What Is the FNA?

Your Everyday Spending and Saving Habits Determine Your Financial Future

One of the most important building blocks in establishing a firm financial foundation is determining how to live within your finances. Are you able to regularly save at least 10 percent of your income toward your retirement? Do you have at least a six- month “emergency fund” in the bank in case something happened to your job? Financial health is all about the choices you make over the long term.

It’s never too late to change your financial future. That’s where Primerica’s Financial Needs Analysis (FNA) comes in. It’s complimentary, it’s confidential and it takes about 30 minutes.

When you think about the following items or services, how do you define them? As a want or a need?

  • • A new car every four years
  • • A workable retirement savings plan
  • • A 60” HDTV
  • • Adequate life insurance
  • • “Dream” vacations every year
  • • A one-year emergency fund

How you classify each of the above will most likely have a direct bearing on reaching your goals and dreams. Forgoing a new car for keeping the late model around for awhile longer or dialing down the entertainment center – and investing the savings toward your retirement and other financial goals – are choices that you can make to achieve your goals.

But sometimes the decisions aren’t quite so clearly cut and dried. That’s where Primerica’s Financial Needs Analysis (FNA) comes in. With a little data gathering and a few minutes a Primerica representative can produce a personalized, confidential and complimentary FNA for you and help you make a game plan for success.

Start In Just 30 Minutes

One of the best things that you can do for yourself and your family is to establish a realistic game plan that you follow. Your Primerica representative can meet with you and, in just 30 minutes, help you start developing that strategy – one that you know you can follow.

Primerica teaches people how money works so they can make informed decisions about how to manage their finances. The basics of money are generally not taught in school. With your FNA, you’ll learn the steps you need to take to get on the road to the financial life you want and deserve.

What the FNA Covers

Reach Your Financial Goals Faster

Is the FNA for You?

Get a Checkup with
this Quick Questionnaire

Get Started Today!

Be Sure You're Heading in the
Right Direction – With an FNA