As the holidays approach, we’re wrapping up 2024 with our final content release of the year! This month, we’ve added three new pieces to the library, each designed to spark meaningful conversations with your clients and keep them informed as they plan for the year ahead.
The new video, "What Provincial Health Plans Don’t Cover", highlights the limitations of provincial health plans and touches on times clients may desire additional coverage. This is a great opportunity to help your clients understand potential gaps in their healthcare coverage and encourage proactive planning.
Next, we’ve released "Investment Time Horizons", a video that explains how different investment goals and timeframes influence the strategies you recommend. Use this content to guide your clients in making investment choices that align with their personal financial objectives and timelines.
Finally, "Ways to Fund an RESP" explores the different options for contributing to a Registered Education Savings Plan (RESP), highlighting how clients can maximize government incentives while saving for their children’s education. This infographic serves as a valuable resource to help clients plan for their family’s educational future.
These new content pieces are ready for you to share with clients, post on social media and integrate into your practice. With HeyAdvisor's white-labeling and straightforward onboarding process, you can effortlessly add your branding and begin sharing content in just minutes.
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.