As we step into a new season, we are excited to announce three additions to the content library at HeyAdvisor! As financial advisors, these tools are designed to enrich your client conversations, boost your digital marketing efforts, and elevate your clients' financial literacy in ways that truly matter.
First on the list, our video on the "Return of Premium on Critical Illness Insurance" explores the benefits of critical illness policies with the return of premium option. This tool is perfect for advisors looking to clarify the complexities of insurance options, ensuring clients feel confident and informed in their choices.
Next, we present a video titled "Maximizing Your Employee Benefits," aimed to help your clients make the most out of their benefits packages. For advisors, this is a golden opportunity to guide your clients through optimizing their employee benefits and enhancing their financial well-being.
Lastly, we released an infographic that breaks down "Management Expense Ratios (MERs)" in a clear, visually engaging way. This piece will help demystify fund costs and build trust with transparency.
These materials are more than just content; they're your toolkit for deepening client relationships, fostering financial literacy, and enhancing your digital footprint. As we welcome spring, we invite you to explore these resources, integrate them into your client interactions, and witness the transformative impact educational content can have on your advisory practice.
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.
