Financial Planner Marketing

  Video Transcript: 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...

Explainer Videos for Financial Services

Video Transcript: Under what circumstances would a reverse mortgage become due for payoff? One is when the last borrower moves out for more than a year, passes away or the home is no longer their primary residence. Another scenario would be if the property taxes or...

Financial Planner Marketing

Whiteboard Videos for Financial Advisors *******To find out more about how to use videos like this to attract your ideal client through digital marketing on the internet, click here.      

Financial Advisor Marketing

Video Transcript: Did you know that one of the greatest risks to your retirement portfolio can happen in the first years that you retire? The timing of when you begin withdrawing money from your investments can dramatically impact your long-term wealth. It’s...

Whiteboard Animated Videos for Financial Advisors

Video Transcript: The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION.  The minimum return on any retirement investment must be at least equal to inflation. Here’s why.    Suppose your retirement goal...