Get a Checkup With These Quick Questionnaire
We may all start out with the best of intentions, but life has a way of throwing us curve balls that can disrupt even the best-laid plans. Even those of us who are confident in our financial health could be surprised if we really took stock. Take the simple quiz below to get an idea if you are headed in the right direction. Remember, most people don’t plan to fail – they just fail to plan.
1. What will you live on during retirement?
A) I'm investing and saving for my future.
B) I figure I'll save a little and then count on Social Security benefits for the rest.
C) I haven't thought that far ahead.
2. If anything were to happen to you, how would your expenses be paid?
A) I have an individual life insurance policy.
B) I have a group life policy through my job.
C) I don't like to think about that kind of stuff.
3. How much have you saved for emergencies?
A) I have at least three months income stashed away.
B) I put away a little each month, but I always end up spending it.
C) Are you kidding?! Who has enough to save?
4. How much debt do you have?
A) I have "good" debt: a mortgage payment and not much else.
B) I have a few credit cards, but I'm working on paying them off.
C) Don't even get me started!
5. How do you handle legal questions?
A) I call my lawyers. They know what to do.
B) I check out one of those online legal advice sites.
C) I figure it will all work itself out.
Answer Key
If you answered:
Mostly As - Your financial future is looking good! You understand that unexpected expenses happen, and you're ready for them. A free FNA from Primerica can show you what you're doing right, ways that you could make your money work better for you and how to protect your assets!
Mostly Bs - You're on your way! But, you could still do more. Call a Primerica representative to schedule your complimentary FNA and learn how you can take that start and make your way to financial independence. You can do it!
Mostly Cs - Maybe you've had some financial hiccups. But, there's hope. Primerica can help you create a program to get you back on track. Plus, Primerica can connect you with legal professionals who may be able to help protect your resources as you regain control of your finances. The first step is your Financial Needs Analysis. The good news is, you can turn your finances around. Your Primerica representative can help.
Do You Know Your FIN?
One number could make or break your goals for the future. It's called a Financial Independence Number (FIN). This figure is the key to how you will spend the rest of your life. It represents how much you will need for monetary obligations, including your expenses during retirement.
Get your Financial Independence Number through the free, personalized FNA. Your Primerica representative will use the FNA to help you see how the choices you make affect your future. Besides, you can't know how close you are to your goals, if you haven't calculated how much you'll need to reach them. The Financial Needs Analysis is first. It will provide your FIN, and that's the first step toward financial freedom. Call your Primerica Representative today.
Getting Started Today
1. What will you live on during retirement?
A) I'm investing and saving for my future.
B) I figure I'll save a little and then count on Social Security benefits for the rest.
C) I haven't thought that far ahead.
2. If anything were to happen to you, how would your expenses be paid?
A) I have an individual life insurance policy.
B) I have a group life policy through my job.
C) I don't like to think about that kind of stuff.
3. How much have you saved for emergencies?
A) I have at least three months income stashed away.
B) I put away a little each month, but I always end up spending it.
C) Are you kidding?! Who has enough to save?
4. How much debt do you have?
A) I have "good" debt: a mortgage payment and not much else.
B) I have a few credit cards, but I'm working on paying them off.
C) Don't even get me started!
5. How do you handle legal questions?
A) I call my lawyers. They know what to do.
B) I check out one of those online legal advice sites.
C) I figure it will all work itself out.
Answer Key
If you answered:
Mostly As - Your financial future is looking good! You understand that unexpected expenses happen, and you're ready for them. A free FNA from Primerica can show you what you're doing right, ways that you could make your money work better for you and how to protect your assets!
Mostly Bs - You're on your way! But, you could still do more. Call a Primerica representative to schedule your complimentary FNA and learn how you can take that start and make your way to financial independence. You can do it!
Mostly Cs - Maybe you've had some financial hiccups. But, there's hope. Primerica can help you create a program to get you back on track. Plus, Primerica can connect you with legal professionals who may be able to help protect your resources as you regain control of your finances. The first step is your Financial Needs Analysis. The good news is, you can turn your finances around. Your Primerica representative can help.
Do You Know Your FIN?
One number could make or break your goals for the future. It's called a Financial Independence Number (FIN). This figure is the key to how you will spend the rest of your life. It represents how much you will need for monetary obligations, including your expenses during retirement.
Get your Financial Independence Number through the free, personalized FNA. Your Primerica representative will use the FNA to help you see how the choices you make affect your future. Besides, you can't know how close you are to your goals, if you haven't calculated how much you'll need to reach them. The Financial Needs Analysis is first. It will provide your FIN, and that's the first step toward financial freedom. Call your Primerica Representative today.
Getting Started Today
This website is not the official Primerica site. All this information is provided by a independent representative. Please see important disclosures.