Consulting Agency
Services
Financial Needs Analysis
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If you’re like many people, you’re in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there’s only so much money to go around and preparing for the future can be overwhelming.
The Burton Group can help. A complimentary Financial Needs Analysis (FNA) can help you bring your current financial situation to light. It can show you where your finances stand today and what you need to do to prepare for tomorrow.
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Here’s an overview of the FNA’s five basic sections and the information you’ll receive from each:
1. Debt Solutions Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.
2. Saving for Retirement Offers scenarios to show you how much money you need to set aside for retirement.
3. Education Funding Projects actual costs for specific schools you select, then shows you several strategies for funding your children’s education expenses.
4. Income Protection Offers a variety of strategies to ensure your family’s financial future should you die prematurely.
5. Building Your Financial Future Pulls all your information together by outlining specific steps to put your plan into action.
Term Life:
The Burton Group Understands What Families Need for Life insurance
• Simple, affordable term life insurance
• Benefit- and feature-rich solutions
• Your own representative interested in you
• Up to 70% of face amount terminal illness benefit with waiver of premium with a maximum of $400,000
• Industry-leading renewal options
• Family banding
• Unique custom term solutions
• Increasing Benefit Rider
Investments
• Mutual Funds
• Managed Investments
• Annuities
HOME AND AUTO INSURANCE
Auto & Home Insurance Referral Program
Get competitive rate quotes in 10 minutes or less. Shop among top-rated insurance providers to help you find great coverage for your money. There is no obligation to buy – just an opportunity to save money and get the coverage you deserve.
PREPAID LEGAL
The Primerica Legal Protection Program (PLPP) can help to protect you against potentially devastating legal problems. PLPP empowers you in the knowledge that a qualified Provider Law Firm is in your corner.
IDENTITY THEFT PROTECTION
Identity theft has been one of the top consumer complaints filed with the FTC for more than 15 years.*
Victims are spending an exorbitant amount of time and money dealing with it. The criminals are getting smarter. And they're not going away.
ID Theft Defenseâ„ , offered by Prepaid Legal Services, Inc., understands all the potential threats, how to protect against them, and how to restore any damage done.
ID Theft Defense helps protect your identity in three ways:
• Monitoring your personal information and financial accounts
• Providing counseling and emergency assistance, if needed
• Restoring your identity should a breach occur