Content Release: May

As we trade rainboots for sunglasses, it’s the perfect time to refresh your client conversations with timely, educational content. Whether you’re guiding business owners through succession planning or helping clients make smart insurance decisions, the latest HeyAdvisor content is designed to support your conversations.

Need a clear way to explain how business owners can reduce taxes on their estates? Our new video, “Post-Mortem Planning” explores post-mortem planning strategies, like the pipeline and bump methods, that help minimize the tax burden on an estate. It’s a must-share for clients thinking about succession and legacy.

We’ve also released a new infographic, “How Much Life Insurance Do You Need?” It outlines the key factors that determine appropriate coverage levels, helping clients make informed decisions about protecting their loved ones. Use it during planning discussions or to spark an insurance review.

To help you stay active on social media, we’ve added three new Quick Insights. These are bite-sized educational content with Canva templates you can easily brand and share:

• "Here’s How Disability Insurance Works" – A quick overview of how disability insurance provides income support when illness or injury strikes.
• "Good Debt vs. Bad Debt" – A simple way to show which debts can support financial growth and which might hold clients back.
• "Support Your Team with These Key Benefits" – A helpful list of employee benefits business owners can consider to strengthen retention and attract talent.

Fresh content means more ways to add value. Log in now and start sharing timely insights that keep you top-of-mind and build trust with every interaction.