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Primerica is the one company poised to solve the financial problems of the middle market. Our representatives meet with families in their own homes, across the kitchen table, and teach them “how money works”. These fundamental financial concepts are not taught in school. Primerica believes everyone has a right to know these simple principles – not just the wealthy! While other companies target the affluent, Primerica helps hardworking families all across North America. Through education and by offering a customized financial strategy, our clients are able to take advantage of our common sense solutions and get on the path to financial independence … and freedom! |
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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. |
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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. |
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Who Could Benefit From an FNA? |
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· Anyone with children · Anyone with debt · Anyone who plans to retire someday · Anyone who lacks a strategy for financial independence |
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Here’s an overview of the FNA’s five basic sections and the information you’ll receive from each:
Debt Solutions
Retirement Income
Education Funding
Income Protection
Building Your Financial Future |
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Heidi McCarroll, Representative McCarroll & Associates Representing Primerica Financial Services (586) 619-0123 Email:pfsoffice@att.net |