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IRAs – Video tutorial for Facebook and LinkedIn posts

by | | Financial Advisors, Video Marketing

Video Tip:  Inherited IRAs  Whiteboard Videos for Financial Advisors, Loan Officers, and Medicare Insurance. Social Media posts for Facebook, LinkedIn , X, Instagram and more! ******* To find out more about how to use videos like this to attract your ideal client...

Reverse Mortgages – Video tips for Advisors

by | | Reverse Mortgage, Video Marketing

The Fact and Fiction of Reverse Mortgages: There’s a lot of misinformation out there about reverse mortgages, so let’s separate the facts from the fiction. To qualify for a reverse mortgage, you must own your home outright or have at least 50% equity, but you don’t...

Video for YouTube and Vimeo: Group Health Insurance

by | | Financial Advisors, Video Marketing

Video for YouTube and Vimeo: Group Health Insurance  Choosing the right Group Health Insurance Plan can help reduce costs for employers and employees. For employers, providing a Group Health Plan saves money because it spreads risk across a larger group, reduces...

Video Guides for Financial Advisors – Wealth Mangement

by | | Financial Advisors, Video Marketing

Video: How Can You Take Care of Your Spouse Just in Case Something Should Happen to You?  If you’re like most people, most of the time, you focus your financial efforts on maximizing your current income. But it’s also important to plan ahead for the...

Medicare Agent or Broker? a Video Tip for Retirement

by | | Medicare, Video Marketing

Video on YouTube: Should I Work with a Medicare Agent or Broker? Choosing the right Medicare plan is important to maintaining continued good health. A Licensed Agent or a Licensed Broker can help with your search – but they operate differently.  An agent can match you...

Videos for Facebook, LinkedIn and TikTok – Baby Boomers and Reverse Mortgages

by | | Reverse Mortgage, Video Marketing

Video: Baby Boomers, Reverse Mortgages and Retirement Cash Flow   Unlike previous generations, today’s baby boomers face some unique challenges to funding – and maintaining – their current lifestyle in retirement. They can no longer depend on the steady income...
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