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Essential Retirement Video Tutorials – YouTube Playlist

by | | Uncategorized

Essential Retirement Video Tutorials – YouTube Playlist A retirement income plan is needed because life changes in retirement. Your retirement plan should account for every year in retirement, even past your life expectancy.   For each year, make a list for you...

Are You Financially Prepared for Emergencies?

by | | Financial Advisors, Video Marketing

Video content for Financial Advisors: Are You Financially Prepared for Emergencies?  You can’t control if or when disaster will strike, but you can minimize the damage and economic impact with some basic planning.  For example, create a family disaster plan and...

Retirement Income Video: Immediate vs Deferred Annuities

by | | Financial Advisors, Video Marketing

Retirement Income Video: 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 circumstances change. With...

Video Guide: Social Security and Retirement Planning

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...

Inherited IRA – What You Can Do: A Video Tip

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...
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Client Machines exists to help financial advisors, loan officers and Medicare insurance agents attract and retain more clients by leveraging cutting-edge video marketing strategies to grow your business quickly. We’ve made it fast and easy for you to get custom, yet affordable videos to laser-target your ideal clients.

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