As Financial Literacy Month comes to an end, we are excited to release 3 new content pieces financial advisors can leverage to educate their clients.
Our new video, "Unlocking Tax Benefits With Spousal RRSPs", offers a clear explanation of how spousal RRSPs can be a powerful retirement planning tool for couples. We’ve also created a video titled, "Moving Through Life With Life Insurance", which highlights to your clients the importance of re-visiting their insurance at key life events. This piece can help assist financial advisors in motivating clients to take action on updating their life insurance. Our latest infographic "Financial Planning Process" infographic provides a roadmap for financial planning, perfect to use to walk clients through each step of their financial journey. Each piece is crafted to enhance the advisor-client relationship, offering clear benefits for your clients and ultimately aiding in the discovery of new wealth planning opportunities.
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.