New
Infographic
When You Should Consider Critical Illness Insurance
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November is Financial Literacy Month—a time to inspire informed financial decision-making. This month, we've introduced three fresh content pieces to help you connect with clients on topics that matter most.
We’ve added a video titled "Custodians Explained", offering a straightforward explanation of how custodians protect and manage investments. This resource helps clarify a complex topic, allowing you to build trust by addressing client concerns and providing transparency about financial security.
We’ve also released a video titled "Living Wills", designed to help you introduce clients to this important aspect of estate planning. This resource fosters meaningful conversations about safeguarding their wishes, positioning you as a trusted advisor looking out for their best interests.
We’ve created an infographic titled "When Should You Consider Critical Illness Insurance", which outlines who can benefit most from this coverage. This visual resource is perfect for sparking proactive discussions about financial protection, helping you address client needs while enhancing their understanding of critical illness insurance.
Equip yourself with these tools to enrich your client interactions, boost your marketing strategy, and champion financial literacy this month and beyond!
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.
