Did someone say they want group benefits content? We heard you! We’ve released 3 new pieces of content this month (two focusing on group benefits, yay!). First up is our video, "Traditional vs. Health Spending Accounts". This informative and entertaining video will help you guide your clients toward an informed group benefits decision and uncover potential wealth planning opportunities along the way. Next is the infographic “Fully Insured vs. ASO Insurance: Which is Right for Your Business?”. This infographic outlines two popular choices that your business owner clients can offer their employees. Lastly is the "Types of Investments: Alternative Investments" infographic which will help you identify less conventional investment opportunities that your clients may want to add to their portfolios. Stay ahead of the game and leverage these new content pieces to educate clients, discover wealth planning opportunities, and solidify your role as a trusted financial advisor.
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.