Many families work hard, do their best, and still catch themselves thinking: “Are we really prepared? What happens if someone gets sick, passes away, or can’t work? Are we saving enough for retirement? Are we setting our kids up for the future?”

Life gets busy; work, kids, bills, and everything in between, so it’s easy to put these conversations on the back burner. That’s why at Primerica our goal is to keep it simple and practical. We provide financial education and guidance to help individuals and families get clarity and feel more confident about their next steps.

We usually start with a Financial Needs Analysis (FNA). It’s a straightforward conversation to understand where you are today, what your goals are, and where there may be gaps in protection and planning. From there, we help families explore solutions that may include term life insurance and strategies to save and invest toward long-term goals like retirement and education.

We believe financial conversations shouldn’t feel overwhelming—they should feel empowering.

Our services may include:

• Financial Needs Analysis (FNA) and financial education
• Term life insurance protection (where appropriate)
• Retirement planning conversations and rollover guidance
• Investment and savings strategies (where available)
• College savings plans

Contact:

Marfina “Em” Peralta Alfonso

Regional Vice President

CA Insurance License: 0M88327 1761 N Dilleys Rd, Suite 210

Gurnee, IL 60031

Office: (262) 236-6596 | Mobile: (262) 902-2620