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Financial Needs Analysis (FNA)

A Financial Needs Analysis is a systematic approach to assessing an individual's or family's financial situation. It involves evaluating income, expenses, assets, and liabilities to identify financial goals and needs. By conducting this analysis, individuals can make informed decisions about budgeting, saving, investing, and planning for retirement. Ultimately, it serves as a foundational tool for achieving financial security and peace of mind.

Complete the FNA form

Complete the FNA form with as much information as possible. You can enter the estimated amount where applicable.

Click HERE to access the form.

Business representative
Business representative

After submitting the FNA form

The insurance advisor, Sudwip, will review all the information and contact the client to advise them on the next step.

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