FreshPlan infographic highlights the many insurance options to best suit your clients’ needs.
“Life insurance and living benefits all play an important role in a comprehensive financial plan”
Determining the right insurance coverage is an important decision. Proper planning will help to ensure that survivors have enough money to pay off debts, pay the daily bills and ensure there are enough funds to live on. FreshPlan infographics help to explain the following complex insurance concepts:
- Personal Insurance
- How Much is Enough Insurance
- Critical Illness Insurance
- Disability Insurance
- Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
- Personalized for individual Advisors
- Current and timely for client communications
- One of many infographics included in FreshPlan software
Calculate. Educate. Plan.
Communicate complex concepts from all areas of financial planning with current, visual infographics.
FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.