Financial Needs Analysis

Financial Needs Analysis

If you're like many people, you're in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there's only so much money to go around and preparing for the future can be overwhelming.

Primerica Can Help

To help families better understand their personal finances, Primerica offers the Financial Needs Analysis*(FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that Primerica serves.

Financial Needs Analysis

Who Could Benefit From an FNA?

  • Anyone with children
  • Anyone with debt
  • Anyone who plans to retire someday
  • Anyone who lacks a strategy for financial independence

Here's an overview of the FNA's five basic sections and the information you'll receive from each:

  • Debt Solutions
    Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.
  • Retirement Income
    Provides a detailed analysis of how much money you need to prepare for retirement.
  • Education Funding
    Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses.
  • Income Protection
    Offers a variety of strategies to ensure your family's financial future should you die prematurely.
  • Building Your Financial Future
    Pulls all your information together by outlining specific steps to put your plan into action.