New
Quick Insight
What Happens if You Don’t Have a Power of Attorney?
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Fall always seems to bring fresh motivation for clients. Now’s the time to share ideas that inspire and keep their goals moving forward. We’ve got 5 new releases to help you kick off meaningful client conversations.
Post-secondary education is a big financial milestone for many families. Our latest video, “Making the Most of Your RESP Withdrawals,” shows how thoughtful planning can make education savings go further. Share it to highlight your expertise in guiding families through these important decisions.
Critical illness insurance isn’t only for adults. The infographic, “Why Juvenile Critical Illness Insurance Matters,” explains some of the benefits of this important planning tool. Many families don’t realize critical illness coverage is available for children, so sharing it introduces a planning angle clients may not know about.
Video and visual content continue to outperform on social media. That’s why this month we've created three new Quick Insights designed to grab attention online and help you stay visible in your clients’ and prospects’ feeds.
These new releases are more than just content, they’re tools to help you demonstrate expertise, stay top of mind, and provide value in ways clients truly appreciate. Whether you’re sharing a video, infographic, or Quick Insight, each piece is designed to make complex topics easier and show your audience the difference thoughtful advice can make.
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.
