Original Videos and Infographics

Reliable, original and impactful content white-labelled with your branding.

Life Insurance Video

Having a Baby
Deciding whether you need life insurance and the type of insurance is important, especially if you have dependents. This video will help you understand why people purchase life insurance and also outlines the difference between term and permanent insurance to ensure you purchase the best policy for you.
Do you understand why people purchase life insurance and the different available options? This video gives you an overview.

#financialadvisor #financialliteracy #insurance

Missing the Best Day Infographic

Starting to Invest
One of the easiest things we can do as investors is to simply stay invested. This infographic shows you how over a 30 year period, as an investor, if you missed the best days in the market your returns would have been significantly lower. Unfortunately, it would be nearly impossible to predict when those best 50 days would be, so the only sure way to make sure you benefit from them is to keep your money invested and stick with the plan.
Over a 30 year period, if you missed the best days in the market your returns would have been significantly lower. Learn why it matters to stay invested.

#financialadvisor #financialliteracy #investing

Duties of an Executor Video

Aging Parents
Getting Married
Having a Baby
Raising a Family
When completing your will, you will need to name an executor. They will be responsible for making decisions on your behalf after you pass away. It is a challenging decision and the role comes with a lot of responsibility. This video outlines the primary duties they will fulfill after you pass.
Do you know all the responsibilities of an executor? Check out this video to see what they are.

#financialadvisor #financialliteracy #willplanning

Insurance for Business Owners Infographic

Owning a Business
As a business owner, it's important to ensure you have the proper insurance in place. Every business is different and finding the right balance between risk protection and affordability is key. This infographic will help you understand the types of insurance you may want to consider.
Are you and your business covered when it comes to risk? This infographic summarizes the types of insurance you may want to consider.

#financialadvisor #financialliteracy #businessplanning

Other Content Includes

Budgeting Basics

Dollar-Cost Averaging

Helping Elderly Parents Manage Their Money

Life Insurance Needs Over Your Lifetime

Reasons for Life Insurance

Tax Savings for Couples

and many more!

Buying Your First House

Fixed vs. Variable Rate Mortgages

Investing Expectations

Making an Impact

Renting vs. Owning

Term vs. Permanent Insurance

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