TRUST RESPECT CUSTOMIZED
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- Matilda Knight
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1 Survey for Trainee Phone numbers(s) Date: / /20 TRUST RESPECT CUSTOMIZED 3 Reasons Why We Are Here: 1. Referral Base 2. Earn your business as clients 3. Expanding & Need Help Current Careers? What Do You Like About Your Current Career? What Do You Dislike? What s most important in your life? Work or Family What are some things that you and your family would do differently if time and money were no issue? For example: What s important to you? What do you dream about? Home: Own A Business: Travel: Education: Charity: Hobbies-Recreation: At what age are you on track to retire? What is your ideal retirement age? How much annual income would you need to hit those goals? / yr. When will your current career allow you to accomplish this? If we can show you a way to help you reach your goals that would give you more money, security and freedom than your current career, would you be open to exploring that option? Y N So, if we show you a legitimate and viable way to earn your dream income through helping people in a meaningful way, would you do it? Yes No Why I decided to get involved with Primerica (2 minutes or less) As I go through my presentation I want you to ask yourself 3 questions: 1. Is our company credible? 2. Is what we do for families life changing? 3. Who do you know that would benefit from meeting with us? Ask: Who can you think of right now (first names only) that is Married- Has kids- and a Homeowner? Who comes to mind first when I say: Best Teacher- Most Enthusiastic- Most Ambitious- Most Competitive- Best Skills with People (Look down at the referral sheet and start writing names as they say them) *Explain Financial House/Briefly flip through Sample FNA/Show Compensation*
2 Steps to Develop a Plan for Financial Success 1. Exploratory Process Take Steps to Qualify 2. Deliver Financial Needs Analysis Establish Financial Roadmap Discuss Mutual Funds Date: Time: 3. Orientation Meeting Date: Time: 4. Finalize Paperwork Review Total Financial Game-Plan For Reaching Financial Security.
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4 FINANCIAL NEEDS ANALYSIS (Do not proceed unless all decision makers are present) 1. COMMITMENTS 1. How much more could you set aside to help you reach your goals? We find most of our clients can free up 200 per month. However, there are a fortunate few who can free up 500 or more. And then there are those who are on a fixed or limited budget who can only free up 100. Which category best describes you? [ ] 100 per month [ ] 200 per month [ ] 500 per month [ ] monthly amount 2. INCOME AND RETIREMENT How much minimum monthly income would you like to receive at retirement? per month INCOME SOURCES Monthly Gross (Pretax) Income Monthly Income (rental, 2 nd job, child support) Monthly Income Taxes (Federal, State, FICA (SS), and Medicare) Do you normally receive an income tax refund? Y N How Much? (explain interest free loan to government, for every 600 they get back, adjust W-4 by 1 exemption) RETIREMENT PLANS Do you work for the state? Y N Y N How long? Are you involved in any type of retirement plan 401k, IRA s? Y N Y N Current balances? How much do you contribute monthly? Does your employer match? Y N Y N How much? FORMER RETIREMENT PLANS Do you have assets from a previous employer? Y N Y N Have you rolled this over to a personal account yet? Y N Y N What are the balances in these accounts?
5 NON RETIREMENT ASSETS Balance Monthly Contributions Emergency Fund Bank Checking/Savings CD s, Stocks, Bonds, or Mutual Funds 3. INSURANCE/PROTECTION DATA Do you have a current will? Y N If it were affordable would you like to have one? Y N How much do you pay for? Auto Insurance if we could give you a better value would you consider changing with us? Health Insurance Dental Disability Cancer LIFE INSURANCE COVERAGE AT WORK Children Do you use tobacco in any form? Y N Y N Do you have any group life insurance coverage at work? Y N Y N Y N How much coverage? How much of the premium do you pay? What happens to your employer paid group coverage if or when you leave your employer? LIFE INSURANCE COVERAGE OUTSIDE OF WORK Do you own personal life insurance other than through work? Y N IF NO: When a responsible family like yours doesn t have life insurance outside of work, its usually due to one of the following reasons: A: Didn t see a need for it B: Didn t think you could afford it or C: Never got around to it Would you say its unimportant Important or very important to properly protect and secure your families future if you were to die prematurely? IF YES: Children What type? Company? Payment? Coverage? Cash Value?
6 Are you over insured underinsured or you don t know Do you have your current policies? Could I see them? Ask if you can take and analyze them, and bring them back with the FNA. What is your relationship with the agent who sold you this insurance? If we put together an affordable Life Insurance program that adequately protects your family and improves upon your current program, will you implement that program? Y N 4. DEBT MANAGEMENT DATA HOME MORTGAGE Current Balance Interest Rate % Home Market Value Payment Details: Principle and Interest Payment Taxes Additional principle payment Escrow Y N Insurance PMI/MIP Total Payment CONSUMER DEBT Name Balance Min Pmt Act Pmt Int Rate 2 nd Mortgage Fixed Car #1 Fixed Car #2 Fixed CC Rev CC Rev CC Rev Personal Fixed Rev Student Fixed Rev Fixed Rev Fixed Rev Fixed Rev Fixed Rev Are you open to exploring the quickest and most economical way to get out of debt? Y N
7 5. EDUCATION Do you want to pay for your children s education? Y N Are you currently saving for your children s education? Y N If so, how much of it % If so where How much do you have saved? How much a month? 6. PERSONAL DATA Children Address City State Zip Phone #
8 Budget Worksheet Test, where is your money going? Use this Budget Worksheet to get a handle on where you are currently spending your money and identify areas that you could cut in order to reduce your overall expenses. Housing Rent Home Phone Mobile Phone Cable / Satellite Electricity / Gas Water / Waste Mgmt. Maintenance & Repair Home Improvements Household Help Lawn Service Association Dues Current Future Leisure Current Vacations Hobbies Club Memberships Restaurants Movie Theaters / Rentals Entertainment Books & Magazines Subtotal (e) Debt Payments Mortgage Consumer Debts Future Family Food & Grocery Clothing Medical / Dental / Prescriptions (not covered by insurance) Laundry & Dry Cleaning Child Care Educational Expenses Alimony / Child Support Baby Sitters Giving Charitable Non-Charitable Subtotal (a) Gifts (birthday, holiday, etc.) Transportation Gas & Oil Maintenance & Repairs Subtotal (b) Subtotal (c) Subtotal (d) Insurance Premiums Life Insurance Auto Insurance Homeowners Insurance (includes PMI) Legal Protection Subtotal (f) Health Insurance Long Term Care / Disability Savings Retirement Non-Retirement Education Subtotal (g) Goals & Dreams Emergency Fund Taxes Total Monthly Income Total Living Expenses (a + b + c + d + e) Total Expenses (f + g + h + i) Surplus / (Shortfall) = Current Subtotal (h) Income Taxes Property Taxes Subtotal (i) Future Test FNA 4 August 27, 2015
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