Mga Batayang Estadistika
| LEI | 254900621R686KJR7022 |
| CIK | 1475922 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Primerica, Inc.
SEC Filings (Chronological Order)
Halaman ini menyediakan daftar lengkap dan kronologis dari Pengajuan SEC, tidak termasuk pengajuan kepemilikan yang kami sediakan di tempat lain.
| August 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, |
|
| August 6, 2025 |
Supplemental Financial Information Second Quarter 2025 Exhibit 99.2 Supplemental Financial Information Second Quarter 2025 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| August 6, 2025 |
PRIMERICA REPORTS SECOND QUARTER 2025 RESULTS Life-licensed sales force reached 152,592, up 5% year-over-year Term Life adjusted direct premiums increased 5%; net premiums grew 4% Investment and Savings Products (ISP) sales of $3. |
|
| August 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): August 6, 2025 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Num |
|
| May 15, 2025 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 14, 2025 Primerica, Inc. (Exact name of registrant as specified in its charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Numbe |
|
| May 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica |
|
| May 7, 2025 |
PRIMERICA REPORTS FIRST QUARTER 2025 RESULTS Life-licensed sales force increased to 152,167, up 7% year-over-year Record Investment and Savings Products ("ISP") sales of $3. |
|
| May 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 7, 2025 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Number |
|
| May 7, 2025 |
Supplemental Financial Information First Quarter 2025 Exhibit 99.2 Supplemental Financial Information First Quarter 2025 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| April 1, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
|
| April 1, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin |
|
| March 3, 2025 |
Form of Debt Securities Indenture EXHIBIT 4.9 PRIMERICA, INC. INDENTURE Dated as of , 20 DEBT SECURITIES [TRUSTEE] Trustee Reconciliation and tie between Trust Indenture Act of 1939 and Indenture* Trust Indenture Act Section Indenture Section § 310 (a) 11.04(a), 16.02 (b) 11.01(f), 11.04(b), 11.05(1), 16.02 (b)(1) 11.04(b), 16.02 § 311 11.01(f), 16.02 § 312 14.02(d), 16.02 (b) 11.10, 16.02 (c) 11.10, 16.02 § 313 (a) 10.01(a), 16.0 |
|
| March 3, 2025 |
As filed with the Securities and Exchange Commission on March 3, 2025 As filed with the Securities and Exchange Commission on March 3, 2025 Registration No. |
|
| March 3, 2025 |
Statement of Eligibility of Computershare Trust Company, National Association on Form T-1 EXHIBIT 25.2 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) [] Computershare Trust Company, National Association (Exact name of trustee as specified in its charter) |
|
| March 3, 2025 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) Primerica, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry F |
|
| February 28, 2025 |
Subsidiaries of the Registrant. EXHIBIT 21.1 Subsidiaries of the Registrant Name Jurisdiction of Incorporation or Organization Primerica Life Insurance Company Tennessee Primerica Financial Services, LLC Nevada PFS Investments Inc. Georgia Primerica Shareholder Services, Inc. Delaware Primerica Brokerage Services, Inc. Georgia Primerica Financial Services (Canada) Ltd. Canada Primerica Life Insurance Company of Canada Canada PFS |
|
| February 28, 2025 |
EXHIBIT 10.32 PRIMERICA, INC. EXECUTIVE TEAM RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to Glenn J. Williams (the “Participant”) Stock Units (the “Restricted Stock Units”) pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed in the Plan and in this Employee Restricted Stock Unit Award Ag |
|
| February 28, 2025 |
EXHIBIT 10.30 PRIMERICA, INC. EXECUTIVE TEAM RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) Stock Units (the “Restricted Stock Units”) pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed in the Plan and in this Employee Restricted Stock Unit Award Agreement (th |
|
| February 28, 2025 |
EXHIBIT 10.33 PRIMERICA, INC. RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) Stock Units pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed below (the “Restricted Stock Units”). Terms applicable to the Restricted Stock Units are contained in the Plan and in th |
|
| February 28, 2025 |
EXHIBIT 10.27 PRIMERICA, INC. PERFORMANCE STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) performance-based Stock Units pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed below (the “Performance Stock Units”). Terms applicable to the Performance Stock Units are contained |
|
| February 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, Inc |
|
| February 28, 2025 |
Primerica, Inc. Insider Trading Policy - EXHIBIT 19.1 Insider Trading Policy ALL INQUIRIES RELATED TO THIS POLICY SHOULD BE DIRECTED TO: OWNER: STACEY GEER, EVP, CHIEF GOVERNANCE AND RISK OFFICER CONTACT(S): STACEY GEER, EVP, CHIEF GOVERNANCE AND RISK OFFICER ISSUE DATE: APRIL 2010 REVISED: February 14, 2025 1 - Table of Contents 1 OVERVIEW 3 2 POLICY 4 3 GUIDELINES AND PROCEDURES 5 APPENDIX A: Pre-Clearance Contact Information A-1 APP |
|
| February 11, 2025 |
PRIMERICA REPORTS FOURTH QUARTER 2024 RESULTS Momentum in recruiting and licensing drove life-licensed sales force to a record 151,611, up 7% Investment and Savings Products ("ISP") sales up 41%; ending client asset values grew 16% Term Life net premiums grew 4%; adjusted direct premiums increased 6% Net earnings per diluted share from continuing operations (EPS) of $4. |
|
| February 11, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): February 11, 2025 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File |
|
| February 11, 2025 |
Supplemental Financial Information Fourth Quarter 2024 Exhibit 99.2 Supplemental Financial Information Fourth Quarter 2024 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| December 12, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): December 12, 2024 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File |
|
| November 14, 2024 |
PRI / Primerica, Inc. / Brave Warrior Advisors, LLC Passive Investment SC 13G/A 1 bravewarrior-pri093024a3.htm SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 3)* Primerica, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 74164M108 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo |
|
| November 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Prime |
|
| November 7, 2024 |
Material Impairments, Costs Associated with Exit or Disposal Activities, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): July 16, 2024 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) ( |
|
| November 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): November 6, 2024 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File N |
|
| November 6, 2024 |
Exhibit 99.1 PRIMERICA REPORTS THIRD QUARTER 2024 RESULTS Life-licensed sales force grew 7% driven by solid recruiting and a 17% increase in new life licenses Term Life net premiums grew 5%; adjusted direct premiums up 6% Issued Term Life face amount of $31 billion, up 5%; total in force coverage of $958 billion Investment and Savings Products sales of $2.9 billion, up 34% Investment and Savings P |
|
| November 6, 2024 |
Supplemental Financial Information Third Quarter 2024 Exhibit 99.2 Supplemental Financial Information Third Quarter 2024 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| November 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): October 28, 2024 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File N |
|
| September 24, 2024 |
Primerica Names Robert H. Peterman, Jr. as Successor to Chief Operating Officer EXHIBIT 99.1 Primerica Names Robert H. Peterman, Jr. as Successor to Chief Operating Officer DULUTH, Ga., Sept. 24, 2024 - Primerica, Inc. (NYSE:PRI), a leading provider of financial services and products to middle-income families in the United States and Canada, today announced the appointment of Robert H. Peterman Jr. to the role of Executive Vice President and Chief Operating Officer, reporting |
|
| September 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): September 23, 2024 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File |
|
