Joseph Roppolo

Joe Roppolo is a Regional Vice President with Primerica in Dallas, where he has worked since 2002. He helps families and small business owners with term life insurance, mutual funds, IRAs, college savings and business retirement plans through a goals-based approach.

Joe Roppolo has been with Primerica since 2002 and serves as a Regional Vice President from the company's Dallas office on LBJ Freeway. His focus is what he calls Main Street families: households that want to protect their income, pay down what they owe and build savings without needing a large balance to get attention.

Joe is a registered representative of PFS Investments Inc., a licensed life insurance representative and an investment adviser representative. Through those licenses he offers term life insurance, mutual funds, annuities, traditional and Roth IRAs, 403(b) plans and college savings plans. For business owners he works on 401(k), SEP, SIMPLE and payroll-deduction retirement plans. He also refers clients to an auto and homeowners insurance program.

His approach is goals-based: build an emergency fund, invest for the long term using established asset managers, and plan for retirement income. Married couples with children, recent home buyers and business owners are the families he works with most. Products are offered only in the states where he is licensed, including Texas.

Why members refer Joseph

1. With Primerica since 2002, serving as Regional Vice President in Dallas
2. Licensed for both life insurance and investments, so protection and savings are planned together
3. Goals-based process: emergency fund, long-term investing, retirement income

Questions people ask