Segregated Fund Benefits Infographic
This FreshPlan infographic outlines how individuals can combine the growth potential of investment funds with certain guarantees and benefits of a contract with a life insurance company.
Segregated Funds have the potential to increase after-tax income while preserving capital
- 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.