Primerica Executive and Leadership Team

Paul Regard, the Executive Vice President, Chief Executive Officer & President, PFS Investments, Inc at Primerica, leads the strategic direction and operational execution for the company's investment and savings products division. Regard oversees the management of mutual funds, retirement plans, and annuities, ensuring these offerings meet the financial goals of middle-income households. This executive's leadership drives the growth and innovation within PFS Investments, Inc., expanding market reach in the United States and Canada. Paul Regard ensures regulatory compliance and maintains the highest standards of service for clients seeking to build wealth. The Chief Executive Officer & President, PFS Investments, Inc. collaborates with other senior leaders to align investment strategies with Primerica's overall mission. Regard's executive oversight is critical for delivering value and fostering long-term financial security for clients.

Misty Sutton, the Chief Executive Officer & President (PFS Investments Inc.) at Primerica, spearheads the strategic vision and operational management for the company's investment and savings products division. Sutton directs the expansion of mutual funds, retirement plans, and annuities, ensuring these financial instruments effectively serve the needs of middle-income families in the United States and Canada. This executive's leadership is pivotal in driving innovation and market penetration for PFS Investments Inc. Misty Sutton upholds rigorous compliance standards and champions exceptional client service, reinforcing Primerica's commitment to financial empowerment. The Chief Executive Officer & President (PFS Investments Inc.) collaborates closely with executive peers to align investment strategies with the broader corporate objectives. Sutton's executive guidance is fundamental to enhancing client wealth accumulation and financial well-being.

Joel Babbit, the Co-Founder & Chief Executive Officer, Narrative Content Group at Primerica, leads the strategic development and execution of content initiatives that support the company's mission. Babbit oversees the creation and distribution of compelling narratives that resonate with middle-income households, enhancing Primerica's brand presence and client engagement across the United States and Canada. This executive's role involves shaping the company's communication strategy and ensuring alignment with financial product and service offerings. Joel Babbit drives innovation in content marketing, utilizing storytelling to connect with audiences and reinforce Primerica's value proposition. The Chief Executive Officer, Narrative Content Group focuses on building brand authority and fostering deeper client relationships. Babbit's leadership in content strategy is instrumental in communicating Primerica's commitment to financial empowerment.

Jeffrey Depoian, the Chief Financial Officer, Depoian Team at Primerica, directs the company's financial planning, analysis, and reporting functions. Depoian oversees the fiscal health of the organization, managing budgets, investments, and financial strategies that support Primerica's mission to serve middle-income households. This executive's responsibilities include ensuring financial compliance and optimizing resource allocation across all business segments, including term life insurance and investment products. Jeffrey Depoian plays a vital role in guiding the company's financial performance and sustainability in the United States and Canada. The Chief Financial Officer, Depoian Team provides critical insights into market trends and economic conditions affecting the financial services industry. Depoian's financial acumen is essential for driving profitable growth and shareholder value.

Theresa Tan, the Executive Vice President & Chief Financial Officer at Primerica, leads the company's financial operations, including accounting, financial planning, and capital management. Tan oversees the financial health and strategic fiscal planning for Primerica's diverse offerings, such as term life insurance and investment products, serving middle-income households in the United States and Canada. This executive's role involves ensuring robust financial controls, driving profitability, and managing investor relations. Theresa Tan provides critical financial insights that guide corporate strategy and resource allocation. The Chief Financial Officer's expertise is essential for navigating complex financial markets and maintaining fiscal discipline. Tan's leadership ensures Primerica's financial stability and supports its long-term growth objectives.

Robert Peterman, the Executive Vice President & Chief Operating Officer at Primerica, directs the company's day-to-day operations and oversees the execution of strategic initiatives across all business segments. Peterman ensures the efficient delivery of financial products and services, including term life insurance and investment products, to middle-income households in the United States and Canada. This executive's responsibilities encompass optimizing operational workflows, enhancing service delivery, and driving operational excellence throughout the organization. Robert Peterman plays a critical role in managing the company's extensive distribution network and ensuring seamless integration of new technologies and processes. The Chief Operating Officer's focus is on maintaining high levels of productivity and client satisfaction. Peterman's operational leadership is key to Primerica's sustained growth and market presence.

Mark Beauchamp, the Executive Vice President & Chief Operating Officer, Primerica Distribution at Primerica, directs the operational strategies for the company's extensive distribution network. Beauchamp oversees the efficiency and effectiveness of sales channels that deliver financial products and services, including term life insurance and investment products, to middle-income households across the United States and Canada. This executive's leadership focuses on optimizing the performance of Primerica's sales force and ensuring seamless client engagement. Mark Beauchamp drives initiatives to enhance the distribution model, supporting agent success and expanding market penetration. The Chief Operating Officer, Primerica Distribution plays a key role in operational planning and execution for sales-related activities. Beauchamp's operational oversight is critical for achieving sales targets and reinforcing Primerica's market leadership.

Richard Heany, the Chief Technology Officer at Primerica, directs the company's technological infrastructure and innovation strategy. Heaney oversees the development and implementation of advanced technology solutions that support Primerica's diverse financial product and service offerings, including term life insurance and investment products. This leadership role involves architecting scalable systems to enhance operational efficiency and customer experience across both the United States and Canada. Heaney's focus remains on leveraging cutting-edge technology to maintain Primerica's competitive edge in the financial services sector. The Chief Technology Officer ensures robust cybersecurity measures and data integrity, critical for protecting client information and maintaining trust. Richard Heany drives the digital transformation initiatives that align with the company's mission to serve middle-income households.

Lael Ellis, the Chief Information Officer at Primerica, manages the company's information systems and data management strategies. Ellis directs the integration of technology across all business segments, ensuring seamless operations for term life insurance, investment products, and senior health offerings. This executive's responsibilities include optimizing IT infrastructure to support Primerica's extensive network of financial advisors and client services. Lael Ellis ensures that information systems are secure, reliable, and scalable to meet the evolving needs of the middle-income market in the U.S. and Canada. The Chief Information Officer plays a crucial part in data governance and compliance, safeguarding sensitive financial information. Ellis drives initiatives that enhance data accessibility and analytical capabilities, supporting strategic decision-making across the organization.

Mary Cain, the Assistant To the Chief Information Officer and Administrative Coordinator at Primerica, provides essential support to the Chief Information Officer in managing information systems and administrative functions. Cain facilitates the smooth operation of IT department activities, ensuring efficient coordination of tasks and projects related to Primerica's financial services offerings. This role involves managing schedules, coordinating meetings, and handling administrative processes that support the technology infrastructure serving middle-income households in the United States and Canada. Mary Cain's organizational skills are vital for maintaining the efficiency of the IT department. The Administrative Coordinator ensures that administrative workflows are streamlined, allowing the Chief Information Officer to focus on strategic technology initiatives. Cain's support is integral to the effective functioning of the information systems team.