FINANCIAL WELLNESS WORKSHOP
FNA CHECKLIST
At Primerica, we believe that achieving the goal of financial independence is a process that involves the cooperation and input of both partners. It is important that, if you are married, your spouse be present for this appointment.
In order to complete an accurate picture of your present financial position, you will need to have the following information available:
? Two current pay stubs (if married, two for both of you)
? Past two years annual income tax returns
? Savings and investment account statements, including all retirement account information (IRAs, 401(k), 403(b), etc.)
? Info on all insurance policies (auto, life, homeowners)
? All debt information (balances, payments and rates)
? Your financial goals and objectives
Primerica offers a business opportunity that involves the sale of term life insurance and various other financial service products. Primerica representatives are independent contractors, not employees. Life Insurance: Primerica representatives market term life insurance underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY in New York State; and Primerica Life Insurance Company, Executive Offices: Duluth, GA in all other U.S. jurisdictions. Investments: PFS Investments Inc. (PFSI) offers brokerage and advisory services. PFSI, 1 Primerica Parkway, Duluth, Georgia 30099-0001, member FINRA [www.finra.org). PFS Investments Inc. conducts its advisory business under the name Primerica Advisors. Primerica, Inc. and PFS/ are affiliated companies,
Financial Workshop Questionnaire
Please complete this form
Name:
Phone:
E mail:
What are you most interested in? (Please mark all that apply.)
How to pay down debt faster
How to know if I'm saving enough for retirement
College savings plans
How my life insurance works
Personal (Tell us a little about yourself)
Married
Homeowner
Children
25 years or older
Work full time
Comments:
Proverbs 13:11 NIv Dishonest money dwindles away, but whoever gathers money little by little makes it grow.
Thank you so much for your time. We greatly appreciate you attending our workshop.
Chris & Jenn Foreman