| August 30, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): August 30, 2024 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Nu |
|
| August 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, |
|
| August 7, 2024 |
Supplemental Financial Information Second Quarter 2024 Exhibit 99.2 Supplemental Financial Information Second Quarter 2024 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| August 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): August 7, 2024 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Num |
|
| August 7, 2024 |
Exhibit 99.1 PRIMERICA REPORTS SECOND QUARTER 2024 RESULTS New life licenses up 14%, driving sales force to record 145,789 representatives Term Life net premiums increased 4%; adjusted direct premiums increased 5% Issued Term Life face amount of $33 billion; total in force coverage of $951 billion Investment and Savings Products sales of $3.1 billion, up 29% Investment and Savings Products client |
|
| July 16, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): July 16, 2024 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Numb |
|
| July 16, 2024 |
Primerica Announces its Intention to Exit Senior Health Business EXHIBIT 99.1 Primerica Announces its Intention to Exit Senior Health Business Duluth, GA, Jul. 16, 2024 – Primerica, Inc. (NYSE:PRI) announced today that after carefully considering various options, the Board of Directors has opted to exit its senior health business by relinquishing ownership of e-TeleQuote Insurance, Inc. (e-TeleQuote). The senior health subsidiary, acquired in July 2021, does no |
|
| May 9, 2024 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUAN TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 8, 2024 Primerica, Inc. (Exact name of registrant as specified in its charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Number) |
|
| May 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica |
|
| May 6, 2024 |
Supplemental Financial Information First Quarter 2024 Exhibit 99.2 Supplemental Financial Information First Quarter 2024 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| May 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 6, 2024 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Number |
|
| May 6, 2024 |
Exhibit 99.1 PRIMERICA REPORTS FIRST QUARTER 2024 RESULTS Continued momentum in recruiting and licensing, up 18% and 16%, respectively Life-licensed sales force ended the quarter at 142,855, up 5% Term Life net premiums grew 5%; adjusted direct premiums grew 6% Investment and Savings Products sales of $2.8 billion, up 20% Investment and Savings Products client asset values up 18%, ending the quart |
|
| March 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2) |
|
| March 27, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitte |
|
| February 28, 2024 |
EXHIBIT 10.30 PRIMERICA, INC. EXECUTIVE TEAM RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) Stock Units (the “Restricted Stock Units”) pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed in the Plan and in this Employee Restricted Stock Unit Award Agreement (th |
|
| February 28, 2024 |
Subsidiaries of the Registrant. EXHIBIT 21.1 Subsidiaries of the Registrant Name Jurisdiction of Incorporation or Organization Primerica Life Insurance Company Tennessee Primerica Financial Services, LLC Nevada PFS Investments Inc. Georgia Primerica Shareholder Services, Inc. Delaware Primerica Brokerage Services, Inc. Georgia Primerica Financial Services (Canada) Ltd. Canada Primerica Life Insurance Company of Canada Canada PFS |
|
| February 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, Inc |
|
| February 28, 2024 |
Incentive Compensation Recovery Policy EXHIBIT 97.1 Incentive Compensation Recovery Policy ALL INQUIRIES RELATED TO THIS POLICY SHOULD BE DIRECTED TO: OWNER: COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS CONTACT(S): STACEY GEER, EVP, CHIEF GOVERNANCE OFFICER 470-564-6644 ISSUE DATE: May 17, 2023 1 1 OVERVIEW 1.1 Objective The Board of Directors of the Company (the “Board”) believes that it is in the best interests of the Company and |
|
| February 28, 2024 |
EXHIBIT 10.27 PRIMERICA, INC. PERFORMANCE STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) performance-based Stock Units pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed below (the “Performance Stock Units”). Terms applicable to the Performance Stock Units are contained |
|
| February 28, 2024 |
EXHIBIT 10.32 PRIMERICA, INC. RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) Stock Units pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed below (the “Restricted Stock Units”). Terms applicable to the Restricted Stock Units are contained in the Plan and in th |
|
| February 14, 2024 |
PRI / Primerica, Inc. / Brave Warrior Advisors, LLC Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. |
|
| February 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): February 13, 2024 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File |
|
| February 14, 2024 |
Supplemental Financial Information Fourth Quarter 2023 Exhibit 99.2 Supplemental Financial Information Fourth Quarter 2023 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| February 14, 2024 |
Exhibit 99.1 PRIMERICA REPORTS FOURTH QUARTER 2023 RESULTS Recruiting and licensing momentum drove life-licensed sales force to a record 141,572; up 5% compared to the prior year end Issued Term Life policies up 12% and total face amount issued up 16% Investment and Savings Product sales up 13% and ending client asset values up 15% Earnings per diluted share (EPS) of $4.30 increased 9%; return on |
|
| February 14, 2024 |
PRI / Primerica, Inc. / BAMCO INC /NY/ - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 11)* Primerica, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) Calendar Year 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whi |
|
| February 13, 2024 |
PRI / Primerica, Inc. / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 11)* PRIMERICA, INC. (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) December 31, 2023 (Date of Event which Requires Fil |
|
| February 13, 2024 |
PRI / Primerica, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01733-primericainc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 11)* Name of issuer: Primerica Inc Title of Class of Securities: Common Stock CUSIP Number: 74164M108 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the ru |
|
| December 18, 2023 |
EXHIBIT 99.1 Primerica Names Tracy Tan as Chief Financial Officer Nick Jendusa appointed as principal accounting officer DULUTH, Ga., Dec 18, 2023 - Primerica, Inc. (NYSE:PRI), a leading provider of financial products and services to middle-income families in the United States and Canada, today announced the promotion of Tracy Tan, Executive Vice President of Finance, to the position of Chief Fina |
|
| December 18, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): December 18, 2023 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File |
|
| December 6, 2023 |
PRIMERICA BOARD OF DIRECTORS ELECTS FORMER GE EXECUTIVE DARRYL WILSON AS NEWEST BOARD MEMBER EXHIBIT 99.1 PRIMERICA BOARD OF DIRECTORS ELECTS FORMER GE EXECUTIVE DARRYL WILSON AS NEWEST BOARD MEMBER DULUTH, Ga. – Primerica, Inc. (NYSE:PRI) today announced the election of Darryl L. Wilson to fill the vacancy in the Company’s Board of Directors. His term will begin on February 17, 2024. Mr. Wilson is the founder, chairman and president of The Wilson Collective, a business advisory and inves |
|
| December 6, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): December 6, 2023 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File N |
|
| November 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Prime |
|
| November 8, 2023 |
Supplemental Financial Information Third Quarter 2023 Exhibit 99.2 Supplemental Financial Information Third Quarter 2023 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| November 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): November 7, 2023 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File N |
|
| November 8, 2023 |
Exhibit 99.1 PRIMERICA REPORTS THIRD QUARTER 2023 RESULTS Life-licensed sales force grew 4% to 139,053, driven by continued strength in recruiting and licensing Term Life pre-tax income grew 7%; Issued Term Life policies up 9% and total face amount issued up 13% Investment and Savings Products pre-tax income grew 9%; Average client asset values up 10% Net earnings per diluted share (EPS) of $4.23 |
