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Summer is here, and so is lots of new content! We are continuing to focus on expanding our insurance content with the new infographic ‘What Is Critical Illness Insurance?”. Our latest animated video, ‘Purchasing a Home With the Bank of Mom and Dad’, explains how clients can help their adult children purchase a home while protecting themselves if their child were to get divorced. Given the market conditions, we wanted to help you keep your clients calm with a new investing infographic ‘4 Things to Keep In Mind During Volatile Markets'.
Lastly, to celebrate the end of tax season (phew!) we've updated our income tax video with the new 2022 numbers. Check out what we have been up to below.
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.
