As part of retirement planning, this Annuities infographic illustrates how these investment vehicles work. An annuity is a financial product, purchased through a lump sum payment to an insurance company, and provides a pre-set distribution of income. Typically, it is used during your retirement years.

Annuities are uniquely designed to provide a steady cash flow for people during their retirement years.

This Guide to Annuities infographic illustrates the various types of annuities available, including life, term certain and variable options. It outlines key features, such as payout options, risk factors, and potential benefits, helping your clients discover how each type works.

By highlighting the important factors to consider—such as time horizon, risk tolerance, and income needs—this guide serves as a useful tool to help your clients understand why you may be recommending this as a suitable investment choice for them.

Income Protection

Canadian life insurance companies have the obligation to be members of a consumer protection agency, so in the unlikely event that a Canadian financial institution fails, consumers are protected by a variety of compensation plans.

For more retirement resources, see these related infographic:

• When to Take Your CPP
• Retirement Readiness
• Retirement Planning Trade Offs Infographic

Communicate Complex Concepts
Financial infographics are powerful tools for transforming complex data and information into a clear, visually engaging story. By presenting insights through visuals, clients and prospects can quickly grasp key concepts, making the content more memorable and impactful.

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Keep your client communications fresh and relevant with vibrant, timely infographics that can be easily shared on social media, through email, in meetings, or via mailings.

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Infographics are personalized with the advisor name, contact information and company logo.