|
| September 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): September 13, 2023 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File |
|
| September 14, 2023 |
Employment Agreement, dated as of September 13, 2023, between Primerica, Inc. and Ms. Tracy X. Tan. Exhibit 10.1 EMPLOYMENT AGREEMENT This Employment Agreement (the “Agreement”) is entered into by and between Primerica, Inc. (the “Company”), and TRACY TAN (the “Executive”) dated as of the 13th day of September 2023. WHEREAS, the Chief Executive Officer (“CEO”) of the Company has determined that it is in the best interests of the Company and its stockholders to employ the Executive as the Company |
|
| September 14, 2023 |
Primerica Names Tracy Tan as Successor to Chief Financial Officer EX-99.1 Exhibit 99.1 Primerica Names Tracy Tan as Successor to Chief Financial Officer DULUTH, Ga., Sept. 14, 2023—Primerica, Inc. (NYSE:PRI), a leading provider of financial services to middle-income families in the United States and Canada, today announced the appointment of Tracy Tan to the role of Executive Vice President, Finance reporting to the company’s Chief Executive Officer, Glenn Willi |
|
| September 14, 2023 |
EX-10.2 Exhibit 10.2 PRIMERICA, INC. EXECUTIVE TEAM RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to Tracy Tan (the “Participant”) Stock Units (the “Restricted Stock Units”) pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed in the Plan and in this Employee Restricted Stock Unit Award Agr |
|
| August 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, |
|
| August 7, 2023 |
Supplemental Financial Information As Adjusted for ASU 2018-12 Fourth Quarter 2022 Exhibit 99.3 Supplemental Financial Information As Adjusted for ASU 2018-12 Fourth Quarter 2022 This document is a revision of the restated fourth quarter 2022 financial supplement furnished as an exhibit to the 8-K filed on May 2, 2023 and corrects certain immaterial misstatements identified in the prior period results related to the adoption of LDTI. These immaterial misstatements were specifica |
|
| August 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): August 7, 2023 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Num |
|
| August 7, 2023 |
Exhibit 99.1 PRIMERICA REPORTS SECOND QUARTER 2023 RESULTS 10% increase in new life-licensed representatives fuels 4% growth in life-licensed sales force to nearly 138,000 Issued nearly 97,000 new Term Life policies, up 9%; total face amount issued during the quarter of $32 billion, up 16% Investment and Savings Products results improving as equity markets strengthened over the last few quarters N |
|
| August 7, 2023 |
Supplemental Financial Information Second Quarter 2023 Exhibit 99.2 Supplemental Financial Information Second Quarter 2023 Financial information in this document prior to the second quarter of 2023 has been revised from the information originally included in the first quarter 2023 financial supplement furnished as an exhibit to the 8-K filed on May 8, 2023 and corrects certain immaterial misstatements identified in the prior period results related to |
|
| May 18, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUAN TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 17, 2023 Primerica, Inc. (Exact name of registrant as specified in its charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Number |
|
| May 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica |
|
| May 9, 2023 |
Exhibit 10.2 FIRST AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT This FIRST AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”), dated as of April 5, 2023 is entered into among PRIMERICA, INC., a Delaware corporation (the “Borrower”), the Lenders party hereto, and WELLS FARGO BANK, NATIONAL ASSOCIATION, as Administrative Agent. RECITALS WHEREAS, the Borrower, the Lenders, an |
|
| May 9, 2023 |
Third Amended and Restated By-laws of Primerica, Inc., effective March 1, 2023 Exhibit 10.1 THIRD AMENDED AND RESTATED BY-LAWS OF PRIMERICA, INC. A Delaware corporation Effective March 1, 2023 Table of Contents Page ARTICLE I OFFICES Section 1. Registered Office 1 Section 2. Other Offices 1 ARTICLE II MEETINGS OF STOCKHOLDERS Section 1. Place of Meetings 1 Section 2. Annual Meetings 1 Section 3. Special Meetings 2 Section 4. Notice 2 Section 5. Nature of Business at Meetings |
|
| May 8, 2023 |
Supplemental Financial Information First Quarter 2023 Exhibit 99.2 Supplemental Financial Information First Quarter 2023 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| May 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 8, 2023 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Number |
|
| May 8, 2023 |
Exhibit 99.1 PRIMERICA REPORTS FIRST QUARTER 2023 RESULTS New life-licensed representatives up 11% with life-licensed sales force ending the quarter at 136,430, up 5% Term Life face amount issued up 14% to $28.1 billion Investment and Savings Products positive net flows of $642 million, however market volatility continues to pressure sales and client asset values Senior Health approved policies an |
|
| May 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 2, 2023 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Number |
|
| May 2, 2023 |
Supplemental Financial Information As Adjusted for ASU 2018-12 Fourth Quarter 2022 Exhibit 99.1 Supplemental Financial Information As Adjusted for ASU 2018-12 Fourth Quarter 2022 Effective January 1, 2023, we adopted FASB ASU 2018-12 "Targeted Improvements to the Accounting for Long-Duration Contracts" (or "LDTI"). We have retrospectively restated 2021 and 2022 financial statements in compliance with the new accounting standard, with 2021 full year and 2022 quarterly restated re |
|
| April 6, 2023 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) |
|
| April 6, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14 |
|
| March 3, 2023 |
Third Amended and Restated By-laws of Primerica, Inc. SECONDTHIRD AMENDED AND RESTATED BY-LAWS OF PRIMERICA, INC. A Delaware corporation Effective February 26March 1, 20202023 Table of Contents Page ARTICLE I OFFICES Section 1. Registered Office 1 Section 2. Other Offices 1 ARTICLE II MEETINGS OF STOCKHOLDERS Section 1. Place of Meetings 1 Section 2. Annual Meetings 1 Section 3. Special Meetings 12 Section 4. Notice 2 Section 5. Nature of Business at |
|
| March 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): March 1, 2023 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Numb |
|
| February 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, Inc |
|
| February 28, 2023 |
Exhibit 10.30 PRIMERICA, INC. EMPLOYEE RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) Stock Units (the “Restricted Stock Units”) pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed in the Plan and in this Employee Restricted Stock Unit Award Agreement (the “Awa |
|
| February 28, 2023 |
Exhibit 10.34 PRIMERICA, INC. RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) Stock Units pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed below (the “Restricted Stock Units”). Terms applicable to the Restricted Stock Units are contained in the Plan and in th |
|
| February 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): February 27, 2023 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File |
|
| February 28, 2023 |
Exhibit 10.27 PRIMERICA, INC. PERFORMANCE STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) performance-based Stock Units pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed below (the “Performance Stock Units”). Terms applicable to the Performance Stock Units are contained |
|
| February 23, 2023 |
Supplemental Financial Information Fourth Quarter 2022 Exhibit 99.2 Supplemental Financial Information Fourth Quarter 2022 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| February 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): February 23, 2023 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File |
|
| February 23, 2023 |
