An agent can start with a financial needs analysis to help you identify your current financial situation. They will listen to your needs and goals and use this information to help determine the type of policy that may be right for you.

These are the areas that the analysis looks at:

Cash flow: Earn additional income and manage expenses
Proper protection: Protect against loss of income and protect family assets
Debt management: Consolidate debt and strive to eliminate debt
Build wealth: Strive to outpace inflation and reduce taxes
Emergency fund: Save at least 6 months of income and prepare for unexpected expenses
Preserve wealth: Reduce taxation and build a family legacy

FAQs

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