Content Release: February

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1 min read
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February 23, 2023

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.

New
Updated
Video

Insurance as an Asset Class

Leaving a Legacy
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View Content Piece
New
Updated
Infographic

Taxes on Investment Income

Starting to Invest
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View Content Piece
New
Updated
Infographic

TFSA Annual Contribution Limits

Planning for Retirement
Starting to Invest
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View Content Piece

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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.

Sammy Claydon
COO and Co-Founder of HeyAdvisor
Sammy is a producer, designer, and animator. For over 6 years she has worked in the creative industry. Her understanding of financial topics as well as creative capabilities have enabled her to explain concepts visually in an informative and entertaining way.

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