New
Quick Insight
The Difference Between Mortgage Life Insurance and Personal Life Insurance
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Spring into action with new content designed to grow your client relationships! This month, we’ve added five content pieces to the library, designed to simplify complex topics, boost financial literacy, and enhance your client conversations.
Perfect for clients exploring estate planning, our new video "Inter Vivos Trusts" gives a brief introduction on how an inter vivos trust can protect and manage assets during their lifetime. Use it to guide clients in making informed decisions about their legacy.
Our latest infographic, “How Disability Insurance Works” is a must-share for clients concerned about income protection. This piece breaks down the basics of disability insurance, making it easier to discuss the importance of safeguarding their financial future.
We've also added some Quick Insights that are perfect for social media
At HeyAdvisor, we love requests! If there is anything you want us to cover in upcoming content releases, simply sign in to your account and tell us more in the “request content” tab.
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.
