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.
Annuities Infographic
Annuities are uniquely designed to provide a steady cash flow for people during their retirement years.
Retirement Planning Trade Offs
This infographic can trigger great conversations with clients about their expectation for their retirement.
Segregated Fund Benefits
Segregated Funds have the potential to increase after-tax income while preserving capital.
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.
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.
Critical Illness Insurance Infographic
Critical Illness insurance can protect you if you are diagnosed with a life-altering condition.
Disability Insurance Infographic
Disability insurance provides protection if you’re unable to work and earn an income.
Share financial infographics to attract attention and increase engagement.
Marginal Tax Rates Infographics
Marginal Tax Rate infographics outline 2025 marginal tax rates taking all federal and provincial taxes, surtaxes and the basic personal tax credit into account.
Money Dates Infographic
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.
Charitable Giving Infographic
Charitable Giving infographic illustrates some of the benefits available for an immediate approach to giving, or a long-term philanthropic plan.
Money Facts Infographic
From 2025 registered contribution limits to benefit amounts and tax rates, Money Facts infographics serve as a helpful reference with clients.
High Ratio Mortgage Infographic
For clients who may be looking to buy a new home, this FreshPlan infographic illustrates how high ratio mortgages work.
Tax Loss Selling
Discover what tax loss selling is, the benefits for investors, the superficial loss rule and 2024 deadlines.