Enhance your summer content strategy with our latest content pieces! Here’s what’s new this month:
Our new video, "Own Occupation Rider", breaks down this valuable disability insurance feature. This video is perfect for advisors to use when explaining how clients can protect their income and maintain their standard of living in the event of a disability.
We’ve also created a video titled, "REITs (Real Estate Investment Trusts)", which provides a comprehensive overview of REITs and their benefits. Use this resource to help clients understand how REITs can offer potential income and investment opportunities.
Our latest infographic, "Common Retirement Planning Mistakes," highlights common retirement planning pitfalls and will help your clients avoid them. This visual tool is ideal for sparking discussions and ensuring clients are on the right track for a secure retirement.
Each piece is crafted to enhance your advisor-client relationship, enrich financial literacy, and support your marketing efforts. Start using these new content pieces today to provide even greater value to your clients!
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.
