Financial Planner Marketing – Inflation

1-Minute Video on YouTube: 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...

Whiteboard Animated Videos for Financial Advisors

1-Minute Video on YouTube: Video Transcript: With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are taxed. The Roth IRA is the opposite. It has no...

Whiteboard Videos to Help Attract New Clients

1-Minute Video on YouTube: If you receive employee stock options or restricted stock units from your employer congratulations! These forms of equity compensation can create wealth and help you achieve your financial goals. However, this wealth is at risk due to stock...

Financial Advisor Marketing with Video

Whiteboard Video on YouTube: Statistics say there is a seventy percent chance that you or your spouse will experience a need for long-term care! Long-term care includes a range of services and supports you may need to meet your personal care needs.   Most long-term...

Pre-Retirees – Medicare Insurance Marketing

Video on YouTube: Video Transcript: Most Americans who turn 65 are eligible for Medicare, a federal program that covers many health expenses for seniors. But the program is complicated. Here are 5 important facts you need to know:  First – Medicare is not free....