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This February, HeyAdvisor is thrilled to introduce three new additions to our digital content library, each designed to empower financial advisors in enriching client conversations and enhancing financial literacy.
First, our "Buy-Sell Insurance" video is for advisors who want to simplify complex insurance concepts for their clients. It sheds light on the role of buy-sell insurance in businesses with multiple owners.
Next, our "Supporting Your Team With Group Benefits" video offers an overview of the advantages of group benefit plans for businesses of all sizes. This resource is great for advisors looking to advise business owner clients on attracting and retaining top talent by offering competitive benefits.
We also released the infographic "Building Your Emergency Fund" which breaks down simple steps to creating a financial safety net, an essential component of any robust financial plan. This tool is perfect for helping clients understand the importance of liquidity and preparedness for life's unexpected events, encouraging a proactive approach to personal finance.
Here at HeyAdvisor, we like to ensure all of our content is up-to-date so you, the financial advisor, can ensure you are sending accurate and relevant information. This month, we have updated “TFSA Annual Contribution Limits” to reflect the new limit for 2024.
Incorporate these materials into your client conversations and marketing strategy to deepen client engagement and highlight your role as a trusted advisor.
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.
