Michael D Lambert: Primerica - Financial Services - Winthrop Harbor, Illinois

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Michael D Lambert: Primerica – Financial Services – A Comprehensive Overview

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Primerica Financial Services, led by Michael D Lambert, offers a unique approach to financial planning and wealth management. Located at 1100 Sheridan Rd, Winthrop Harbor, IL 60096, and reachable at 78727162, the firm specializes in providing tailored financial solutions to individuals and families. Their website, reps.primerica.com, serves as a central hub for information and resources.

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Specialties and Services

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Michael D Lambert’s primary role is as a Financial Consultant and operates through a Life Insurance Agency. This dual focus allows him to offer a comprehensive suite of services designed to address a wide range of financial needs. These typically include retirement planning, investment management, estate planning, insurance needs assessment (life, supplemental, disability), and income protection strategies. A key component of Primerica’s business model is its emphasis on empowering individuals to build their own financial futures. The firm facilitates opportunities for personal and professional growth, fostering a culture of entrepreneurialism and self-sufficiency.

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Location and Accessibility

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The physical location in Winthrop Harbor, Illinois, provides a convenient and accessible point of contact for clients. The office is equipped to cater to the diverse needs of its clientele, boasting Wheelchair accessible entrance, Wheelchair accessible parking lot, and Wheelchair accessible restroom. Furthermore, a Restroom is readily available for all visitors. Appointments are strongly recommended to ensure dedicated time and personalized attention. The firm’s commitment to accessibility demonstrates a dedication to inclusivity and client comfort.

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Understanding Primerica’s Approach

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Primerica’s business model is distinctive. It's not simply a traditional financial brokerage. Instead, it’s structured around the concept of independent representatives building their own businesses within the Primerica framework. This structure presents individuals with the potential for significant income growth and the opportunity to become business owners. The firm’s training programs are renowned for equipping representatives with the skills necessary to succeed in the financial services industry. Specifically, it offers a path towards developing diverse skillsets and, ultimately, franchise opportunities. Many clients find the comprehensive training and support system invaluable, particularly those seeking to transition into a new career or supplement their existing income. The emphasis on developing personal and professional skills is a hallmark of the Primerica experience.

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Client Feedback and Reputation

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The company consistently receives positive feedback from its clients, as evidenced by its Average opinion: 4.6/5 rating on Google My Business. While specific reviews are not directly cited, the overall sentiment suggests a high level of client satisfaction. Common themes emerging from the feedback relate to the educational resources provided, the personalized service offered, and the potential for long-term financial growth. Clients frequently highlight the firm's dedication to helping them understand complex financial concepts and develop strategies aligned with their individual goals. It appears that a significant portion of clients appreciate the opportunity to learn about financial solutions and develop valuable skills, leading to increased financial independence and control. The emphasis on building a sustainable income stream without risking a traditional career path is also a recurring positive.

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Key Features and Benefits

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• Comprehensive Financial Planning: Services extend beyond basic investments to include retirement, insurance, and estate planning.

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• Entrepreneurial Opportunities: The structure enables individuals to build their own businesses and potentially franchise.

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• Personalized Service: Representatives provide tailored advice and support.

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• Extensive Training: Primerica’s training programs equip individuals with the skills needed to succeed.

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• Accessibility: The Winthrop Harbor location is fully accessible.

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In conclusion, Michael D Lambert and Primerica Financial Services offer a compelling proposition for individuals seeking to improve their financial well-being. The firm’s unique business model, combined with its commitment to client education and personalized service, positions it as a valuable resource for those looking to build a secure financial future. The accessibility features and positive client feedback further solidify its reputation as a supportive and trustworthy organization.

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"summary": "Primerica Financial Services, led by Michael D Lambert, provides financial consulting and life insurance services, offering entrepreneurial opportunities and personalized financial planning while prioritizing client accessibility and education.",
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