EX-99 2 pri-ex991.htm EX-99.1 Exhibit 99.1 PRIMERICA REPORTS FOURTH QUARTER 2022 RESULTS Life-licensed sales force grew 4.4% to a record 135,208 representatives Term Life net premiums increased 5%; adjusted direct premiums increased 6% Investment and Savings Products sales reached $10 billion for full year 2022; second largest in Company history despite equity market volatility Executed a successf |
|
| February 14, 2023 |
PRI / Primerica, Inc. / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC - NONE Passive Investment SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 10)* Primerica (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant t |
|
| February 14, 2023 |
PRI / Primerica, Inc. / BAMCO INC /NY/ - NONE Passive Investment SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 10)* Primerica, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) Calendar Year 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pur |
|
| February 14, 2023 |
PRI / Primerica, Inc. / Brave Warrior Advisors, LLC Passive Investment SC 13G/A 1 bravewarrior-pri123122a1.htm SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* Primerica, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 74164M108 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box |
|
| February 9, 2023 |
PRI / Primerica, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01706-primericainc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 10)* Name of issuer: Primerica Inc. Title of Class of Securities: Common Stock CUSIP Number: 74164M108 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the r |
|
| November 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Prime |
|
| November 8, 2022 |
Supplemental Financial Information Third Quarter 2022 Exhibit 99.2 Supplemental Financial Information Third Quarter 2022 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| November 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): November 8, 2022 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File N |
|
| November 8, 2022 |
Exhibit 99.1 PRIMERICA REPORTS THIRD QUARTER 2022 RESULTS Life-licensed sales force grew 3% driven by strong new life licenses Term Life net premiums increased 6%; adjusted direct premiums increased 7% Investment and Savings Products sales of $2.2 billion declined 23% reflecting market conditions; net client inflows remained positive at $0.7 billion Net earnings per diluted share (EPS) of $1.37 (i |
|
| August 9, 2022 |
Exhibit 10.1 Execution Version ASSIGNMENT, TRANSFER AND NOVATION AGREEMENT This ASSIGNMENT, TRANSFER AND NOVATION AGREEMENT, dated as of June 23, 2022 (this ?Agreement?), is entered into by and among Primerica Life Insurance Company, a Tennessee life insurance company (?PLIC?), Pecan Re Inc., a Vermont special purpose financial insurance company (?Pecan Re?) and Swiss Re Life & Health America Inc. |
|
| August 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, |
|
| August 9, 2022 |
Exhibit 10.3 Execution Version REINSURANCE TRUST AGREEMENT Dated as of June 23, 2022 among SWISS RE LIFE & HEALTH AMERICA INC., as Grantor PRIMERICA LIFE INSURANCE COMPANY, as Beneficiary and THE BANK OF NEW YORK MELLON, as Trustee 1007616079v11 TABLE OF CONTENTS PAGE 1. Deposit of Assets to the Trust Account 3. 2. Withdrawal of Assets from the Trust Account 4. 3. Application of Assets 5. 4. Redem |
|
| August 9, 2022 |
Exhibit 10.2 Execution Version SECOND AMENDED AND RESTATED 80% COINSURANCE AGREEMENT by and between PRIMERICA LIFE INSURANCE COMPANY (the ?Ceding Company?) and SWISS RE LIFE & HEALTH AMERICA INC. (the ?Reinsurer?) Dated June 23, 2022 1007603798v5 TABLE OF CONTENTS Page Article I Definitions Section 1.1 Definitions2 Article II Reinsurance Section 2.1 Reinsurance9 Section 2.2 Exclusions9 Section 2.3 |
|
| August 8, 2022 |
Supplemental Financial Information Second Quarter 2022 Exhibit 99.2 Supplemental Financial Information Second Quarter 2022 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| August 8, 2022 |
Exhibit 99.1 PRIMERICA REPORTS SECOND QUARTER 2022 RESULTS New life licenses increased 14%, driving sales force to 132,149 representatives Term Life net premiums increased 7%; adjusted direct premiums increased 8% Excess COVID-related death claims largely normalized, $2 million incurred during the quarter Investment and Savings Products sales of $2.7 billion, net client inflows of $0.9 billion Net |
|
| August 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): August 8, 2022 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Num |
|
| May 12, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUAN TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 11, 2022 Primerica, Inc. (Exact name of registrant as specified in its charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Number |
|
| May 6, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica |
|
| May 5, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 5, 2022 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Number |
|
| May 5, 2022 |
Exhibit 99.1 PRIMERICA REPORTS FIRST QUARTER 2022 RESULTS Life-licensed sales force grew from the prior quarter end to 130,206 Term Life net premiums increased 9%; adjusted direct premiums increased 10% with sales remaining above pre-pandemic levels Investment and Savings Products sales of $3.1 billion increased 7% Continued headwinds in the Senior Health segment Net earnings per diluted share (EP |
|
| May 5, 2022 |
Supplemental Financial Information First Quarter 2022 Exhibit 99.2 Supplemental Financial Information First Quarter 2022 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| March 30, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14 |
|
| March 30, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive |
|
| March 1, 2022 |
As filed with the Securities and Exchange Commission on March 1, 2022 As filed with the Securities and Exchange Commission on March 1, 2022 Registration No. |
|
| March 1, 2022 |
Exhibit 10.26 PRIMERICA, INC. PERFORMANCE STOCK UNIT AWARD AGREEMENT Primerica, Inc. (?Primerica?) hereby grants to [NAME] (the ?Participant?) performance-based Stock Units pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the ?Plan?), subject to the conditions and restrictions detailed below (the ?Performance Stock Units?). Terms applicable to the Performance Stock Units are contained |
|
| March 1, 2022 |
Statement of Eligibility of Computershare Trust Company, National Association on Form T-1 Exhibit 25.2 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) [] Computershare Trust Company, National Association (Exact name of trustee as specified in its charter) |
|
| March 1, 2022 |
Form of Debt Securities Indenture Exhibit 4.9 PRIMERICA, INC. INDENTURE Dated as of , 20 DEBT SECURITIES [TRUSTEE] Trustee Reconciliation and tie between Trust Indenture Act of 1939 and Indenture* Trust Indenture Act Section Indenture Section ? 310 (a) 11.04(a), 16.02 (b) 11.01(f), 11.04(b), 11.05(1), 16.02 (b)(1) 11.04(b), 16.02 ? 311 11.01(f), 16.02 ? 312 14.02(d), 16.02 (b) 11.10, 16.02 (c) 11.10, 16.02 ? 313 (a) 10.01(a), 16.0 |
|
| March 1, 2022 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) Primerica, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry F |
|
| March 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, Inc |
|
| March 1, 2022 |
Exhibit 10.29 PRIMERICA, INC. EMPLOYEE RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (?Primerica?) hereby grants to [NAME] (the ?Participant?) Stock Units (the ?Restricted Stock Units?) pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the ?Plan?), subject to the conditions and restrictions detailed in the Plan and in this Employee Restricted Stock Unit Award Agreement (the ?Awa |
|
| March 1, 2022 |
Exhibit 10.33 PRIMERICA, INC. RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (?Primerica?) hereby grants to [NAME] (the ?Participant?) Stock Units pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the ?Plan?), subject to the conditions and restrictions detailed below (the ?Restricted Stock Units?). Terms applicable to the Restricted Stock Units are contained in the Plan and in th |
|
| February 14, 2022 |
PRI / Primerica, Inc. / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC - NONE Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 9)* Primerica (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is f |
|
| February 14, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): February 14, 2022 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File |
