Hear testimonial from our client, Dan Williams!

Video from YouTube:  This Testimonial reveals how Dan has used his whiteboard videos to spur discussions and expand his reach! Whiteboard Videos for Reverse Mortgage, Financial Advisors, Loan Officers, and Medicare Insurance. ******* To find out more about how to use...

Reverse Mortgages- The Sandwich Generation

Video on YouTube Channel:  Video Transcript: If you’re part of the “Sandwich Generation”, meaning your parents are over 65 and you’re raising your own children, you face a difficult choice. You’re trying to balance the funding needs of your own family against the...

How Money Savvy are You? – For Women

Watch video on YouTube: You don’t have to be a math whiz or know how to pick stocks to become savvy about money. Being savvy about money is more about being engaged, understanding what you want and having a plan designed for your life. And it all starts with your...

Reverse Mortgage Marketing – Video Content

Watch video on YouTube Playlist: Reverse Mortgages and Long-Term Care: The rising cost of health care is a major concern for many seniors. That’s because out-of-pocket costs of healthcare for a couple in retirement are expected to keep increasing for the foreseeable...

Insurance Marketing – Whole Life Insurance

1-Minute Video: Video Script: With supply chain shortages and inflation driving so much market volatility, investors are looking for products with predictable benefits. A Whole Life insurance policy is designed for people who don’t like surprises. Whole Life policies...