Get Started Today
Be Sure You’re On Your Way – With an FNA
What takes as long as watching one 30-minute television sitcom and yet can be indispensible in helping you achieve your financial goals and dreams? Primerica’s Financial Needs Analysis (FNA) has, for decades, helped families understand just what they must do to achieve their financial goals. And it’s true - you can get started in just a half-hour. A small investment of your time can help you make a real impact on your financial future.
Getting Started Is Easy
Set an appointment. If you don’t already know a Primerica representative you can click here for an office in your area. Reserve a time that both you and your spouse or partner can meet with your rep.
Here’s how take that important first step:
Set an Appointment
Check your local phone directory for the Primerica representative nearest you – or click here and then choose your state/province and ZIP/postal code. Reserve a time that both you and your spouse or partner can meet with your Primerica representative.
Important Information To Have
To help you get an accurate picture of your current financial health, make sure you have the following important information handy for your Primerica representative:
- Your latest pay stub
- All savings and investment account statements
- Retirement plan statements
- Company benefit statements
- Life insurance policies
- Education savings statements
- Financial aid and tuition amounts
- Mortgage documents
- Loan and credit card statements
Because the FNA is personalized, your results will be tailored specifically to you. Once you have an idea of where you stand, your Primerica representative can help you come up with a strategy to fix problem areas. You deserve a bright financial future. The complimentary FNA is the first step toward the life of your dreams. Let us help you today!
Primerica representatives market term life insurance underwritten by National Benefit Life Insurance Company, Home Office: Long Island
City, NY in New York State; Primerica Life Insurance Company, Executive Offices: Duluth, GA in all other U.S. jurisdictions; and Primerica Life Insurance Company of Canada, Home Office: Suite 400, 6985 Financial Drive, Mississauga, ON, L5N 0G3, Phone: 905-812-2900 in Canada.
In the U.S., securities and advisory services are offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, Georgia 30099-0001, member FINRA [www.finra.org]. Primerica and PFS Investments Inc. are affiliated companies. PFS Investments Inc. conducts its advisory business under the name Primerica Advisors.
In Canada, Primerica representatives offer mutual funds through PFSL Investments Canada Ltd., Mutual Fund Dealer, Head Office: Mississauga, Ontario. Primerica representatives market life insurance and segregated funds through Primerica Life Insurance Company of Canada, Head Office: Mississauga, Ontario. Head Office Address: 6985 Financial Drive, Suite 400, Mississauga ON L5N 0G3.
In the U.S., , the Primerica Legal Protection Program is a legal services program offered by contractual agreement between Pre-Paid Legal Services, Inc. ("LegalShield") and Primerica Client Services, Inc. Neither LegalShield, Primerica, nor their officers, employees or sales representatives directly or indirectly provide legal services, representation, or advice. LegalShield provides access to legal services offered by a network of provider law firms through membership-based participation. This is a general overview of the personal legal plan coverage available from LegalShield for illustration purposes only. Product features/services may vary. The benefits described may not be available in all states. See a legal plan contract for specific state of residence for complete terms, coverage, amounts, conditions, limitations, and availability.
In Canada, The Primerica Legal Protection Program is a legal services program offered by contractual agreement between Primerica Client Services Inc., PFSL Investments Canada Ltd., and PPL Legal Care of Canada Corporation, a subsidiary of Pre-Paid Legal Services, Inc. d.b.a LegalShield. The Primerica Legal Protection Program is available in Ontario, Alberta, British Columbia, Manitoba and Saskatchewan. Neither LegalShield, Primerica, nor their officers, employees or sales representatives directly or indirectly provide legal services, representation, or advice. LegalShield provides access to legal services offered by a network of provider law firms through membership-based participation. This is a general overview of the personal legal plan coverage available from LegalShield for illustration purposes only. Specific limitations apply. See legal plan contract for specific province of residence for complete terms, coverage, amounts, conditions, limitations, and availability.
