-Financial Needs Analysis-
The WFG Financial Needs Analysis
After collecting a client’s personal financial strategy (PFS) questionnaire it is now time to input the information into the WFG Financial Needs Analysis (FNA). In order to do this, click the button below to be directed to the WFG website
The FNA Recommendation Sheet
The FNA Recommendation Sheet will help you to lay out a financial strategy that will keep things into perspective for your clients. Use the FNA report to help you to identify the financial independence numbers. Once you have done that then it is a matter of finding the right products and solutions.
FNA Recommendation Sheet (PDF)
FNA Recommendation Sheet (Excel)
Other Learning Materials
The Monthly Contribution Presentation (MCP) Learning Video
This video will help you learn how to to teach clients what some of their options are when it comes to saving and investing on a monthly basis.
The Lump Sum Presentation (LSP) Learning Video
This video will help you learn how to to teach clients what some of their options are when it comes to rolling over or transfer lump sums of money.