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.
Year End Planning
Finish off the year strong with this updated for 2024 infographic filled with year end financial planning considerations.
Debt Service Ratios Infographic
Discover the impact of Debt Service Ratios on determining mortgage affordability.
Investment Holding Periods Infographic
Using a historical perspective, this infographic illustrates the best, worst and average returns of investment portfolio types over time.
FEATURED INFOGRAPHIC
Money Dates 2025
This 2025 infographic is a reference of important Money Dates
of when returns are due to be filed, payments are due and benefits are paid.
Personal Insurance Infographics
This series of personal insurance infographics highlight the many insurance options to best suit your clients’ needs.
Taxes and Investment Income
Taxes and investment income infographic illustrates various income producing investments and the impact of taxation.
Mortgage Insurance and Term Insurance
It's important to consider protecting your home investment with protection like mortgage insurance and term insurance.
Estate Planning Infographics
Estate Planning Infographics illustrate the process of structuring of your personal and financial affairs.
Share financial infographics to attract attention and increase engagement.
Personal Insurance Infographics
This series of personal insurance infographics highlight the many insurance options to best suit your clients’ needs.
Cash Flow Statement Infographic
This FreshPlan infographic outlines how you can control your financial affairs through a cash flow statement.
Net Worth Statement
Before your clients can reach a financial goal, they need to know where they stand.
Taxes and Investment Income
Taxes and investment income infographic illustrates various income producing investments and the impact of taxation.
Investment Fees Infographic
This Investment Fees Infographic will help financial professionals to navigate the conversation about fees with clients.
Canada Recovery Benefits
The Government of Canada announced three new temporary Recovery Benefits to support Canadians who are unable to work for reasons related to COVID-19.