Most employees save $300/month by signing up after the seminar for a free family financial checkup like a doctor visit. free exam. no fees.
Fanter Financial Agency and Hank Fanter provide a free financial needs' analysis and they get a copy. The $300 monthly is new found money. They can spend it anyway they want. if they buy nothing then we just ask for a referral to help someone else.
Typical Topics
"Show me a budget."
" Show me how to spend within my means."
"How can I pay down debt with my savings?"
"How can I prepay my mortgage?"
"Can you refer me to legal advice for a will?"
" Can you refer me to an agent for car and home insurance?"
"If Something Happened to Me, would my Family be Financially Secure?"
"Will I have enough income to put my kids through college?"
" Am I saving on taxes with the plans I have?"
"Enough to retire for life?"
"Am I paying too much for insurance?"
"Should I start a Roth IRA?"
"Should I have term or whole life insurance?"
"How much life insurance does my family actually need?"
"Do you carry accident insurance or long-term care?"
"Disability income coverage?"
What areas am I overpaying?"
Financial Education Programs
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