How do I find my Primerica shareholder account number?

Page 1 View your account online at .shareholder.primerica, or use the included QR Code, to access Primerica Shareholder Services' Shareholder Account Manager platform. Speak with a Financial Services professional by calling 1-800-544-5445. Regular Mail:

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Buy Sell Agreement Between Shareholders and a Corporation

Primerica Shareholder Services Sign In In Houston

Category:

Contracts - Buy Sell - Stock Purchases

State:

Multi-State

City:

Houston

Control #:

US-00442

Format:

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Description

The Buy-Sell Agreement is a legally binding document designed to facilitate the orderly transfer of shares of a corporation among its stockholders in Houston, particularly useful for Primerica shareholder services. This agreement outlines the procedures for both voluntary and involuntary sales, ensuring that the corporation has the right of first refusal on stock sales. Attorneys, partners, owners, and other legal professionals can utilize this form to establish clear terms regarding the valuation of shares, the purchase price, and the method of payment, including the use of life insurance to fund buyouts. Filling out and editing the document involves specifying the number of shares owned, establishing valuation terms, and detailing insurance policies attached to the stockholder's life. Specific use cases include managing stock transfer upon a stockholder's death and facilitating the sale of shares among existing stockholders, thus protecting corporate interests and ensuring liquidity. Legal assistants and paralegals can streamline the preparation and filing processes, making the transition smoother for all parties involved.

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FAQ

To obtain fund or account information, or to speak with a Customer Service Representative, please dial 1-800-544-5445.

To access fund or account information via the Internet, go to .shareholder.primerica, and click on “Already A Client?” in the lower right-hand portion of the screen, which will take you to the login page for Shareholder Account Manager. You must login to access your account information.

Page 1 View your account online at .shareholder.primerica, or use the included QR Code, to access Primerica Shareholder Services' Shareholder Account Manager platform. Speak with a Financial Services professional by calling 1-800-544-5445. Regular Mail:

Primerica, Inc. Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. Primerica acquired e-Telequote in July 2021. The company that would become Primerica was founded in 1981.

Investment opportunities include mutual funds, managed investments, annuities, business retirement plans, and education savings plans. Primerica has approximately 2.9 million client investment accounts.

Primerica, Inc. is a multi-level marketing company that provides insurance, investment and financial services to middle-income families in the United States and Canada. Primerica, Inc. Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re.

For one, Primerica agents, mostly independent contractors, make a commission on sales they make and sales made by agents they recruit into the company. As a result, agents may put pressure on you to buy a policy, even if it's not the right fit for your needs.

(PFSI), the registered broker-dealer subsidiary of Primerica, Inc., offers mutual funds, variable annuities, college savings plans and employer-sponsored retirement plans to the saving and investing public.

Primerica Brokerage Services Inc. (PBSI) is a broker-dealer registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). PBSI is the introducing broker-dealer for accounts managed through the Primerica Advisors Lifetime Investment Program.

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Buy Sell Agreement Between Shareholders and a Corporation

BUY-SELL AGREEMENTS

Introduction

A buy-sell (business purchase) agreement is an agreement between the owners of the business for purchase of each others interest in the business. The buy-sell can be triggered in the event of the owner's death, disability, retirement, withdrawal from the business or other events.

Reasons For The Agreement

Establish the value of the business for federal and state death tax purposes.

Unwilling to continue the business with the family of a deceased co-owner.

Prevent all or part of the business from falling into the hands of "outsiders."

The Agreement Basics

The agreement provides for the purchase price, terms and funding arrangements. The agreement obligates the retiring or disabled owner or owner's estate to sell the business to the business itself, or to the surviving owner(s), or maybe an option of either.

Types Of Agreements

The Buy-Sell agreements can take several forms, such as:

An agreement between the business and the individual owners (stock redemption agreement or stock retirement plan).

An agreement between the owners (a cross purchase or "criss-cross" agreement).

An agreement between the owners and key person, family member or outside individual (a "third party" business buy-out agreement).

A combination of the foregoing.

Basically, these are either a Cross Purchase Plan or Entity Purchase Plan.

Cross Purchase Agreement

Each partner agrees with each of the other partners to purchase his or her share of the business at the time of death. The Partners may take out a life insurance policy on the life of the other(s) to fund the obligation. At the time of the first death, the surviving partner(s) collects the insurance proceeds. The survivor then uses the insurance proceeds to buy the business share from the deceased's family. This type agreement can be used with two or more partners.

Entity Purchase Plan

Each partner agrees that upon death his or her share of the business will be sold back to the business. The business may buy life insurance policies on each of the partners to fund the obligation. At the death of a partner, the business collects the insurance proceeds and buys the business interest from the deceased partner's heirs.

Transfer Restrictions

The agreements commit the owners not to sell ownership in the business prior to death, without first offering it to the persons named in the agreement. This is called a right of first option or refusal.

Life Insurance to Fund the Agreement

Whole life insurance has generally been used to fund a buy-sell agreement.

The life insurance industry also offers "Business Value Life Insurance" with a death benefit determined by the value of the business rather than the terms of the policy. The death benefit can grow as the value of the business grows. Premiums may also be higher as the death benefit increases.

Purchase Price

The purchase price can be based on an appraisal, set predetermined price, book value, or a formula of assets and earnings.

Payment Terms

Agreements may provide that the price will be paid in cash, in installments, or other means. You may also select a combination of cash and installments. Of course, if the insurance proceeds are sufficient to pay the price in cash many agreements provide that the purchase is to be paid in full in cash from the insurance proceeds.

Buy Sell Agreement Between Shareholders and a Corporation

BUY-SELL AGREEMENTS

Introduction

Reasons For The Agreement

Establish the value of the business for federal and state death tax purposes.

Unwilling to continue the business with the family of a deceased co-owner.

Prevent all or part of the business from falling into the hands of "outsiders."

The Agreement Basics

Types Of Agreements

The Buy-Sell agreements can take several forms, such as:

An agreement between the business and the individual owners (stock redemption agreement or stock retirement plan).

An agreement between the owners (a cross purchase or "criss-cross" agreement).

An agreement between the owners and key person, family member or outside individual (a "third party" business buy-out agreement).

A combination of the foregoing.

Basically, these are either a Cross Purchase Plan or Entity Purchase Plan.

Cross Purchase Agreement

Entity Purchase Plan

Transfer Restrictions

Life Insurance to Fund the Agreement

Whole life insurance has generally been used to fund a buy-sell agreement.

Purchase Price

The purchase price can be based on an appraisal, set predetermined price, book value, or a formula of assets and earnings.

Payment Terms

Primerica Shareholder Services Sign In In Houston

This form is part of a form package!

Description

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FAQ

How do I contact Primerica shareholder services?

How do I access my Primerica account?

How do I find my Primerica shareholder account number?

Does Primerica still exist?

What kind of accounts does Primerica offer?

What is the official name of Primerica?

What is the downside of Primerica?

What kind of investments does Primerica offer?

Does Primerica offer brokerage accounts?

Explore more forms

Trusted and secure by over 3 million people of the world’s leading companies

Primerica Shareholder Services Sign In In Houston

This form is part of a form package!

Description

Related forms

Viewed forms

Form popularity

FAQ

How do I contact Primerica shareholder services?

How do I access my Primerica account?

How do I find my Primerica shareholder account number?

Does Primerica still exist?

What kind of accounts does Primerica offer?

What is the official name of Primerica?

What is the downside of Primerica?

What kind of investments does Primerica offer?

Does Primerica offer brokerage accounts?

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Trusted and secure by over 3 million people of the world’s leading companies