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“Financial Needs Analysis”

“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

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“Financial Needs Analysis”

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  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?

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