Bonds – Video Marketing for Financial Advisors

1-Minute Video: People buy bonds for three basic reasons: safety, income and diversification of their portfolio. Bonds are generally considered to be safe investments, and buyers expect to get their principal back intact. But all bonds carry some risk, with the...

Retirement Video for Financial Advisors

1-Minute Video: Video Transcript: 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...

Financial Advisor Marketing with Video

Whiteboard Video: Video Transcript: As a financial advisor, you may be overlooking a significant planning tool… a reverse mortgage line of credit. The government regulated and insured FHA Home Equity Conversion Mortgage or HECM is designed to help seniors of every...

Loan Officer Video Marketing

Watch our 1-Minute Video:  You’re retired – or soon will be – and you’re in the process of planning for your days after you stop working. You’re checking with your financial advisor regularly to make sure your IRA or 401K is performing as you hoped, and you’ve worked...