by | | Financial Advisors, Video Marketing
Video Guide for Advisors: Marketing Video: Fixed Annuities vs CD’s Given today’s market volatility, many investors are searching for a consistent, low-risk way to grow their savings. CDs are often the first choice, especially when banks are offering an attractive,...
by | | Financial Advisors, Video Marketing
Share This Video with your Audience: What Can Indexed Annuities Do For You? A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium payment, the insurance company...
by | | Financial Advisors, Video Marketing
Videos for Your Clients: Group Annuities The competition for talented employees has become intense in recent years. Some companies are turning to offering group annuities as part of their retirement benefit packages to retain current employees and recruit new...
by | | Medicare, Video Marketing
Video Content for Social Media: Medicare 101 Seminar: Get All Your Medicare Questions Answered Navigating the Medicare process on your own can be confusing and frustrating. But there is a less stressful way to be sure you’re getting the Medicare coverage you...
by | | Financial Advisors, Video Marketing
Video Tips: Turning 65 Important Decisions for Retirement If you’re turning 65, you’re facing some important decisions that can affect your life in retirement for years to come. The first crucial decision is finding the right Medicare coverage. With Medicare...
by | | Life Insurance, Video Marketing
Do I Need Life Insurance, and if So, How Much? Most people start to think about life insurance after they’ve married and had children. That’s because the main goal of buying life insurance is usually to replace income if the buyer’s earning power is taken away by...
by | | Financial Advisors, Video Marketing
Video: How Can Social Security and Retirement Planning Work Together for Your Benefit? Many people believe Social Security will pay for their retirement, but Social Security was designed to be just a complement to a pension and investments. So, don’t rely only on...
by | | Financial Advisors, Video Marketing
Inherited IRA – What You Can Do: A Video Tip If you’ve become the beneficiary of an IRA or other retirement account, it’s important to know your options. You can take the money out in one lump sum. This requires opening an account called an Inherited IRA in...
by | | Video Marketing
Video: How Life Insurance Can Generate Retirement Income Many people don’t know that a whole life insurance policy can be a source of income for retirement. With a whole life policy, your premiums don’t change, and coverage lasts for the rest of your life. Whole life...
by | | Medicare, Video Marketing
Medicare Basics – Part D: To get the most out of your Medicare coverage, it’s important to understand what the different parts of the Medicare program provide and what the cost is to you. The Medicare program consists of four parts: Part A – Hospital...
by | | Video Marketing
Short Video: What Type of Life Insurance Should You Buy? A life insurance policy protects your loved ones against the loss of your income after your death and helps to preserve their standard of living. You’ll name a beneficiary to receive the proceeds, and in...
by | | Video Marketing
Tip on Variable Life Insurance: Are you looking for an insurance policy that allows you to take advantage of market opportunities when they occur? A Variable Life Insurance policy is designed for investors willing to assume a greater degree of risk in the hope of...
by | | Video Marketing
Video Tip on HSAs – What is a Health Savings Account? A Health Savings Account is a personal savings account you can set up to help lower your overall medical costs. An HSA account allows you to set aside pre-tax dollars for covered medical expenses like...
by | | Uncategorized
Medicare Annual Medicare Enrollment Period – Video When is the Medicare Annual Enrollment Period… and why is it important to you? The Medicare Annual Enrollment period runs from October 15th through December 7th each year. The Annual Enrollment Period is only...
by | | Financial Advisors, Video Marketing
Video Tip: Variable Annuities Do you want the consistent income of an annuity, but you’d like the option to decide how your funds are invested? You should consider a variable annuity. With a variable annuity, your funds are allocated to an investment portfolio. But...
by | | Reverse Mortgage, Video Marketing
TVS 132 – Reverse Mortgages and Long-Term Care Video Transcript: 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...
by | | Financial Advisors, Video Marketing
HECM for Purchase – Video Guide Are you a senior homeowner that feels your home no longer fits your needs? You don’t need the additional family space anymore, and maintaining a large home is expensive and can be a drain on your time and resources. It might be...
by | | Financial Advisors, Video Marketing
Video Marketing – Turnkey Content: Immediate vs Deferred Annuities Video Script: Some annuities allow you to control the timeframe of when you begin receiving payments. This can be particularly helpful for financial planning or if your life or work...
by | | Financial Advisors, Video Marketing
Video Tip: 5 Common Mistakes to Avoid in Retirement 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...
by | | Medicare, Video Marketing
Medicare Open Enrollment – Video Guide What is the Medicare Insurance Open Enrollment Period… and what coverage changes can you make? If by Open Enrollment you mean the Medicare Insurance Annual Enrollment Period, from October 15th through December 7th each...
by | | Uncategorized
Private Mortgage Insurance For many people, their home is their most valuable asset. But what if you’re injured or lose your job and can’t make your mortgage payments? A mortgage insurance policy can help keep your home from falling into foreclosure. Private...
by | | Reverse Mortgage
What is an Annuity and How Does It Generate Income? What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of time. It’s actually a stream of income that may be designed so that you can’t...
by | | Video Marketing
Why Work with Client Machines? We make working with client machines a painless process for clients. We want it to be simple, fun, cost effective, and we want you to see value in it. Whiteboard Videos for Reverse Mortgage, Financial Advisors, Loan Officers, and...
by | | Reverse Mortgage, Video Marketing
Paying Off Reverse Mortgages A frequently asked question about reverse mortgage loans is, “When do I have to pay it off?” There are several scenarios regarding when a reverse mortgage would have to be paid off. The first would be when the last borrower passes away or...
by | | Reverse Mortgage, Video Marketing
Video: How Are Reverse Mortgage Funds Used? 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. Homeowners are no longer required to make a principal and...
by | | Financial Advisors, Video Marketing
Video: Fixed Indexed Annuities Turnkey Videos for Financial Advisors, Loan Officers, and Medicare Insurance. Social Media posts for Facebook, LinkedIn , TikTok, Instagram and more! ******* To find out more about how to use videos like this to attract your ideal...
by | | Financial Advisors, Video Marketing
Real Estate Investment Trusts (REITS) – Video Guide Video Transcript: Do you know that there is a way to invest in real estate without owning a physical property? Real Estate Investment Trusts or REITS are companies that own, operate, or finance income-producing...
by | | Medicare, Video Marketing
Video: Medicare Open Enrollment OEP and Coverage Changes What is the Medicare Insurance Open Enrollment Period… and what coverage changes can you make? If by Open Enrollment you mean the Medicare Insurance Annual Enrollment Period, from October 15th through December...
by | | Financial Advisors, Video Marketing
Video: Protect Your Portfolio with Diversification 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...
