Personal Insurance Infographics
This series of personal insurance infographics highlight the many insurance options to best suit your clients’ needs.
Estate Planning Infographics
Three infographics illustrating Estate Planning as the process of structuring personal and financial affairs so that upon death, assets are distributed according to your wishes.
Staying the Course
This FreshPlan infographic highlights the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.
Market Volatility
This infographic illustrates historical performance of the S&P/TSX Total Return Index for an investment in 1969.
Net Worth Statement
Before your clients can reach a financial goal, they need to know where they stand.
Home Buyers’ Plan Infographic
For clients who are planning to use their RRSP to help them with a down payment.
Lifelong Learning Plan
The Lifelong Learning Plan allows individuals to withdraw money from their RRSPs to finance full-time training or post-secondary education.
Financial Planning Myths
A great prospecting piece for financial advisors.
Retirement Planning Trade Offs
This infographic can trigger great conversations with clients about their expectation for their retirement.
Cash Flow Statement
This FreshPlan infographic outlines how you can control your financial affairs through a cash flow statement.