RETIREMENT
Early Retirement Packages
Help Clients Look Beyond the Offer
An early retirement package can sound attractive—especially when a substantial severance payment is on the table. But the decision involves much more than deciding whether the offer is “good.”
6 Key Questions
The Early Retirement Packages infographic gives financial professionals a quick, client-friendly way to frame the conversation around six important questions:
- affordability
- package value
- pension implications
- taxes
- benefits
- retirement readiness
PRO TIP:
Share it when your client receives an offer. Instead of trying to explain everything at once, give them a clear visual overview of the questions worth considering. Use it to help clients see the bigger picture before making a decision that could shape the next 25–35 years of retirement.
Why Share This Infographic?
Early retirement decisions bring several areas of financial planning together at once. Rather than overwhelming a client with details, this infographic provides a simple starting point for a more productive conversation. It can help you:
STACKABLE
Pair with
Companion Calculators
Use this infographic as the starting point.
Stack it with calculators and other FreshPlan resources.
- Take Your Pension Early or Late Calculator
Discover the financial implications of taking your pension at different ages. - Will the Money Last Calculator
Calculate how long your money will provide you with an annual income. - Inflation and Retirement Income Calculator
Illustrate how inflation can affect your retirement income.
SNACKABLE
Share Resources
with Clients
Share an infographic directly from FreshPlan and give clients an inviting introduction to the topic – and not another long document.
A Retirement Package Is More Than a Severance Offer
Give clients the big picture quickly—then help them decide what deserves a closer look.
MORE ADVICE. MORE PEOPLE. LESS TIME