|
| February 14, 2022 |
Supplemental Financial Information Fourth Quarter 2021 Exhibit 99.2 Supplemental Financial Information Fourth Quarter 2021 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| February 14, 2022 |
PRI / Primerica, Inc. / BAMCO INC /NY/ - NONE Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 9)* Primerica, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) Calendar Year 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedu |
|
| February 14, 2022 |
Exhibit 99.1 PRIMERICA REPORTS FOURTH QUARTER 2021 RESULTS Investment and Savings Products sales increased 46% with sales exceeding $3 billion for the quarter Term Life net premiums grew 10%; adjusted direct premiums grew 12% Life-licensed sales force ends the year at 129,515 as state licensing measures enacted during COVID-19 end Net earnings per diluted share (EPS) estimated at $0.87 reflecting |
|
| February 10, 2022 |
PRI / Primerica, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: Primerica Inc. Title of Class of Securities: Common Stock CUSIP Number: 74164M108 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ??Rule |
|
| November 19, 2021 |
Exhibit 4.2 EXECUTION VERSION PRIMERICA, INC., as Issuer, and COMPUTERSHARE TRUST COMPANY, N.A., as Trustee SECOND SUPPLEMENTAL INDENTURE Dated as of November 19, 2021 to INDENTURE Dated as of July 16, 2012 2.800% Senior Notes due 2031 TABLE OF CONTENTS Page ARTICLE 1. DEFINITIONS Section 1.1. Definition of Terms 2 ARTICLE 2. GENERAL TERMS AND CONDITIONS OF THE NOTES Section 2.1. Designation and P |
|
| November 19, 2021 |
Form of 2.800% Senior Notes due 2031 (No. R-2) Exhibit 4.4 THIS SECURITY IS A GLOBAL SECURITY WITHIN THE MEANING OF THE INDENTURE HEREINAFTER REFERRED TO AND IS REGISTERED IN THE NAME OF THE DEPOSITARY OR A NOMINEE OF THE DEPOSITARY, WHICH MAY BE TREATED BY THE COMPANY, THE TRUSTEE AND ANY AGENT THEREOF AS OWNER AND HOLDER OF THIS SECURITY FOR ALL PURPOSES. UNLESS THIS CERTIFICATE IS PRESENTED BY AN AUTHORIZED REPRESENTATIVE OF THE DEPOSITORY |
|
| November 19, 2021 |
Exhibit 1.1 Primerica, Inc. 2.800% Senior Notes Due 2031 Underwriting Agreement New York, New York November 16, 2021 To the Representatives named in Schedule I hereto of the several Underwriters named in Schedule II hereto Ladies and Gentlemen: Primerica, Inc., a corporation organized under the laws of Delaware (the ?Company?), proposes to sell to the several underwriters named in Schedule II here |
|
| November 19, 2021 |
Primerica, Inc. Prices Offering of $600 Million of 2.800% Senior Notes Due 2031 EX-99.1 7 d268644dex991.htm EX-99.1 Exhibit 99.1 Primerica, Inc. Prices Offering of $600 Million of 2.800% Senior Notes Due 2031 DULUTH, Ga.—November 16, 2021— Primerica, Inc. (NYSE: PRI) today announced that it has priced its registered public offering of $600 million in aggregate principal amount of its 2.800% Senior Notes due 2031 (the “Notes”). Primerica expects the offering to close on Novemb |
|
| November 19, 2021 |
Form of 2.800% Senior Notes due 2031 (No. R-1) Exhibit 4.3 THIS SECURITY IS A GLOBAL SECURITY WITHIN THE MEANING OF THE INDENTURE HEREINAFTER REFERRED TO AND IS REGISTERED IN THE NAME OF THE DEPOSITARY OR A NOMINEE OF THE DEPOSITARY, WHICH MAY BE TREATED BY THE COMPANY, THE TRUSTEE AND ANY AGENT THEREOF AS OWNER AND HOLDER OF THIS SECURITY FOR ALL PURPOSES. UNLESS THIS CERTIFICATE IS PRESENTED BY AN AUTHORIZED REPRESENTATIVE OF THE DEPOSITORY |
|
| November 19, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 19, 2021 Primerica, Inc. (Exact Name of Registrant as Specified in Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation) (Commission File Numb |
|
| November 18, 2021 |
Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-230004 CALCULATION OF REGISTRATION FEE Title of Each Class of Securities to be Registered Amount to be Registered Proposed Maximum Offering Price Proposed Maximum Aggregate Offering Price Amount of Registration Fee(1)(2)(3) 2.800% Senior Notes due 2031 $600,000,000 100% $600,000,000 $55,620.00 (1) Calculated in accordance with |
|
| November 16, 2021 |
SUBJECT TO COMPLETION PRELIMINARY PROSPECTUS SUPPLEMENT DATED NOVEMBER 16, 2021 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-230004 THE INFORMATION IN THIS PRELIMINARY PROSPECTUS SUPPLEMENT IS NOT COMPLETE AND MAY BE CHANGED. THIS PRELIMINARY PROSPECTUS SUPPLEMENT AND THE ACCOMPANYING PROSPECTUS ARE NOT AN OFFER TO SELL THESE SECURITIES AND ARE NOT SOLICITING AN OFFER TO BUY THESE SECURITIES IN ANY JURISDICTION WHERE THE OFFER OR SALE IS NOT PERMITT |
|
| November 16, 2021 |
Filed Pursuant to Rule 433 Registration No. 333-230004 November 16, 2021 PRICING TERM SHEET 2.800% Senior Notes due 2031 Issuer: Primerica, Inc. Expected Ratings (Moody?s / S&P)*: Baa1 / A- Security Title: 2.800% Senior Notes due 2031 Principal Amount: $600,000,000 Trade Date: November 16, 2021 Expected Settlement Date**: November 19, 2021 (T+3) Interest Payment Dates: May 19 and November 19, comm |
|
| November 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Prime |
|
| November 8, 2021 |
Supplemental Financial Information Third Quarter 2021 Exhibit 99.2 Supplemental Financial Information Third Quarter 2021 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| November 8, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): November 8, 2021 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File N |
|
| November 8, 2021 |
Exhibit 99.1 PRIMERICA REPORTS THIRD QUARTER 2021 RESULTS Investment and Savings Products sales increased 52% with ending client asset values at $92 billion Term Life net premiums grew 12%; adjusted direct premiums grew 13% Net earnings per diluted share (EPS) of $2.82 remained unchanged; return on stockholders? equity (ROE) of 21.8% Diluted adjusted operating EPS of $2.98, up 7%; adjusted net ope |
|
| August 6, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, |
|
| August 5, 2021 |
Supplemental Financial Information Second Quarter 2021 Exhibit 99.2 Supplemental Financial Information Second Quarter 2021 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| August 5, 2021 |
Exhibit 99.1 PRIMERICA REPORTS SECOND QUARTER 2021 RESULTS Investment and Savings Products sales surpass $3 billion Demand for protection products remains strong with over 90,000 new term life policies issued Net earnings per diluted share (EPS) of $3.22, up 28%; return on stockholders? equity (ROE) of 26.3% Diluted adjusted operating EPS of $3.25, up 33%; adjusted net operating income return on a |
|
| August 5, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): August 5, 2021 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Num |
|
| July 1, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): June 30, 2021 Primerica, Inc. (Exact name of registrant as specified in its charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Numb |
|
| July 1, 2021 |
Primerica Closes Previously Announced Acquisition of e-TeleQuote Exhibit 99.1 Primerica Closes Previously Announced Acquisition of e-TeleQuote DULUTH, GA & CLEARWATER, FL, July 1, 2021 - Primerica, Inc. (NYSE:PRI), a leading provider of financial services to middle-income families throughout the United States and Canada, announced today that the Company has closed its previously announced acquisition of 80% of Etelequote Limited?s operating subsidiaries (collec |
|
| July 1, 2021 |
Amendment to Share Purchase Agreement dated as of June 30, 2021. EXHIBIT 2.2 ACTIVE 269901630v.7 AMENDMENT TO SHARE PURCHASE AGREEMENT This AMENDMENT TO SHARE PURCHASE AGREEMENT (this ?Amendment?) is made and entered into effective as of June 30, 2021 by and among PRIMERICA, INC., a Delaware corporation (?Parent?), PRIMERICA NEWCO, INC., a Delaware corporation and wholly owned subsidiary of Primerica (?Purchaser?), ETELEQUOTE LIMITED, an exempted company limite |
|
| June 24, 2021 |
Amended and Restated Credit Agreement dated as of June 22, 2021. Exhibit 10.1 Execution version Published CUSIP Number: 74166EAC8 Revolving Credit CUSIP Number: 74166EAD6 $200,000,000 AMENDED AND RESTATED CREDIT AGREEMENT dated as of June 22, 2021, by and among PRIMERICA, Inc., as Borrower, the Lenders referred to herein, as Lenders, and WELLS FARGO BANK, NATIONAL ASSOCIATION, as Administrative Agent, Swingline Lender and Issuing Lender WELLS FARGO SECURITIES, |
