This material is designed to simulate the use of the PAPER FNA to

be used for PFNA accreditation.

Please see instructions below for better usage experience:

1. Click this icon to proceed to the next part and this to return to previous.

2. There are parts where the “next” “previous” icons are not reflected, instead,
use the “down arrow” key of your laptop to reveal the animation accordingly.
3 . There are parts with short instructions embedded in red boxes ( VIEW ACCORDION , ),
click the box to navigate accordingly.
4. You should be able to input the client’s information in the “Dream Map”
portion using this field:

START g
Use the “arrow down” key
of your keyboard to reveal
flip portion of the kit.
 CLICK IMAGE OF THE
IDENTIFIED PRIORITITY
AXA FINANCIAL NEEDS ANALYSIS VIEW ACCORDION

I WANT TO START LIVING A LIFE OF COMFORT AND ASSURANCE BY PLANNING

1 AHEAD
AND ADDRESSING MY FINANCIAL NEEDS.
MONTHLY
FULL NAME BIRTH DATE INCOME:

MONTHLY INCOME
RANGE
Php 50,000 – 74,999
DEPENDENT BIRTH DATE
Php 75,000 – 124,999

Php 125,000 – 199,999

DEPENDEN Php 200,000 – 399,999

BIRTH DATE
T Php 400,000 – Above

TYPICAL NEEDS OF A FILIPINO

2 FAMILY

EDUCATION 3 1
NEED PROVISION GAP

RETIREMEN

IMPORTANT TODAY
T
1
NEED PROVISION GAP

INCOME
PROTECTION 1
NEED PROVISION GAP

MOST
HEALTH 1
NEED PROVISION GAP
 4 HOW I’D LIKE MY INVESTMENTS GROW?

30%

20%

10%
✘
0%

-10%
Risk-Free Conservative Balanced Growth Oriented
Portfolio Portfolio Portfolio Portfolio

Potential Growth Potential Loss

5 AXA‘s BEST SOLUTION

Thank you for choosing AXA as your financial services partner.

OPTION 1

OPTION 2
Yours sincerely,

OPTION 3 AXA Financial Partner

VIEW SOLUTIONS MATRIX

- END -