Primerica Executive and Leadership Team

Joel Babbit, the Co-Founder & Chief Executive Officer, Narrative Content Group at Primerica, architects the brand communication strategy and public engagement framework. Babbit directs the development of messaging that resonates with middle-income families, ensuring that the value proposition of financial products remains clear and accessible. By overseeing the creation of educational content, the Chief Executive Officer, Narrative Content Group builds trust and brand awareness across diverse demographics. Joel Babbit aligns marketing narratives with the core mission of providing life insurance and investment solutions. This leadership role requires constant monitoring of consumer sentiment to adapt communication tactics effectively. Through strategic storytelling, the Chief Executive Officer, Narrative Content Group enhances the market presence of the firm. Babbit ensures that all external messaging reflects the commitment to financial literacy and household empowerment, ultimately driving engagement and supporting the broader growth objectives of the organization.

Misty Sutton, the Chief Executive Officer & President (PFS Investments Inc.) at Primerica, directs the investment and savings product division. Sutton manages the mutual fund and retirement plan offerings, ensuring that these products align with the financial goals of middle-income households. By overseeing the regulatory compliance and performance of investment vehicles, the Chief Executive Officer & President (PFS Investments Inc.) maintains the trust of clients. Misty Sutton leads the strategic development of new investment solutions, including annuities and retirement plans, to address evolving market needs. This leadership role involves close collaboration with investment managers to ensure portfolio alignment with the company mission. Through the oversight of investment operations, the Chief Executive Officer & President (PFS Investments Inc.) drives the growth of the savings segment. Sutton ensures that all investment activities adhere to the highest standards of fiduciary responsibility and operational excellence.

Paul Regard, the Executive Vice President, Chief Executive Officer & President, PFS Investments, Inc at Primerica, oversees the strategic direction of the investment services arm. Regard directs the expansion of the retirement and savings product portfolio, focusing on increasing market penetration among middle-income families. By managing the relationship between the investment division and the broader corporate strategy, the Executive Vice President, Chief Executive Officer & President, PFS Investments, Inc ensures that financial products remain competitive. Paul Regard leads the team responsible for product innovation and client service excellence. This leadership role involves navigating complex financial regulations to ensure that all investment offerings remain compliant and secure. Through the implementation of growth-oriented strategies, the Executive Vice President, Chief Executive Officer & President, PFS Investments, Inc drives the performance of the investment segment. Regard ensures that the firm continues to provide high-quality financial solutions that support long-term wealth accumulation for clients.

Jeffrey Depoian, the Chief Financial Officer at Primerica, directs the overarching fiscal strategy and capital allocation processes. Depoian manages the financial reporting infrastructure, ensuring transparency for stakeholders while overseeing the balance sheet health of the organization. By analyzing market trends within the insurance and investment sectors, the Chief Financial Officer optimizes resource distribution to support sustainable growth. Jeffrey Depoian maintains rigorous oversight of internal controls and regulatory compliance, which protects the financial integrity of the firm. This leadership role involves constant collaboration with the board to refine long-term economic objectives. Through precise fiscal planning, the Chief Financial Officer strengthens the competitive position of the company within the North American market. Depoian drives efficiency across all financial departments, ensuring that capital remains available for strategic expansion and product development initiatives that benefit middle-income households.

Tracy Tan, the Executive Vice President & Chief Financial Officer at Primerica, oversees the financial planning, analysis, and treasury functions. Tan directs the investment strategy for the firm, ensuring that assets are managed to support the long-term obligations of the life insurance and retirement segments. By monitoring economic indicators, the Executive Vice President & Chief Financial Officer mitigates risk and maximizes returns on investment portfolios. Tracy Tan leads the budgeting process, providing the necessary financial data to inform strategic decision-making at the executive level. This leadership role involves maintaining strong relationships with financial institutions and regulatory bodies to ensure liquidity and compliance. Through disciplined financial management, the Executive Vice President & Chief Financial Officer supports the stability of the company. Tan drives the development of financial models that forecast future performance, enabling the organization to navigate market volatility while continuing to serve middle-income households.

