Conducting a FNA

Now that you’ve gained a deep understanding of Middle America, their financial challenges, and the retirement pain points they face, you’re ready to take the next critical step: conducting a Financial Needs Analysis (FNA). This module will equip you with the skills and insights needed to effectively gather, assess, and analyze your clients’ financial data, enabling you to craft personalized strategies that address their unique needs.

The FNA process is the cornerstone of building trust and providing actionable solutions. By leveraging the knowledge from the previous lessons—such as understanding the fear of running out of money, the impact of deferred taxes, and strategies for protecting assets—you’ll be prepared to guide clients toward financial security.