Financial Planner Marketing

1-Minute Video: What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The base of the pyramid is preparing for...

Whiteboard Videos for Financial Advisors

1-Minute Video: You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire too soon. Lifespans are increasing and many retirees underestimate their life expectancy when...

Whiteboard Videos for Loan Officers

How Does a Reverse Mortgage Work? 1-Minute Video:  Video Transcript: A reverse mortgage is a unique way for seniors who are looking to generate additional cash flow – beyond their 401K and Social Security payments – to help fund their retirement. It helps...

Financial Advisor Video Marketing

1-Minute Video:  Video Transcript: The huge rise in prices we’re seeing from inflation is causing investors a lot of anxiety. The important thing to understand about inflation is that it’s not the amount in your portfolio that matters, but that inflation...

Reverse Mortgage Video Marketing

1-Minute Video: Video Transcript: With financial scams targeting seniors occurring with such frequency, it’s fair for senior homeowners to ask, “Is a reverse mortgage safe?” Since the first FHA-insured #reversemortgage was issued in 1989, many safeguards have been put...