Gregory Pitts, the Executive VP & Chief Operating Officer at Primerica, manages the internal infrastructure and administrative systems that support core business segments. Pitts directs the daily operational workflows, ensuring that the delivery of term life insurance and investment products remains seamless. By optimizing cross-departmental processes, the Executive VP & Chief Operating Officer improves service delivery speed and accuracy for clients. Gregory Pitts oversees the integration of technology into operational routines, which enhances productivity across the organization. This leadership role involves coordinating with other executives to align operational capacity with strategic growth targets. Through rigorous process management, the Executive VP & Chief Operating Officer maintains high standards of service quality. Pitts drives operational excellence by identifying bottlenecks and implementing scalable solutions that support the expansion of the company footprint throughout the United States and Canada.

Mark Beauchamp, the Executive Vice President & Chief Operating Officer, Primerica Distribution at Primerica, directs the sales force operations and distribution network. Beauchamp manages the recruitment, training, and support systems for the independent representatives who provide financial products to households. By overseeing the distribution infrastructure, the Executive Vice President & Chief Operating Officer, Primerica Distribution ensures that the company reaches its target market effectively. Mark Beauchamp implements strategies to increase the productivity of the sales force while maintaining high standards of professional conduct. This leadership role involves analyzing regional performance data to identify growth opportunities across North America. Through the optimization of distribution channels, the Executive Vice President & Chief Operating Officer, Primerica Distribution expands the reach of investment and insurance offerings. Beauchamp drives the execution of sales initiatives that align with the overall mission of providing accessible financial services to families.

Robert Peterman, the Executive VP & Chief Operating Officer at Primerica, focuses on the strategic scaling of corporate operations and the enhancement of product delivery systems. Peterman directs the implementation of new service platforms, particularly within the Senior Health and investment segments. By overseeing the technological transformation of operational workflows, the Executive VP & Chief Operating Officer ensures that the company remains agile in a competitive market. Robert Peterman coordinates with the product development teams to ensure that new offerings meet the specific needs of middle-income clients. This leadership role involves managing large-scale projects that improve the efficiency of the customer experience. Through the application of data-driven insights, the Executive VP & Chief Operating Officer optimizes the service lifecycle. Peterman drives the modernization of internal systems, which supports the long-term scalability of the business and ensures consistent service delivery across all regional markets.

Rosie Orlando, the President, Primerica Life Insurance Company of Canada at Primerica, directs the insurance operations within the Canadian market. Orlando manages the underwriting, policy administration, and customer service functions for the life insurance segment in this region. By overseeing the local regulatory compliance and market strategy, the President, Primerica Life Insurance Company of Canada ensures that the company meets the specific needs of Canadian households. Rosie Orlando leads the team responsible for expanding the reach of term life insurance products across the country. This leadership role involves coordinating with the corporate office to ensure that Canadian operations align with the global mission of the firm. Through the management of regional insurance activities, the President, Primerica Life Insurance Company of Canada drives growth and maintains service quality. Orlando ensures that the company remains a trusted provider of financial protection for families throughout the Canadian market.

Mary Cain, the Assistant To the Chief Information Officer and Administrative Coordinator at Primerica, directs the administrative support functions for the information technology department. Cain manages the scheduling, documentation, and communication workflows that enable the Chief Information Officer to focus on strategic technology initiatives. By overseeing the coordination of IT projects, the Assistant To the Chief Information Officer and Administrative Coordinator ensures that technical teams remain aligned with corporate objectives. Mary Cain facilitates the flow of information between the IT department and other executive functions, which improves organizational efficiency. This leadership role involves managing the administrative infrastructure that supports the digital transformation of the company. Through the optimization of office operations, the Assistant To the Chief Information Officer and Administrative Coordinator supports the delivery of secure and reliable technology services. Cain drives the administrative success of the IT division, ensuring that all technical resources are effectively utilized.