Tools for Financial Professionals

Access essential tools to support clients and optimize financial strategies.

📊 Financial Calculators

Utilize these calculators to illustrate key financial concepts for clients.

Cost of Time

Illustrate the impact of time on wealth accumulation.

Access
Cost of Waiting

Demonstrate the financial impact of delaying investments.

Access
Financial Independence Number

Calculate the amount needed for financial independence.

Access
Debt Stacking

Show clients a strategic debt payoff plan.

Access
Compound Interest

Demonstrate how money grows over time.

Access

🎨 Personality Color Test

Discover how personality influences financial decision-making.

Take the Personality Color Test
Start the Test

🎯 Personality Color Orientation

Streamlined Orientation based on Personality Color.

Access Color Orientation Tool
Open Orientation Tool

📖 Survivor Guide

Generate a customized guide to assist clients in financial planning.

Create a Survivor Guide
Generate Guide

📋 Intake / Referral Sheet

Collect and organize client details efficiently.

Create an Intake Sheet
Generate Sheet

📂 Primerica Documents

Access essential financial documents, including "How Money Works" and "ID Theft Defense."

Download Primerica Documents
Access Documents