As 2023 comes to an end, we are excited to share with you our last content release of the year.
First up, our new video 'Exploring Child Life Insurance' outlines a crucial topic for many parents and will give your clients the confidence to make smart decisions for their family. Another new video, 'Segregated Funds,' is all about making investing less intimidating. It’s a handy guide for advisors to introduce clients and prospects to segregated funds in an easy-to-digest way. Lastly, our infographic, 'Teaching Your Teen About Credit,' is a straightforward and engaging tool, perfect for advisors to help parents teach their teens about handling credit wisely. Sharing this demonstrates your comprehensive support for your clients' entire family.
Each piece is all about making life easier for advisors and their clients. They're practical, engaging, and most importantly, they make complex financial topics more approachable.
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.