As a company that is dedicated to providing advisors with high-quality content that helps them better serve their clients, we are excited to release three great new content pieces this month: a Registered Disability Savings Plan infographic, an In-Trust for Accounts infographic, and a Key Person Insurance video.
The ‘Registered Disability Savings Plan Infographic’ highlights the benefits of this valuable savings tool, while our ‘In-Trust for Accounts Infographic’ helps clients understand the benefits of these accounts. The animated ‘Key Person Insurance Video’ is a valuable resource for advisors to share with their business owner clients. This video explains the importance of key person insurance and how it can help protect a business in the event of the loss of a key employee.
Stay tuned for more great content!
HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.