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We are so excited to share all the content we have created this month. First, our animated ‘Talking to Kids About Money’ video will show your clients some easy steps they can take with their children AND will show them that you are an advisor who cares about the well-being of their whole family. Next, our infographic ‘Disability vs. Critical Illness Insurance’ distinguishes some of the key differences between the two, which can be a conversation starter and helpful when your clients are reviewing or choosing policies. Lastly, in collaboration with the experts at EstateBox, we've added the infographic ‘Four Common Estate Planning Myths (And Why They’re Not True)’ to help you motivate clients to start their estate plans.
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.
