What The FNA Covers
Reach Your Financial Goals Faster
Just about everyone could benefit from putting together a formula to reach his or her financial goals. A Primerica representative can help you design a recipe for success. Primerica’s Financial Needs Analysis (FNA) is a tool that has been used by millions over many years, to not only get families where they want to go, but to also get there faster.
Do you:
- Have children?
- Face a future filled with debt?
- Plan to retire someday?
- Want to better understand basic financial concepts?
If you answered “yes” to any of these questions, then you could find an FNA extremely helpful. A Primerica representative can produce a personalized FNA for you with about half an hour of your time. We’re so certain you’re going to find the FNA useful that we offer it as a complimentary service! It’s also confidential and has no strings attached. You just need to do it.
The FNA Can Help You With:
Debt Elimination
Discover strategies for paying off credit cards and loans in the quickest and most efficient manner possible.
Retirement Solutions
Receive a detailed analysis regarding the amount of money you might need in your retirement.
Income Protection
Find out what you need to do to help ensure your family’s financial future should you die prematurely.
Education Funding
Estimate the costs for sending your child to a specific school and find out how to fund your child’s education.
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.
