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Annuities Infographic

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.

Guide to Annuities infographic displayed on laptop

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

This Guide to Annuities infographic illustrates the different types of annuities and features and considerations to help determine if this is the right investment for your clients. This piece is designed to start the conversation about how these products are used in retirement planning.

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

Companion Calculator

Several companions calculators help to illustrate various scenarios to help you plan for the year ahead. Companion calculators include:

Taking CPP Early or Late?
CPP & OAS Benefit Amounts
OAS Clawback
Will the Money Last?
Commuted Pension

Infographic Features

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

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

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