Financial priorities checklist

‘Because I care enough to ask’

Y ou trust me, your Farmers agent, with the mission to
provide insurance coverage against unforeseen losses.
Did you realize that I can also help you build and protect your future
financial well-being through Farmers New World Life Insurance
Company and Farmers Financial Solutions?
These are some of the services I offer that can help you achieve
your goals:
■ Provide college and education savings plans for your
children/grandchildren
■ Prepare for your retirement. (You plan to retire at age ________)
■ Pay off your mortgage and debts in the event of your death
■ Safeguard your family’s lifestyle in the event of your death
■ Cash accumulation on an income tax-deferred* basis
■ Guaranteed insurability of your children

_________________________
Scheduled meeting date

_________________________ _________________________
Insured Insurance and Financial Services Agent
Securities offered through Farmers New World Life Insurance Company
Farmers Financial Solutions, LLC 3003 77th Avenue S.E.
30801 Agoura Road, Bldg. 1 Mercer Island, Washington 98040
Agoura Hills, CA 91301

*This document is for informational purposes only. You should consult your attorney, accountant or tax advisor for legal or tax advice.
32-7983 7-07
College funding
1. Age of children _______ _______ _______ _______ _______
2. Years until college _______ _______ _______ _______ _______
3. Dollars desired _______ _______ _______ _______ _______

Retirement
1. Age
2. Years to retirement
3. Desired monthly income

Mortgage
1. Mortgage balance
2. Interest rate
3. Loan term
4. Number of years remaining

Earnings protection/Disability insurance

1. Monthly income
2. Number of years of needed income
3. Current Life insurance in force

Tax savings
1. Monthly allocation