages was a business loan and decided to pay it off the 2nd mortgage holder kept renewing it annually and putting high administrative fees at it yearly . This was one of mortgages this advisor told me not to pay off lol.
Anyways after I paid it off it depleted the investment . I then found out forgery going on. I was finally able to get copies of the investment application none of the signatures were mine plus the information on it is wrong. I took all this to Primerica and the determination from them was that they agreed the signatures were forged but unable to determine if it was my advisor doing the forgery.
I took it to court the lawyer was looking for security for costs, so they price you out of the market. So run run run when you hear Primerica
Review about: Primerica Retirement Plan.
Reason of review: Problems with payment.