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Financial Needs Analysis - FNA by Barkathfin.com

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AGENDA TAB OF ORIGINAL FNA   FNA CALCULATOR LINKS VANGUARD COLLEGE SAVINGS PLANNER (IF NEEDED) MONTHLY RETIREMENT INCOME @ 65 w-INFLATION 3% RETIREMENT WITHDRAWL CALCULATOR ~$315K FOR COUPLE IN TODAY'S DOLLARS  (ADD 3% INFLATION FOR FUTURE) COMPOUND CALC (USE ~4% or 5% RATE) ======================================= FNA TAB https://www.barkathfin.com/financial-need-analysis-fna/ Sample -  original FNA doc  ========================================= NOTES TAB 1) Educate the client to the point they understand and leave it to them to make their decision and respect their decision 2) It is not more about what to say, it is more about what you "listen" from them 3) When you ask the Right Questions, they will close by themselves 4) It is not about the sales, it is about educating my clients, this should be your mindset when you sit with them 5) Results are not in our control… Improvement is in your control 6) Let it be more interactive because People love to buy and hate to ...
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Barkathfin.com Presents - Why you need Life Insurance 'Yesterday'!

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Term Quick Quotes https://rapid-rater.live.web. corebridgefinancial.com/ QoLRapidRater   https://www. northamericancompany.com/free- term-quote#/termQuote     This is not all DOOM & GLOOM but to help you be ready. 1) Benjamin Franklin Quote 2) What is Life Insurance 3) Term vs Perm 4) X Curve - Why you need Life Inuranse Yesterday 5) Key value additions - Check with Uma =================================================================== 4 LIFE INSURANCE : a) TAX b) LIVING BENEFITS c) SUITABILITY d) PORTABILITY   4 to 6 weeks for processing ================================================================= Black Jacket Equity Share is   X Curve SEFC - has 10,000 shares (It is Million dollar game ) . Million is achievable. 4 Quadrants of Business. =========== IUL Rate of return 20-30 Long years  1.5 Million --> to leave behind 1 million. How about a plan which grows over next 20 to 30 years. Put in about 300K , your money will gr...
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Barkathfin.com presents Special Needs Trust Software : An Overview PH:804-704-6041

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                   Special Needs Trust Creation       Orientation for  Netlaw  Online Software A Special Needs Trust (SNT) is a legal arrangement designed to benefit individuals with disabilities without jeopardizing their eligibility for government assistance programs such as Supplemental Security Income (SSI) and Medicaid . Why Consider a Special Needs Trust? 🔹 Ensures long-term financial support for a loved one with disabilities. 🔹 Provides peace of mind that funds are managed responsibly. 🔹 Helps prevent the accidental loss of vital government benefits. Please go through the following informational videos What is a Special Needs Trust video   Difference between Asset Protection Trust and Special Needs Trust video   What is Supplemental Security Income for Children - SSI                                  ...
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Barkathfin.com presents - Online Estate Planning : Tips & Pointers!

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    Will & Trust Process Orientation for  Netlaw                                Online Software Congratulations, you have taken the first step to protect the family and assets.    Now, let's complete the process of creating and notarizing the documents ASAP and help as many families as possible to take care of these important documents.   Please work with your financial professional to set up a time, but before that try to complete all basic steps by watching the below short video, and then identify key people first. When using the Netlaw software, we will be preparing a total of 6-7 documents that will be prepared for Husband. There will be 6-7 Documents prepared for the Wife also.   First things first, please s pend some time to watch this video  to get an idea on how to complete the forms online.  Here is the list of things you need to do be...
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