Early Retirement Package
WHEN TO SHARE IT
A client just received an early retirement offer. Share this infographic before your meeting to help them identify the questions they’ll want to explore with you.
RETIREMENT
Help Clients
Look Beyond the Offer
An early retirement package can sound attractive—especially when severance is on the table. But deciding whether to accept an early retirement offer can affect retirement income, pension benefits, taxes, workplace benefits and long-term financial security.
6 Key Questions
The Early Retirement Packages infographic gives financial professionals a quick, client-friendly way to frame the conversation around six important questions:
- Can I afford to retire early?
- What is the package really worth?
- How will my pension be affected?
- What are the tax implications?
- What happens to my benefits?
- Am I financially ready for 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:
Pair with Companion Calculators
Use this infographic as the starting point. Stack it with calculators and other FreshPlan resources.
Share it
with Clients
Share an infographic directly from FreshPlan and give clients an inviting introduction to the topic – and not another long document.
SHARE YOUR WAY
Before a Meeting | During a Conversation | As a Follow-up | In a Newsletter
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
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