Visual content is a powerful communicator. Helping your clients understand the complexities of financial solutions is an important way you add value as a financial advisor. Our three new content pieces will captivate your clients and spark engaging conversations. We had many requests from users to create our new 'Insurance as an Asset Class' video. It sets the stage for a conversation about how permanent life insurance can play a role in your client’s investment portfolio. Tax season is upon us and our 'Tax on Investment Income Infographic' will inform your clients on the basics of investment taxation. We've also created a useful 'TFSA Contributions Limits Infographic' that explains how an individual's annual contributions limits are determined and illustrates the historical levels.
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.