FINANCIAL WELLNESS WORKSHOP
PRIMERICA®
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,
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