2023 was a big year for us! HeyAdvisor hit one of the big goals we made when we started - reaching 100 content pieces in our library. We now have over 120 pieces and we continue to add new pieces every month. In total, we released 36 new pieces (19 infographics and 17 videos).
We know consistent content is important to our users, but feedback has told us that what’s even more crucial is quality, accuracy, and engagement. That’s why we are proud to say that this year we worked diligently to up our video production and worked hard with our contributing advisors to create high-quality, highly visual, and reliable content pieces that our users can proudly brand and use as their own.
All The Content We Release in 2023:
- 6 Reasons to Purchase Travel Insurance
- Benefits of an Immediate Financing Arrangement (IFA)
- Employee Assistance Programs (EAPs) in Addition to Group Benefits
- Exploring Child Life Insurance
- Exploring the Benefits of an Estate Freeze
- FHSA vs. RRSP vs. TFSA
- Fully Insured vs. ASO Insurance: Which Is Right for Your Business?
- GICs
- How to Spot an Investment Scam
- In-Trust for Accounts
- Individual Health and Dental Plans
- Insurance as an Asset Class
- Key Features of an RDSP
- Key Person Insurance
- Maximizing Your Wealth With a Family Trust
- Moving Through Life With Life Insurance
- Planned Giving
- Postnuptial Agreements
- RESP Funding Strategies
- Salary or Dividends? Deciding How to Pay Yourself From Your Corporation
- Segregated Funds
- Taxes on Investment Income
- Teaching Your Teen About Credit
- Term vs. Mortgage Insurance Explained
- Testamentary Trusts
- TFSA Annual Contribution Limits
- The Financial Planning Process
- The Importance of Having a Financial Plan
- The Power of Employer-Matched RRSPs
- The Registered Disability Savings Plan (RDSP)
- Traditional Benefits vs. Health Spending Accounts
- Types of Investments: Alternative Funds
- Understanding Financial Advisor Fees
- Understanding Inflation
- Unlocking Tax Benefits With Spousal RRSPs
- Why You Should Consider Independent Disability Insurance
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.
