FreshPlan’s infographics turn complex financial topics into clear, compelling visuals your clients can grasp in seconds. Whether you’re answering a quick question, building a full plan, or nurturing relationships between meetings, these visuals make your advice easier to explain—and harder to forget.
This infographic can trigger great conversations with clients about their expectation for their retirement.
Discover income splitting strategies that couples may consider when planning for retirement.
Annuities are uniquely designed to provide a steady cash flow for people during their retirement years.
Explore how investors benefit from working with a financial professional.
Pension Considerations infographic illustrates some of the pros and cons of taking regular pension payments or a lump sum commuted value.
This CPP and OAS Retirement Benefits Infographic illustrates considerations about amounts, eligibility, applying for benefits and taxation.
