This October, don’t be haunted by missed wealth planning opportunities. We’ve brewed up four wickedly good content pieces to help you spark valuable conversations with your clients.
We’ve added a video titled "Keeping Your Important Documents Organized and Secure" which emphasizes the importance of secure document management for clients at any stage of life. This piece will help you promote better financial organization and streamline client processes.
We’ve also created a video called "Individual Pension Plans (IPPs)", explaining how IPPs can benefit business owners and incorporated professionals. This video will aid in sparking discussions about retirement planning and guiding clients in maximizing their savings.
Our new infographic, "Permanent Life Insurance & Taxes," simplifies how permanent life insurance interacts with taxes. As an advisor this tool can be used to clarify tax benefits and potential tax pitfalls for clients, encouraging conversations about long-term financial planning.
Last but not least, in partnership with SideDrawer, we’ve created a video titled "Why We Use SideDrawer to Securely Organize Your Documents," which highlights SideDrawer as a secure platform for storing important documents. Share this piece on social media to showcase your commitment to data security or plug it into an info request right inside of SideDrawer to enhance your clients’ onboarding experience.
Each piece is designed to enhance the advisor-client relationship, providing valuable insights that can help you strengthen your clients’ financial literacy and discover new planning wealth planning opportunities.
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.