|
| June 24, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): June 22, 2021 Primerica, Inc. (Exact name of registrant as specified in its charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Numb |
|
| May 13, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUAN TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 12, 2021 Primerica, Inc. (Exact name of registrant as specified in its charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Number |
|
| May 6, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica |
|
| May 5, 2021 |
EX-99.1 2 pri-ex9917.htm EX-99.1 Exhibit 99.1 PRIMERICA REPORTS FIRST QUARTER 2021 RESULTS Investment and Savings Products sales increase 27% to a record $2.9 billion Issued Term Life policies grow 16% Strong momentum in recruiting continues; new recruits up 12% Net earnings per diluted share (EPS) of $2.46, up 41%; return on stockholders’ equity (ROE) of 21.1% Diluted adjusted operating EPS of $2 |
|
| May 5, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 5, 2021 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or other jurisdiction of incorporation) (Commission File Number |
|
| May 5, 2021 |
Supplemental Financial Information First Quarter 2021 EX-99.2 3 pri-ex9926.htm EX-99.2 Exhibit 99.2 Supplemental Financial Information First Quarter 2021 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of |
|
| April 19, 2021 |
Exhibit 2.1 SHARE PURCHASE AGREEMENT by and among PRIMERICA, INC. PRIMERICA NEWCO, INC. ETELEQUOTE LIMITED, THE SELLING SHAREHOLDERS, and FORTIS ADVISORS LLC, solely in its capacity as Sellers? Representative Dated as of April 18, 2021 TABLE OF CONTENTS Page 1. Description of Transaction 1.1 Sale and Purchase of the Distributed Interests and the Acquired Assets 2 1.2 Closing Consideration 2 1.3 Ea |
|
| April 19, 2021 |
EXHIBIT 99.1 Primerica Announces Agreement to Acquire e-TeleQuote ?Senior health insurance distribution to expand Primerica?s broad financial services portfolio ?Enhances Primerica?s middle-income focused client reach DULUTH, GA, & CLEARWATER, FL, APRIL 19, 2021 - Primerica, Inc. (NYSE:PRI), a leading provider of financial services to middle-income families throughout the United States and Canada, |
|
| April 19, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): April 19, 2021 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation) (Commission File Num |
|
| March 31, 2021 |
Definitive Proxy Statement on Schedule 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14 |
|
| March 31, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive |
|
| March 1, 2021 |
EXHIBIT 10.34 PRIMERICA, INC. RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (?Primerica?) hereby grants to [NAME] (the ?Participant?) Stock Units pursuant to the Primerica, Inc. 2020 Omnibus Incentive Plan (the ?Plan?), subject to the conditions and restrictions detailed below (the ?Restricted Stock Units?). Terms applicable to the Restricted Stock Units are contained in the Plan and in th |
|
| March 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, Inc |
|
| March 1, 2021 |
EXHIBIT 10.27 PRIMERICA, INC. PERFORMANCE STOCK UNIT AWARD AGREEMENT Primerica, Inc. (?Primerica?) hereby grants to [NAME] (the ?Participant?) performance-based Stock Units pursuant to the Primerica, Inc. Second Amended and Restated 2010 Omnibus Incentive Plan (the ?Plan?), subject to the conditions and restrictions detailed below (the ?Performance Stock Units?). Terms applicable to the Performanc |
|
| March 1, 2021 |
EXHIBIT 10.15 REINSURANCE TRUST AGREEMENT THIS AGREEMENT (the ?Agreement?) made this 23rd day of November, 2020 by and among American Health and Life Insurance Company, a corporation organized and existing under the laws of Texas (hereinafter the ?Grantor?), National Benefit Life Insurance Company, a corporation organized and existing under the laws of New York (hereinafter the ?Beneficiary?) and |
|
| March 1, 2021 |
Subsidiaries of the Registrant. EXHIBIT 21.1 Subsidiaries of the Registrant Name Jurisdiction of Incorporation or Organization Primerica Life Insurance Company (1) Tennessee Primerica Financial Services, LLC Nevada PFS Investments Inc. Georgia Primerica Financial Services (Canada) Ltd. Canada Primerica Life Insurance Company of Canada Canada National Benefit Life Insurance Company New York Peach Re, Inc. Vermont Vidalia Re, Inc. |
|
| March 1, 2021 |
Description of Registrant's Securities EXHIBIT 4.4 DESCRIPTION OF REGISTRANT?S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 The following description sets forth certain material terms and provisions of the securities of Primerica, Inc. (the ?company,? ?we,? ?us? and ?our?) that are registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?). This description |
|
| March 1, 2021 |
EXHIBIT 10.30 PRIMERICA, INC. EMPLOYEE RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (?Primerica?) hereby grants to [NAME] (the ?Participant?) Stock Units (the ?Restricted Stock Units?) pursuant to the Primerica, Inc. Second Amended and Restated 2010 Omnibus Incentive Plan (the ?Plan?), subject to the conditions and restrictions detailed in the Plan and in this Employee Restricted Stock Un |
|
| February 12, 2021 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 08)* Primerica, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) Calendar Year 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whi |
|
| February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: Primerica Inc. Title of Class of Securities: Common Stock CUSIP Number: 74164M108 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule |
|
| February 10, 2021 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 08)* Primerica (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) January 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this |
|
| February 9, 2021 |
Supplemental Financial Information Fourth Quarter 2020 Exhibit 99.2 Supplemental Financial Information Fourth Quarter 2020 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| February 9, 2021 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 07)* Primerica (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this |
|
| February 9, 2021 |
EX-99.1 2 pri-ex9916.htm EX-99.1 Exhibit 99.1 PRIMERICA REPORTS FOURTH QUARTER 2020 RESULTS Term Life policies issued increase 22%; a record $109 billion of face amount issued for the full-year 2020 Investment and Savings Products sales increase 4% to $2.1 billion with ending client asset values reaching a record $82 billion Life-licensed sales force ends the year at 134,907 aided by ongoing COVID |
|
| February 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): February 9, 2021 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
| November 5, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Prime |
|
| November 4, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): November 4, 2020 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
| November 4, 2020 |
Supplemental Financial Information Third Quarter 2020 Exhibit 99.2 Supplemental Financial Information Third Quarter 2020 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| November 4, 2020 |
Exhibit 99.1 PRIMERICA REPORTS THIRD QUARTER 2020 RESULTS Term Life policies issued increase 36% with productivity and policy persistency at record levels Term Life net premiums grow 13%; adjusted direct premiums grow 14% Investment and Savings Products ending client asset values reach a record $72.6 billion Life-Licensed Sales Force increases to 136,306 aided by temporary COVID-related state lice |
|
| August 6, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, |
|
| August 5, 2020 |
Exhibit 99.1 PRIMERICA REPORTS SECOND QUARTER 2020 RESULTS Issued Term Life policies grow 20% Term Life net premiums grow 10%; adjusted direct premiums grow 11% Life-Licensed Sales Force of 134,157 aided by temporary COVID-19 state licensing measures Investment and Savings Products client asset values recover from the first quarter market disruption, ending the quarter at $68 billion Investment an |
|
| August 5, 2020 |
Supplemental Financial Information Second Quarter 2020 Exhibit 99.2 Supplemental Financial Information Second Quarter 2020 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| August 5, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): August 5, 2020 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation) (Commission File Num |
