As the chilly weather continues across Canada we're here to keep things cool and effortless for you on the marketing front. This month we've released 5 new pieces to the content library.
Our new infographic, “Mortgage Life Insurance or Personal Life Insurance?”, provides a clear breakdown of the differences between mortgage life insurance and personal life insurance. This is a great resource to use when educating clients on their options for protecting their homes and families. It simplifies complex concepts, making it easier for clients to understand the best choice for their needs.
We’ve also launched a video titled "Holding Companies vs. Operating Companies”, which explains the distinction between these two types of companies and their relevance in tax planning. This video can be used to guide clients through their options and help them make informed decisions about structuring their business for long-term financial benefits.
Additionally, we have created 3 “quick insights” designed for social media and tailored to engage your audience. This month we've released three short animated videos on “Importance of Naming a Power of Attorney”, “Diversification” & “What to Expect (Financially) When You Are Expecting”.
Incorporate these pieces into your client conversations and marketing efforts to provide valuable insights and enhance financial literacy.
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.
