PFS Investments Inc. and Franklin Templeton
Take Your Primerica Journey with Franklin Templeton
A flyer featuring the recent rise in fixed income yields and how investors have historically benefited when investing at recent yield levels.
Franklin Templeton Products and Strategies Available through Primerica
Features Franklin Templeton and legacy Legg Mason products available through PFS Investments Inc. This flyer is approved for Registered Rep use only.
Putting it all Together with Franklin Templeton
Displays sample model portfolios with approved funds that align with PFI's investment profile suitability guidelines.
Simplify Client Portfolios with EZ-Key
Investing doesn’t have to be complicated. Our single fund solutions may be ideal for investors in various life stages. Whether seeking growth, income, or capital preservation, we have a solution that fits.
Popular Literature
Peak CD Rates Don’t Always Result in Peak Performance
A flyer explaining why CDs may not be the best investment choice compared to bonds.
A New Day for Fixed Income
A flyer featuring the recent rise in fixed income yields and how investors have historically benefited when investing at recent yield levels.
Discover Brochure: The 3Ds of Investing
This client approved brochure outlines the importance of the 3Ds: Discipline, Diversification and Dollar-Cost Averaging.
Why Diversify - Because Winners Rotate
Asset Allocation table showing 20 years of total returns for key asset classes.
Spanish Language Literature
Discover (Descubra) Brochure: The 3Ds of Investing
This client approved brochure outlines the importance of the 3Ds: Discipline, Diversification and Dollar-Cost Averaging.
General Investing Information
16 Rules for Investment Success by Sir John Templeton
Sir John Templeton shares his time-tested strategies for global investing.
Addressing Volatility with Clients
The Cost of Timing the Market
Pulling money out of the market in down periods may reduce long-term returns. Instead, focus on building a diversified investment strategy and stay invested.
Why Should I Invest in the Stock Market Now?
This brochure promotes the benefits of long-term investing.
5 Things You Need to Know to Ride Out a Volatile Stock Market
Discusses how to cope with market volatility.
Battle of Bulls and Bears
See how bull markets have had a tendency to charge back by looking at the market increases following bear markets.
The Power of Perseverance
This flyer makes the case for staying invested by exploring intra-year declines and year-end total returns.
Retirement
Retirement Plan Overview - Quick Reference Guide
The flyer outlines contribution limits, eligibility requirements and other details on individual and employer-sponsored retirement plans.
Franklin Templeton Solo(k) - Client Brochure
A Solo(k) is an excellent way to maximize retirement contributions; both employers and employees can contribute. Learn how the Franklin Templeton Solo(k) can help make retirement a reality for yourself and your small business.
The Benefits of a Solo(k)
We know how hard it is to be a small business owner. Let us help you make retirement a reality for you and your employees by enrolling in a Franklin Templeton Solo(k).
Franklin Templeton Solo(k) - Representative Brochure
A Solo(k) is an excellent way to maximize retirement contributions; both employers and employees can contribute. Learn how the Franklin Templeton Solo(k) can help make retirement a reality for your self-employed and small business owner clients.
Social Security
Re-Think Social Security
A brochure that looks at some of the issues that should be considered before making decisions about starting Social Security benefits.
College Planning
Franklin Templeton 529 College Savings Plan
This brochure addresses the value of a college education, projected college costs, ways to pay for college and the benefits of Franklin Templeton 529 College Savings Plan, offered nationwide by the New Jersey Higher Education Student Assistance Authority.
529 Flyer: The Top 10 Things Everyone Should Know about 529 College Savings Plans
Here are ten reasons why many have selected 529 college savings plans to help invest for their loved ones' future college expenses.
529 College Savings Plan Flyer: It Takes A Village
Saving for college may seem like an impossible task. The good news is your clients do not have to do it alone. This flyer shows your clients can maximize educational savings with the help of family and/or friends.