SlideServe
Télécharger Obtenir Pro
Menu
Accueil Pro
Préférences
ApparenceLight Aide et commentaires
© SlideServe · v2026

“Financial Needs Analysis”

shafira-sears avatar
shafira-sears
9 diapositives · 336 Views · Nov 13, 2014

“Financial Needs Analysis”. 30 years experience 10 yrs VP Sales major national life company 13 yrs Branch & Brokerage Manager 7 yrs Sales & Sales Manager. Families, Plans & Priorities. You have wonderful plans for your family’s future… Home Holidays Post secondary education Retirement

“Financial Needs Analysis” - slide 1
01 / 9“Financial Needs Analysis”
1 / 17

Télécharger la présentation

“Financial Needs Analysis”
Une image / un lien ci-dessous est fourni (tel quel) pour télécharger la présentation

Politique de téléchargement : le contenu du site vous est fourni TEL QUEL pour votre information et votre usage personnel ; il ne peut être vendu, concédé sous licence ni partagé sur d’autres sites sans l’accord de son auteur.Le contenu vous est fourni TEL QUEL, pour votre information et votre usage personnel uniquement. Téléchargez la présentation en cliquant sur ce lien. Lors du téléchargement, si vous ne parvenez pas à télécharger une présentation, l’éditeur a peut-être supprimé le fichier de son serveur.Pendant le téléchargement, si vous ne parvenez pas à obtenir une présentation, le fichier a peut-être été supprimé par l’éditeur.

F I N

Plus de contenu associé

Transcription de la présentation

  1. “Financial Needs Analysis”

  2. 30 years experience • 10 yrs VP Sales major national life company • 13 yrs Branch & Brokerage Manager • 7 yrs Sales & Sales Manager

  3. Families, Plans & Priorities • You have wonderful plans for your family’s future… • Home • Holidays • Post secondary education • Retirement • Etc.

  4. And… • Like many Canadians your lifestyle may be based upon 2 incomes. • What happens if one of the breadwinners dies prematurely? • Will your spouse and your family be able to maintain their previous standard of living? • If so, for how long?

  5. Don’t let lump sums fool you! • If I offered you $250,000 with the only condition that you could invest it, but you couldn’t work for income anymore, would you take it? • It’s a lot to win in a lottery, it’s not a lot to live on ! NB: $250,000 @4% = $10,000 / yr

  6. Financial Needs Analysis • I will ask you a series of questions and then I will input the information into software designed by Planist, an independentinter-disciplinary financial planning firm • Shortly thereafter, I will receive back your Financial Needs Analysis plan

  7. Financial Needs Analysis • The next time we meet, I will explain how the analysis has taken into account your objectives, assets, liabilities, inflation, rates of return, the dependency period, etc. • I will then recommend the best product(s) which will allow your family to maintain their standard of living in the event of a premature death

  8. Financial Needs Analysis • Please note: neither Planist nor the Professional Financial Planning Centre sell financial products • The team of professionals have created the Financial Needs Analysis software based upon a “Best Advice” approach for the client.

  9. Getting started • It will take about 20 minutes to complete the questionnaire; do you have time now?