Financial Needs Analysis (FNA)

FNA is a sales tool designed to motivate clients to take action. FNA uses cash flow to analyze the five basic modules of capital needs analysis:  Education, Retirement, Cash and Survivor Needs, Disability Needs and Long-Term Care.

Training Videos*

Learn about the tools at your own pace- then put them to good use.

• Quick Product Tour - 4 minutes
  Quick overview of the tool.
• Quick Sales Tutorial - 6 minutes
  Quickly enter client data and create the printed presentation.
• Selling with the Printed Presentation - 30 minutes
  Understand each part of the presentation and how to create sales opportunities withthe presentation (in chapters).
• Moving from FNA to Estate Tax Analysis - 12 minutes
  See how easy it is to uncover additional client needs and create more sales opportunities.

Prospecting Tools

Interest your prospects in the concept- then apply their numbers in the analysis tools.

• Client Brochure - Financial Questions
• Client Brochure - Financial Planning
  Introduce the financial analysis process to your clients.  Then engagethem for a true analysis.
• Prospecting Letter - Education Analysis
• Prospecting Letter - Retirement Analysis
• Prospecting Letter - Survivor Needs Analysis
• Prospecting Letter - Disability Needs Analysis
  Ask your clients where they stand with a specific need.  Answer their questionswith an analysis.

Resources

Be prepared at any client meeting- put a copy of these in your briefcase!

• Paper Fact Finder - Basic Needs Analysis
• Paper Fact Finder - Education Funding
  Collect client information away from the computer.  This fact finder has the exact same data points as electronic PlanFacts version.
• Sample Presentation
  Use this hypothetical case to show your clients and prospects the type of work you can do for them.

*Although the training videos may contain slight differences in appearance, your version of PlanLab willl contain the same navigation and functionality as what you see in the videos.