From: gd71@????????.com Date: Sun, 04 Mar 1990 12:09:57 -0700 Subject: Re: Do you need help?
WHERE DO YOU STAND? Yes No ___ ___ Do you have a gameplan to control debt in your life? ___ ___ Do you have a program in place to fund your children's education? ___ ___ Are you saving enough to provide for retirement security? ___ ___ Are you happy with your overall financial picture? Most people know exactly what they want but they don't have any idea how to accomplish it. That's where we come in - we can help you to develop your personal program to achieve financial independence. Our Common Sense Plan program will analyze your financial needs and illustrate the various options to help you to prepare for your financial future. THERE IS NO CHARGE FOR THIS SERVICE. It takes about 15 minutes to complete the enclosed form. Then e-mail it back to me. Please call me at 520-452-0327 if you have questions or e-mail to gd71@????????.com Sincerely, Gary D. Dickey Representative Primerica Financial Services, member of Travelers Group 604A Graham Avenue Sierra Vista, AZ 85635 FAX 520-452-0327 E-Mail: gd71@????????.com Securities offered through: PFS Investments, Inc. Member NASD and SIPC Home Office: Duluth, Georgia 30199-001 (770) 381-1000 Primerica Life Insurance Company/Executive Offices: Duluth, GA PERSONAL GOALS: Amount Years Required Description $______ _______________ ______________ Dream Car $______ _______________ ______________ D/P on Dream Home $______ _______________ ______________ College for children $______ _______________ ______________ Weddings $______ _______________ ___________________________________ $______ _______________ Age __________ Retirement Our Business Is About Helping People 1. Do you own an IRA? _____ Current Amount ? $______ Rate of Return?___% 2. Do you have an emergency savings?______ If Yes - Amount ? $______ 3. Do you get a tax refund?____ If Yes-Amount? $ _____ # of Deductions___ 4. Do you own bank credit card(s) ?_____ If Yes - Average Interest Rate?____ % Total Balance(s)? $__________ 5. Deductible on your car insurance? $_______ Home insurance? $________ 6. Do you own Hospitalization insurance?______ Monthly Premium? $ ______ Do you own Disability insurance? ______ Monthly Premium? $ _______ 7. What is the interest rate on your home mortgage?_________% 8. Do you own Credit Life or Mortgage Protection? _________ 9. Do you own personal life insurance? _______ Amount of protection on you? $_______ Monthly Premium? $______ Amount of protection on spouse? $_______ Monthly Premium? $______ Amount of protection on children? $_______ Monthly Premium? $______ Amount of group protection-you? $_______ Monthly Premium? $______ Amount of group protection-spouse $_______ Monthly Premium? $______ 10. If your spouse's income stopped today, how much monthly income would you want in addition to your income? Wife $____ Husband $__________ For how long? Wife _____ yrs Husband ______yrs 11. How much money would you want per month to retire today? $_________ At what age would you like to retire? ____________ What have you currently saved? $___________ What inflation rate would you expect? ______% (4-5% historically) 12. Do you want to help send your children to college? _________ What annual amount do you want to provide (today's dollars)? $_______ Current savings ? $__________ Monthly savings? $________ 13. What % of your current income can you save toward your family's future? 5% _______ 10% ________ 15% _______ of monthly income 14. If I could show you how to have more money if you live, more money if you die, and do it without costing you any more money than you are currently spending, could we possibly do some business? ________