|
| May 14, 2020 |
As filed with the Securities and Exchange Commission on May 14, 2020 Registration No. |
|
| May 14, 2020 |
As filed with the Securities and Exchange Commission on May 14, 2020 Registration No. |
|
| May 14, 2020 |
As filed with the Securities and Exchange Commission on May 14, 2020 Registration No. |
|
| May 14, 2020 |
Consent of Brett A. Rogers (included in Exhibit 5.4). Exhibit 5.4 May 14, 2020 Primerica, Inc. 1 Primerica Parkway Duluth, Georgia 30099 Ladies and Gentlemen: I am Executive Vice President and General Counsel of Primerica, Inc., a Delaware corporation (the “Company”), and I have been asked to render this opinion in connection with the Post-Effective Amendment No. 1 (the “Post-Effective Amendment”) to the Registration Statement on Form S-8 (File No. 3 |
|
| May 14, 2020 |
Primerica, Inc. 2020 Omnibus Incentive Plan. EXHIBIT 10.2 PRIMERICA, INC. 2020 OMNIBUS INCENTIVE PLAN 1. Purpose The purposes of the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”) are to (i) align the long-term financial interests of employees, directors, consultants, agents and other service providers of the Company and its Subsidiaries with those of the Company’s stockholders; (ii) attract and retain those individuals by providin |
|
| May 14, 2020 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 13, 2020 PRIMERICA, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation or Organization) (Commi |
|
| May 14, 2020 |
Consent of Brett A. Rogers (included in Exhibit 5.4). Exhibit 5.4 May 14, 2020 Primerica, Inc. 1 Primerica Parkway Duluth, Georgia 30099 Ladies and Gentlemen: I am Executive Vice President and General Counsel of Primerica, Inc., a Delaware corporation (the “Company”), and I have been asked to render this opinion in connection with the Post-Effective Amendment No. 1 (the “Post-Effective Amendment”) to the Registration Statement on Form S-8 (File No. 3 |
|
| May 14, 2020 |
As filed with the Securities and Exchange Commission on May 14, 2020 Registration No. |
|
| May 14, 2020 |
Primerica, Inc. 2020 Omnibus Incentive Plan EXHIBIT 10.1 PRIMERICA, INC. 2020 OMNIBUS INCENTIVE PLAN 1. Purpose The purposes of the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”) are to (i) align the long-term financial interests of employees, directors, consultants, agents and other service providers of the Company and its Subsidiaries with those of the Company’s stockholders; (ii) attract and retain those individuals by providin |
|
| May 14, 2020 |
Primerica, Inc. 2020 Omnibus Incentive Plan. EXHIBIT 10.2 PRIMERICA, INC. 2020 OMNIBUS INCENTIVE PLAN 1. Purpose The purposes of the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”) are to (i) align the long-term financial interests of employees, directors, consultants, agents and other service providers of the Company and its Subsidiaries with those of the Company’s stockholders; (ii) attract and retain those individuals by providin |
|
| May 14, 2020 |
Primerica, Inc. 2020 Omnibus Incentive Plan. EXHIBIT 10.2 PRIMERICA, INC. 2020 OMNIBUS INCENTIVE PLAN 1. Purpose The purposes of the Primerica, Inc. 2020 Omnibus Incentive Plan (the “Plan”) are to (i) align the long-term financial interests of employees, directors, consultants, agents and other service providers of the Company and its Subsidiaries with those of the Company’s stockholders; (ii) attract and retain those individuals by providin |
|
| May 14, 2020 |
Consent of Brett A. Rogers (included in Exhibit 5.4). Exhibit 5.4 May 14, 2020 Primerica, Inc. 1 Primerica Parkway Duluth, Georgia 30099 Ladies and Gentlemen: I am Executive Vice President and General Counsel of Primerica, Inc., a Delaware corporation (the “Company”), and I have been asked to render this opinion in connection with the Post-Effective Amendment No. 1 (the “Post-Effective Amendment”) to the Registration Statement on Form S-8 (File No. 3 |
|
| May 1, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica |
|
| April 29, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): April 29, 2020 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation) (Commission File Num |
|
| April 29, 2020 |
Supplemental Financial Information First Quarter 2020 Exhibit 99.2 Supplemental Financial Information First Quarter 2020 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| April 29, 2020 |
Exhibit 99.1 PRIMERICA REPORTS FIRST QUARTER 2020 RESULTS Investment and Savings Products sales increase 28% to $2.2 billion Issued Term Life policies grow 11% Term Life Insurance net premiums grow 10%; adjusted direct premiums grow 11% Strong momentum in recruiting leads to 5% growth in new life-licensed representatives Net earnings per diluted share (EPS) of $1.75, down 5%; return on stockholder |
|
| April 6, 2020 |
PRI / Primerica, Inc. DEFA14A - - DEFA14A DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for use of the Commission Only (as permitted by Rule 14a-6(e)(2) ☐ Def |
|
| April 1, 2020 |
PRI / Primerica, Inc. DEFA14A - - DEFA14A DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ De |
|
| April 1, 2020 |
DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
|
| February 28, 2020 |
EXHIBIT 10.20 COINSURANCE AMENDING AGREEMENT THIS COINSURANCE AMENDMENT (the "Coinsurance Amendment") is made effective as of January 1, 2018, between PRIMERICA LIFE INSURANCE COMPANY OF CANADA ("Primerica") a life insurance company incorporated under the Insurance Companies Act (Canada) (the " Ceding Company"), and MUNICH RE OF MALTA P.L.C. ("Munich Re Malta ") are insurance company incorporated |
|
| February 28, 2020 |
the Description of Registrant’s Securities filed as Exhibit 4.4 to the 2019 Annual Report. EXHIBIT 4.4 DESCRIPTION OF REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 The following description sets forth certain material terms and provisions of the securities of Primerica, Inc. (the “company,” “we,” “us” and “our”) that are registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). This description |
|
| February 28, 2020 |
EXHIBIT 10.19 EXECUTION VERSION NOVATION AMENDMENT THIS NOVATION AMENDMENT (the "Novation Amendment") is made as of December 15, 2016, by and among PRIMERICA LIFE INSURANCE COMPANY OF CANADA ("Primerica"), MUNICH RE LIFE INSURANCE COMPANY OF VERMONT ("Munich Re Vermont"), and MUNICH RE OF MALTA P.L.C. ("Munich Re Malta"). WHEREAS, Munich American Holding Company ("MAHC") acquired all of the issued |
|
| February 28, 2020 |
EXHIBIT 3.2 SECOND AMENDED AND RESTATED BY-LAWS OF PRIMERICA, INC. A Delaware corporation Effective November 15, 2017 February 26, 2020 906996 Table of Contents Page ARTICLE I OFFICES Section 1. Registered Office 1 Section 2. Other Offices 1 ARTICLE II MEETINGS OF STOCKHOLDERS Section 1. Place of Meetings 1 Section 2. Annual Meetings 1 Section 3. Special Meetings 1 Section 4. Notice 2 Section 5. N |
|
| February 28, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, Inc |
|
| February 28, 2020 |
Exhibit 10.26 PRIMERICA, INC. PERFORMANCE STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) performance-based Stock Units pursuant to the Primerica, Inc. Second Amended and Restated 2010 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed below (the “Performance Stock Units”). Terms applicable to the Performanc |
|
| February 28, 2020 |
Exhibit 10.29 PRIMERICA, INC. EMPLOYEE RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) Stock Units (the “Restricted Stock Units”) pursuant to the Primerica, Inc. Second Amended and Restated 2010 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed in the Plan and in this Employee Restricted Stock Un |
|
| February 28, 2020 |
Exhibit 10.34 PRIMERICA, INC. RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) Stock Units pursuant to the Primerica, Inc. Second Amended and Restated 2010 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed below (the “Restricted Stock Units”). Terms applicable to the Restricted Stock Units are con |
|
| February 28, 2020 |
Exhibit 10.30 PRIMERICA, INC. EMPLOYEE RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to WILLIAM A. KELLY (the “Participant”) Stock Units (the “Restricted Stock Units”) pursuant to the Primerica, Inc. Second Amended and Restated 2010 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed in the Plan and in this Employee Restricte |
