What is a managed account?

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What is a managed account?

In a managed account, your personal financial superhero (the money manager) is not just any hero — they’re like a loyal sidekick dedicated to making decisions in your best interest!

Think of it this way: your money manager’s main mission is to help your finances thrive. They carefully analyze market trends, assess risks, and choose investments that align with your goals. It’s like having a trusted advisor who’s always on the lookout for opportunities to grow your money.

What makes a managed account special is that the decisions made by your money manager are tailored specifically for you. They consider your financial dreams, how much risk you’re comfortable with, and any preferences you have. It’s all about crafting a strategy that suits you like a perfectly tailored suit or dress.

So, not only do you get the benefit of professional expertise, but you also have someone who’s committed to making choices that are in your best interest. It’s like having a financial ally, ensuring that your money works as hard as possible for you and your unique financial journey!

Why should you get a legal plan?

With the Primerica Legal Protection Program "PLPP," you gain peace of mind knowing that you have access to reliable legal advice and services at your disposal, regardless of the size or nature of the legal issue you encounter.



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