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DEBTS

$$. $$. ASSETS. $$. $$. INCOME. EDUCATION FUND. Coverdell. 529. UGMA. RETIREMENT. 401-K. SEP-IRA. Roth-IRA. Variable Annuity. SHORT TERM SAVINGS. Other Personal Goals – Travel, House, Boat, etc. EMERGENCY FUND. 3 to 6 Months. Money Market Account. DEBTS.

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DEBTS

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  1. $$ $$ ASSETS $$ $$ INCOME EDUCATION FUND Coverdell 529 UGMA RETIREMENT 401-K SEP-IRA Roth-IRA Variable Annuity SHORT TERM SAVINGS Other Personal Goals – Travel, House, Boat, etc. EMERGENCY FUND 3 to 6 Months • Money Market Account DEBTS Consolidation / Elimination LIFE HEALTH AUTO & HOME TIME Income Replacement

  2. “The cheap cost of term life insurance is further evidence that permanent life insurance – also called cash value insurance – is in most cases a supreme waste of money. For the vast majority of us, term life insurance is the only logical choice.” — SuzeOrman, as viewed on Finance.Yahoo.com, April 25, 2008

  3. HOW PRIMERICA HELPS FAMILIES

  4. Invest the Difference $142 monthly savings invested at 10% rate of return for 30 years = $326,481 at age 65 *The hypothetical example uses a 10% rate of return, compounded monthly, and is not indicative of the performance of any specific investment. Any actual investment may be subject to taxes and fees. This example shows a constant rate of return, unlike actual investments which may fluctuate in value.

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