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A financial needs analysis (FNA) is an overview of your current and future financial situation. It takes into account assets, such as wealth and income, set off against liabilities, such as debt and dependents.
A financial needs analysis, also known as a financial planning needs analysis, is a comprehensive evaluation used to determine an individuals or familys financial needs.
Primerica can help To help families better understand their personal finances, Primerica offers the Financial Needs Analysis (FNA).
A needs analysis helps determine the right coverage amount by evaluating financial obligations, future needs, and existing assets. Choose between term and permanent life insurance based on your current and future financial goals.
A needs analysis template is a document that can easily be reproduced in a set format to guide people through the process of conducting a needs analysis for their specific team, business, or client.
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People also ask

A life insurance needs analysis is a financial assessment that helps determine the appropriate life insurance coverage required for your unique circumstances. The goal is to help ensure your loved ones have enough financial resources to maintain their quality of life if you pass away.
How much life insurance do I need? It can be hard to answer that question on your own. A Baltimore Life agent can help you find an answer through a Financial Needs Analysis (FNA), a no-cost, no-obligation service designed to determine your life insurance needs. The FNA process is strictly confidential.
To help you decide what insurance you need, make a list of the risks or events that concern you. Assess the likelihood of the event happening and the financial loss you or your dependants may suffer if so. Consider how you would cover the financial loss.

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