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 risk-based and target withdrawal portfolios available on the Primerica Advisors Lifetime Investment Program. In addition, high-net-worth clients can access Tax Managed Solutions for wealth management 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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[UPCOMING WEBINAR]
Meeder Target Withdrawal Portfolios on the Primerica Advisors Lifetime Investment Program
February 13, 2025 | 4:00pm ET | 1:00pm PT
Please join SVP Jordan Brown, along with members of Meeder’s Portfolio Management team, live on 2/13/2025 at 4pm ET as we discuss the addition of the Meeder Target Withdrawal Portfolios to the Lifetime Investment Program!

CLICK HERE TO REGISTER NOW

Watch to Learn More Now
Meeder Target Withdrawal Portfolios offer a demonstrated alternative to traditional retirement investment scenarios for qualified and non-qualified accounts. Meeder offers four actively managed target-withdrawal model portfolios designed to meet desired withdrawal rates from 3-7% while managing risk.

Each Meeder portfolio utilizes Meeder’s Growth, Defensive Equity, and Fixed-income strategies providing a diversified foundation on which investors can build specific goals, make decisions, and avoid emotional investing mishaps-- with a $25k investment.

VISIT MEEDER TARGET WITHDRAWAL PORTFOLIOS TO DISCOVER RETIREMENT INCOME SOLUTIONS AND A SHAREABLE RETIREMENT CALCULATOR FOR CLIENTS

Primerica Advisor Resources
Meeder Overview

Primerica Solutions Overview

Meeder Target Withdrawal Models

Meeder Target Withdrawal Portfolios Overview

Meeder Target Withdrawal Portfolios Brochure

Meeting Retirement Income Needs: In Defense of More Growth White Paper

Meeder Target Withdrawal Portfolios Performance

Meeder Target Withdrawal 3-4% Portfolio Fact Sheet

Meeder Target Withdrawal 4-5% Portfolio Fact Sheet

Meeder Target Withdrawal 5-6% Portfolio Fact Sheet

Meeder Target Withdrawal 6-7% Portfolio Fact Sheet

Meeder Tactical Models

Partnering with Primerica: Understanding Meeder's Defensive Equity Strategy

Drive with Meeder Webpage

InvestmentView Dashboard

Drive with Meeder Flipbook

2024 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 Tax Managed Solutions

Meeder Tax Managed Solutions Overview

Meeder Tax Managed Portfolio Request Form

Meeder Tax Managed – Sample Client Portfolio

Meeder Insights & Market Commentaries

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

[ON DEMAND] Fed Rate Cuts to Slow as Bull Market Continues

Market Insights & Investment Commentaries

Markets in Focus: Bi-weekly Video Series

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
Regional Consultants
Kevin Bosch
Senior Regional Consultant
Garrett DeSalle
Internal Consultant
Ross Emrick, BFA
Senior Regional Consultant
Ron Francisco
Regional Consultant
Blake Holbrook
Regional Consultant
Cody Holbrook
Senior Internal Consultant
Byul Jheong
Internal Consultant
Will Naas
Regional Consultant
Troy Oehler
Internal 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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