What Shapes Your Retirement Plan
WHEN TO SHARE IT
A client is starting to think more seriously about retirement and is unsure whether they are saving enough.
RETIREMENT
Help Clients See the Bigger Picture
Behind Retirement Planning
A successful retirement plan is rarely shaped by one decision. Lifestyle goals, retirement timing, savings, pensions, government benefits, investment growth and inflation all work together to influence how much income a client may need and how long their money may need to last.
Key Topics Covered
Use the infographic to help explore questions such as:
- What kind of lifestyle does the client want in retirement?
- When are they hoping to retire?
- What pension and government benefits will they have?
- How much have they already saved, and are they continuing to save?
- How could investment growth affect their retirement plan?
Why Share this Infographic?
This infographic helps clients understand why retirement planning involves more than simply reaching a savings target. 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
Bring the Retirement Conversation Together
Combine infographics like What Shapes Your Retirement Plan with interactive calculators to move naturally from a broad conversation to more personalized planning — without replacing the comprehensive planning software already part of your process.
MORE ADVICE. MORE PEOPLE. LESS TIME
Keep Exploring
Continue the retirement planning conversation with related FreshPlan resources such as:
