FINANCIAL INFOGRAPHICS
Visual, shareable and engaging infographics.
Growing Library of Sharable Infographics
FreshPlan combines over 75 financial calculators with a growing library of over 75 engaging financial infographics that illustrate a vast array of financial planning topics.
Communicate Complex Concepts
Not everyone has the time or desire to read long-form content. Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. In fact, when clients and prospects gain insights quickly, the content is more memorable.
Stay Connected Year-Round
Financial infographics are a valuable tool to help stay connected to clients and prospects all year. Whether on social media, email, or as part of a financial plan, they’re a great way to share information with others. Current and topical, each infographic is easy to share on their own or as part of a financial plan.
Holding Periods and Volatility
Updated annually, as holding period gets longer, returns become consistently more positive.
Investment Holding Periods Infographic
Using a historical perspective, this infographic illustrates the best, worst and average returns of investment portfolio types over time.
Commuted Pension
Pension Considerations infographic illustrates some of the pros and cons of taking regular pension payments or a lump sum commuted value.
FEATURED INFOGRAPHIC
Money Dates 2024
This 2024 infographic is a reference of important Money Dates
of when returns are due to be filed, payments are due and benefits are paid.
Reasons to Have an Estate Plan
The infographic highlights why having a well-thought-out estate plan is crucial.
Estate Planning Components
Illustrating the many parts of an estate plan in a way that's easy to understand.
Cash Wedge Infographic
The cash wedge strategy helps protect your retirement income in times of volatility.
Personal Insurance Infographic
Different types of personal insurance can protect you and your family.
Share financial infographics to attract attention and increase engagement.
Estate Planning for Blended Families
Estate planning in blended families is especially important due to complex family dynamics.
Estate Planning for Business Owners
Discover why having a well-crafted estate plan is crucial to Canadian business owners.
Dollar Cost Averaging Infographic
An investment strategy of investing the same amount of money at regular intervals.
Reasons to Have an Estate Plan
The infographic highlights why having a well-thought-out estate plan is crucial.
Estate Planning Components
Illustrating the many parts of an estate plan in a way that's easy to understand.
Education Planning Infographic
As the cost of education rises, it is more important than ever to start saving early.