Financial Advisor Marketing Videos

 Video Transcript: Many people tend to avoid the “b” word – Budget! But a budget is really a spending plan that gives you control over your finances by tracking what comes in and what goes out. It’s that simple, and it doesn’t need to be fancy. It could be just two...

Reverse Mortgage Animated Videos

1-Minute Video:    Video Transcript: Non-FHA proprietary or so-called “Jumbo” reverse mortgages are distinctly different from the better-known FHA insured reverse mortgage. “Jumbo” reverse mortgage guidelines sometimes allow for more flexibility, and their...

Whiteboard Videos for Financial Advisors

 Medical identity theft is a serious, and growing, business. One study reports that over 2 million cases are identified each year and the number keeps rising. When thieves steal your medical identity it can endanger not only your finances but also threaten your...

Financial Advisor Videos

 Video Transcript: Just like the old warning against putting all of your eggs in one basket, if you put all your money in one company stock and it dropped like a rock, you’d lose everything. Diversification can help protect your portfolio from that scenario....

Reverse Mortgage Video Marketing

 Video Transcript: Senior homeowners are using the additional tax-free cash flow generated by a reverse mortgage in many creative ways to benefit themselves and their families. The most obvious benefit is the elimination of their mandatory monthly mortgage payment,...