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Kat Rogers
Business Name:
Primerica, Inc.
Business Description:
We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren't taught in school and we give them an opportunity to build a business and transform their life. Primerica (NYSE: PRI) is the largest independent financial services organization in North America, serving middle-income households in the U.S., Canada and the territories of Puerto Rico and Guam.
How Member Creates Value:
I worked in the film industry for 18 years, at major and independent studios. My work entailed the logistics of around 40 films . That includes things like contracts, budgets, schedules, locations (domestic and international), insurance, tax incentives, hiring/firing, and so on. I even spent a few years handling audits (from unions, city, county, state, federal, and foreign). This gave me a vast understanding of business, finance, and working with (and in) teams to turn ideas into amazing realities! After that experience, it was time for change, so I took all of those skills with me into the financial services industry. I went into film to help people see the world a new way, with fresh eyes, and now I help my clients see their world, their dreams, and their goals in a new way, with fresh eyes. With everything I do, my goal is to better my community, one person, one family, one business, and one event at a time. My driving passion is to help people and small businesses to thrive by being a part of their support system and helping them to meet their needs, wants, and goals. I accomplish this through education, protecting income, creating educational funds, establishing short and long-term wealth management accounts, and offering retirement assets and distribution strategies. Together, we’ll develop and implement a plan tailored to fit you and/or your business.

Disclosures

For the full list of disclosures, please see our website, or copy and paste the link below. http://www.primerica.com/public/primerica_disclosures.html I am an independent representative of Primerica Financial Services.

Credentials

  • Life Insurance, Licensed with the State of California
  • Securities License in Series 6, Series 26, Series 63, Series 65
  • SCUBA
  • Certified SCRUM Master

Experience

Languages

  • English
  • Spanish (basic level)
  • Italian (intermediate level)