Meeder Advisor Consulting, Primerica's Trusted Partner
Solutions designed with advisors, for advisors.

You are passionate about your business and clients. Building your financial advisory practice may be as demanding as it is rewarding. The success of your practice is a top priority for you and for Meeder Advisor Consulting—we are here to serve as your trusted partner.

Meeder supports Primerica Advisors with tactical portfolios available on the Primerica Advisors Lifetime Investment Program, as well as Tax Managed Solutions for high-net-worth clients via Primerica Advisors Managed Accounts.

Bookmark this page to access information on Meeder Solutions for your clients, Investment Insights, and Market Research.


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How Meeder's Investment Strategies Mitigate Tax Burdens
WEBINAR REPLAY
Lowering the tax bill for clients is a top priority for many Primerica advisors.

All Meeder portfolios on the Lifetime Investment Program can potentially help mitigate the tax burden for nonqualified accounts, beginning with a $25k investment and extending through to your high-net-worth clients.

Powerful building blocks contained within Meeder portfolios comprise tax-aware funds including the Meeder Muirfield Fund, Meeder Dynamic Allocation Fund, and Meeder Tactical Income Fund. These building blocks have provided competitive returns and are managed on a tax aware basis. Additionally, we will share information on how we utilize our tax managed investment strategy with high-net-worth.

Greater tax savings coupled with strong investment performance helps clients achieve their investment objectives.

We invite you to watch the on-demand replay to review tax-efficient solutions available to you and contact your Meeder Regional Consultant today for more information.

Please click here to access the slides.
Primerica Advisor Resources
Solution Guides

Primerica Solutions Overview

Partnering with Primerica: Understanding Meeder's Defensive Equity Strategy

Drive with Meeder Flipbook

Meeder Tax Managed Solutions Overview

Meeder Tax Managed Portfolio Request Form

Future-Proofing Your Practice for the Great Wealth Transfer

Primerica Platform Transition: Client Conversations Guide

DRIVE Confidently: Capturing Opportunity During Times of Transition - PDF Presentation Deck

Performance Materials

2023 Primerica Portfolios & Meeder Funds Capital Gains Distributions

Meeder Investment Performance

Meeder Dynamic Growth Portfolio Fact Sheet

Meeder Growth Portfolio Fact Sheet

Meeder Moderate Growth Portfolio Fact Sheet

Meeder Conservative Growth Portfolio Fact Sheet

Meeder Conservative Portfolio Fact Sheet

Meeder Insights & Market Commentaries

Fifty on Friday: Will History Repeat Itself? Or Will it Rhyme?

Buckle Up: The Rate Descent Has Begun Replay

Future-Proofing Your Practice for the Great Wealth Transfer | Webinar Replay

Market Insights & Investment Commentaries

Markets in Focus: Bi-weekly Video Series

InvestmentView Dashboard

Drive with Meeder Webpage

Advisor Consulting Team
Team members by zip code
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Click the map below to find the consultants in your area.
Leadership Team
Tim Brand, CFA®, CAIA®
Senior Vice President, Head of Distribution, Advisor Consulting
Dan O'Toole
Senior Vice President, Strategic Initiatives, Advisor Consulting
David Lien, CAIA®
Vice President, Internal Sales & Operations
Chris Engel
Vice President, Private Wealth – Sales & Consulting
Nicole Nicdao
Vice President, National Accounts
Regional Consultants
Kevin Bosch
Senior Regional Consultant
Garrett DeSalle
Internal Consultant
Ron Francisco
Regional Consultant
Blake Holbrook
Regional Consultant
Cody Holbrook
Senior Internal Consultant
Will Naas
Regional Consultant
Eddie Pollina
Internal Consultant
Joe Tocyloski
Senior Regional Consultant
Michael Walling
Regional Consultant
Requests for Information
NATIONAL ACCOUNTS
We strive to provide you with the information and data you need in a timely manner to ensure the stability and transparency of our partnership with you. For all of your Request for Information (RFI) and Due Diligence Questionnaire (DDQ) needs, please reach out to our RFI team at [email protected].


Contact
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