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.

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.

Who Could Benefit
From an FNA?
  • Anyone with children
  • Anyone with debt
  • Anyone who plans to retire someday
  • Anyone who lacks a strategy for financial independence

Here's an overview of the FNA's five basic sections and the information you'll receive from each: