Advice & business services
Make a distant topic tangible
Explain the retirement income gap and the main savings routes in simple pictures, and show how a planning meeting works.
Capri Video · Updated · 1 min read
For many people, retirement is decades away, so the topic gets postponed. A retirement planning explainer video makes the income gap visible and shows which routes exist and how a meeting with you works.
Make the gap visible
Show a sample person and two bars: income today and expected retirement income. The space between them is the question. Then present each route in one picture, such as public, workplace and personal savings. The aim is orientation. The film does not recommend a product.
What to bring to the brief
Your advisory process, a simplified sample calculation, an overview of the routes and reviewed disclosures.
Returns and tax advantages are never guaranteed. Mark figures as examples and have the film legally reviewed.
Where the video can help
Use it at client events, on the topic page and before a first meeting. Ask viewers what they would bring to their appointment. The right solution depends on the individual situation.