|
| February 14, 2020 |
PRI / Primerica, Inc. / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 6)* Primerica (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this |
|
| February 14, 2020 |
PRI / Primerica, Inc. / BAMCO INC /NY/ - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 7)* Primerica, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) Calendar Year 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whic |
|
| February 13, 2020 |
PRI / Primerica, Inc. / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 6)* Primerica (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this |
|
| February 12, 2020 |
PRI / Primerica, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)* Name of issuer: Primerica Inc Title of Class of Securities: Common Stock CUSIP Number: 74164M108 Date of Event Which Requires Filing of this Statement: December 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule |
|
| February 11, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): February 11, 2020 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation) (Commission File |
|
| February 11, 2020 |
Exhibit 99.1 PRIMERICA REPORTS FOURTH QUARTER 2019 RESULTS Investment and Savings Products sales hit a new record at $2 billion; client asset values also reach record level at $71 billion Term Life Insurance net premiums grow 9%; adjusted direct premiums grow 10% Net earnings per diluted share (EPS) of $2.24, up 13%; return on stockholders’ equity (ROE) of 23.0% Diluted adjusted operating EPS of $ |
|
| February 11, 2020 |
Supplemental Financial Information Fourth Quarter 2019 Exhibit 99.2 Supplemental Financial Information Fourth Quarter 2019 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| November 7, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Prime |
|
| November 6, 2019 |
Supplemental Financial Information Third Quarter 2019 Exhibit 99.2 Supplemental Financial Information Third Quarter 2019 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| November 6, 2019 |
Exhibit 99.1 PRIMERICA REPORTS THIRD QUARTER 2019 RESULTS New life-licensed representatives increase 8%; sales force grows to 130,871 Investment and Savings Products sales increase 5%; client asset values reach record high at $66 billion Term Life net premiums grow 9%; adjusted direct premiums grow 10% Net earnings per diluted share (EPS) of $2.28, up 17%; return on stockholders’ equity (ROE) of 2 |
|
| November 6, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): November 6, 2019 Primerica, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation) (Commission File N |
|
| October 1, 2019 |
Primerica’s Board of Directors Elects Sanjeev Dheer as a Board Member Exhibit 99.1 Primerica’s Board of Directors Elects Sanjeev Dheer as a Board Member Duluth, GA, October 1, 2019 — Primerica, Inc. (NYSE:PRI) today announced the election of Sanjeev Dheer to the Company’s Board of Directors effective immediately. Mr. Dheer has been the Founder and Chief Executive Officer of CENTRL, a privacy management and risk platform for enterprises, since September 2015. He prev |
|
| October 1, 2019 |
Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 1, 2019 DATE OF REPORT (Date of earliest event reported) PRIMERICA, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation or Organization) (Com |
|
| August 8, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, |
|
| August 7, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): August 7, 2019 PRIMERICA, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation) (Commission File Num |
|
| August 7, 2019 |
Exhibit 99.1 PRIMERICA REPORTS SECOND QUARTER 2019 RESULTS Investment and Savings Products reach record levels in sales and ending client asset values Term Life net premiums grow 9%; adjusted direct premiums grow 11% Net earnings per diluted share (EPS) of $2.28, up 17%; return on stockholders’ equity (ROE) of 25.1% Adjusted operating EPS of $2.21, up 14%; adjusted net operating income return on a |
|
| August 7, 2019 |
Supplemental Financial Information Second Quarter 2019 Exhibit 99.2 Supplemental Financial Information Second Quarter 2019 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non- |
|
| July 8, 2019 |
PRI / Primerica, Inc. / KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5)* Primerica (Name of Issuer) Common Stock (Title of Class of Securities) 74164M108 (CUSIP Number) June 30, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Sche |
|
| May 17, 2019 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 16, 2019 PRIMERICA, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation or Organization) (Commi |
|
| May 8, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica |
|
| May 7, 2019 |
Supplemental Financial Information First Quarter 2019 Exhibit 99.2 Supplemental Financial Information First Quarter 2019 Table of Contents PRIMERICA, INC. Financial Supplement Page Preface, definition of Non-GAAP financial measures 3 Condensed balance sheets and reconciliation of balance sheet non-GAAP to GAAP financial measures 4 Financial results and other statistical data 5 Statements of income 6 Reconciliation of statement of income GAAP to non-G |
|
| May 7, 2019 |
Exhibit 99.1 PRIMERICA REPORTS FIRST QUARTER 2019 RESULTS Life insurance licensed representatives increase 2% to 129,821 Term Life net premiums grow 10%; adjusted direct premiums grow 11% Investment and Savings Products ending client asset values grow 5% Net earnings per diluted share (EPS) of $1.83, up 26%; return on stockholders’ equity (ROE) of 21.2% Adjusted operating EPS of $1.74, up 19%; adj |
|
| May 7, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (Date of earliest event reported): May 7, 2019 PRIMERICA, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34680 27-1204330 (State or Other Jurisdiction of Incorporation) (Commission File Number |
|
| March 21, 2019 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ De |
|
| March 21, 2019 |
begin 644 d688534ddef14a1.pdf M)5!$1BTQ+C8-)>+CS],-"C$@,"!O8FH*/#PO365T861A=&$@,B P(%(O4&%G M97,@,R P(%(O5'EP92]#871A;&]G/CX*96YD;V)J"C(@,"!O8FH*/#PO3&5N M9W1H(#,R-C8O4W5B='EP92]834PO5'EP92]-971A9&%T83X^G)E4WI.5&-Z M:V,Y9"(/@H\>#IX;7!M971A('AM;&YS.G@](F%D;V)E.FYS.FUE=&$O(B!X M.GAM<'1K/2)!9&]B92!835 @0V]R92 U+C8M8S Q-2 X,2XQ-3DX,#DL(#(P M,38O,3$O,3$M,#$Z-#(Z,38@(" @(" @("(^"B @(#QR9&8Z4D1&('AM;&YS |
|
| March 21, 2019 |
DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
|
| March 1, 2019 |
Form of Debt Securities Indenture Exhibit 4.9 PRIMERICA, INC. INDENTURE Dated as of , 20 DEBT SECURITIES [TRUSTEE] Trustee Reconciliation and tie between Trust Indenture Act of 1939 and Indenture* Trust Indenture Act Section Indenture Section § 310 (a) 11.04(a), 16.02 (b) 11.01(f), 11.04(b), 11.05(1), 16.02 (b)(1) 11.04(b), 16.02 § 311 11.01(f), 16.02 § 312 14.02(d), 16.02 (b) 11.10, 16.02 (c) 11.10, 16.02 § 313 (a) 10.01(a), 16.0 |
|
| March 1, 2019 |
As filed with the Securities and Exchange Commission on March 1, 2019 Registration No. |
|
| February 26, 2019 |
Exhibit 10.27 PRIMERICA, INC. EMPLOYEE RESTRICTED STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) Stock Units (the “Restricted Stock Units”) pursuant to the Primerica, Inc. Second Amended and Restated 2010 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed in the Plan and in this Employee Restricted Stock Un |
|
| February 26, 2019 |
Exhibit 10.23 REVISED PRIMERICA, INC. PERFORMANCE STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) performance-based Stock Units pursuant to the Primerica, Inc. Amended and Restated 2010 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed below (the “Performance Stock Units”). Terms applicable to the Performan |
|
| February 26, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34680 Primerica, Inc |
|
| February 26, 2019 |
Exhibit 10.22 REVISED PRIMERICA, INC. PERFORMANCE STOCK UNIT AWARD AGREEMENT Primerica, Inc. (“Primerica”) hereby grants to [NAME] (the “Participant”) performance-based Stock Units pursuant to the Primerica, Inc. Amended and Restated 2010 Omnibus Incentive Plan (the “Plan”), subject to the conditions and restrictions detailed below (the “Performance Stock Units”). Terms applicable to the Performan |
