Daniel Robert Alonzo National Sales Director Personal Financial Analyst - PowerPoint PPT Presentation

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Daniel Robert Alonzo National Sales Director Personal Financial Analyst

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Daniel Robert Alonzo National Sales Director Personal Financial Analyst
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Daniel Robert Alonzo National Sales Director Personal Financial Analyst

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  1. Daniel Robert Alonzo National Sales Director Personal Financial Analyst 3190-B Shelby Street Ontario, Ca 91764 Bus. (909) 980-8700 Financial Independence, A Step by Step Process Financial Recommendations for: The Sample Family • Adequately Insure Your Family’s Financial Future. Replace your income. – • Daniel’s Recommendations: You are currently on Track! • 2. Help to Fund your children’s College Education - $754 per month. • This will provide for an average 4 year college for Amber. • 3. Provide for Legal Protection - $35 to start and $25 per month. • Unlimited access to a respected law firm to protect your legal rights, property & person. • Make sure you have a WILL in place. • 4. ConsiderLong Term Care to protect your net worth. – See FNA. • 5. Get Financially Independent. • Emergency Fund - Liquid Money Market: Goal: $5,000 in money market account. • Wealth Building Fund-(401K/ROTH IRA/TSA/SEP/Def comp/VA) • High Growth Asset Allocation: Bottom Line: $670 more per month. • That will help you to accumulate the $2 Million you need to retire at age 60. • Start ROTH IRA’s - (Tax free money) • Kevin $330 monthly – 12% / 30 yrs = $1.1 million! • Karina $330 monthly – 12% / 30 yrs = $1.1 million! • 6. Your SMART loan process. Save thousands and get debt free years earlier! Please See FNA. • Immediate Actions: • $101 Life Coverage to Fully Protect Family.___ • Add $100 & Begin the SMART loan process___ • $330 / $330 Roth IRA’s___ / College Education $754 monthly___ • Long term care protection___ / $25 Consider Legal Protection___ • Earn part-time income with Primerica. Representing PFS Companies Please refer to Important Information Notes in Your FNA for further explanation. Securities offered through: PFS Investments Inc. Member NASD and SIPC Home Office: Duluth, Georgia 30199-0001 (404) 381-1000 Primerica Financial Services Insurance Marketing, Inc. Insurance offered through: Primerica Life Insurance Company Executive Offices: Duluth, Georgia AlonzoHierarchycd/PPT/1.7salesprocess/financialrecommendsample