The FNA is both a service and a tool that an AXA financial
coach (or advisor) can use to explain to the customer in easy terms why life
protection is important, especially in cases of unforeseen setbacks and
emergencies. The financial coach can then help bridge the gap between where a
customer is and where he wants to be, allowing the latter to set S.M.A.R.T
(specific, measurable, attainable, realistic, and time-bound) goals, get a
clear picture of his finances, and create a suitable financial plan towards
making his dreams come true.
During the FNA session, a prospective customer will be
asked to identify his current life stage and priorities—a key step in the
process as financial needs change and become more complex as people grow older.
The financial coach will then explain the advantages of different types of
protection, and recommend the type of financial plan to make the customer’s
vision a reality.
The FNA tool is complemented by the eFNA Lite, a page on
the AXA Philippines website that offers the same functionality and benefits as
the FNA tool, but with faster and easier implementation. The full-version FNA
tool requires the assistance of a financial coach from AXA, while the eFNA Lite
can be used by the customer by himself and within a shorter period. The
eFNALite session ends with an invitation to connect with a real financial
coach, should you already decide to start crafting that winning financial game
plan.
“The introduction of the FNA platform and the eFNA Lite
website enables our customers to choose a plan that is suitable to their
priorities in life,” says Rahul Hora, AXA Philippines president and CEO. “It
creates a conversation, a connection, and a relationship with our agents,
allowing them to grow with AXA.”
Visit https://www.axa.com.ph/efna to get started on a
session, or www.axa.com.ph/appointments to get in touch with a financial coach
to get started on your journey to executing your game plan so you can live the
life you choose.
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