The money protection conversations
The money protection conversations
your clients aren't bringing up — yet.
your clients aren't bringing up — yet.
Free for 14 days.
5
5
Videos in this category
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3-5
3-5
Minutes per video
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150+
150+
Total platform videos
Most advisors know their products cold. The gap is what happens after the meeting — when clients forget, second-guess, or go quiet. These videos close that gap. Each one is designed to be sent the same day as your conversation, reinforce the concept in plain language, and keep the client moving forward — without requiring you to be on camera.
THE PROBLEM
Clients are worried about inflation, currency devaluation, and the safety of their retirement savings. They're researching these topics online — but not always bringing them to their advisor.
THE GAP
Most insurance agent marketing doesn't address these concerns directly. Advisors who ignore them lose clients to YouTube influencers, precious metals dealers, and crypto platforms who do.
THE SOLUTION
Send a video that acknowledges the concern, provides objective context, and positions you as the advisor who engages with what clients are actually worried about — not just what you sell.
5 VIDEOS · FINANCIAL SECURITY
A video for every money protection conversation you're already having
A video for every money protection conversation you're already having
Every card below includes the video's public title (what clients see), the advisor context (why you'd use it), and a specific "Send when" trigger matched to a real client situation. These videos are your financial security content marketing tools — built, produced, and ready to deploy. They acknowledge what clients are already thinking and guide them toward protected, guaranteed solutions.
SAFE MONEY ADVISOR
Protect Your Retirement Accounts from Market Volatility
Opens with an uncomfortable truth: 83% of retirement account assets (401k, IRA, 403b, SEP) are invested in stocks, bonds, and real estate funds — none guaranteed. Documents the S&P 500's recurring losses: 43.36% between 2000–2002, 37.22% in 2008, 18.11% in 2022. Introduces the "Safe Money" advisor as a specialist in guaranteed retirement contracts — fixed interest rates for 3, 5, or 10 years, or index-linked interest based only on market gains with zero downside. Explains how these contracts can be converted into guaranteed lifetime income at retirement — like a private pension.
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Send when: A pre-retiree with 401(k) or IRA assets asks "is my money really safe?" or expresses concern about a market crash near retirement. The foundational safe money conversation opener.
MONETARY DEVALUATION
How Monetary Devaluation is Stealing Your Money
The US dollar lost more than one-third of its value between 2000 and 2020 per official CPI data — but the real inflation rate (based on dollars in circulation vs. GDP) may be closer to 12% annually according to sources including Forbes and Business Insider. At 12% annual inflation, purchasing power is cut in half every six years. Explains the Federal Reserve's role through Quantitative Easing and why asset "growth" can be inflation illusion rather than real gains. Introduces legal reserve life insurance and annuities as protected strategies that grow above inflation.
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Send when: A client expresses concern about inflation, questions whether their savings are keeping up, or mentions the Federal Reserve, government debt, or the devaluation of the dollar.
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Watch the rest of these videos, plus 150+ more!
Watch the rest of these videos, plus 150+ more!
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Full access to all videos and categories
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Immediately use in your client meetings + follow-ups
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New videos added regularly
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It's free to join and there's no contract, cancel anytime.
PRECIOUS METALS
Protect Your Savings from Inflation and Monetary Devaluation
Since 1971 when the US left the gold standard, the dollar has lost 98% of its value while gold and silver have increased over 5,000%. Performance comparison 2006–2026: gold +600% ($450 to $5,000+), silver +700% ($7 to $100+), S&P 500 +380%, US dollar -98%. The Fed issues $120 billion per month in new currency — nearly 8x annual global gold production — without reserve backing. Unlike stocks, real estate, or collectibles, precious metals function as both a store of value and a spendable currency accepted worldwide. Explains why physical gold and silver serve as a hedge against repeated cycles of government overspending, currency devaluation, and hyperinflation.
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Send when: A client has cash in CDs or savings accounts and is concerned about inflation eroding their purchasing power — or has mentioned gold, silver, or currency risk unprompted.
BITCOIN ETF
SEC Compliant Bitcoin ETF
In January 2024, the SEC approved 11 Bitcoin ETFs — regulated investment vehicles that allow individual and institutional investors to hold Bitcoin inside IRAs, 401(k)s, pensions, and treasury accounts with regulatory protection. Bitcoin was created in 2009 in response to the 2008 banking crisis to operate independently of governments and banks. Now offered by BlackRock, Fidelity, Vanguard, and Schwab. Bitcoin is recognized by the CFTC as a commodity, not a security. Hard supply limit of 21 million coins, over 90% already mined. Case study: Jeremy, 49, $280K IRA, shifted 10% into a regulated Bitcoin ETF through Fidelity for inflation protection and asymmetric growth potential.
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Send when: A client mentions Bitcoin or cryptocurrency — especially one who has been waiting for a safer, regulated way to access digital assets. Positions you as the advisor who engages with their interest rather than dismissing it.
TRIPLE COMPOUND INTEREST
Triple Compound Interest
Einstein called compound interest the eighth wonder of the world. Triple compound interest = earning interest on savings, interest on interest, AND the money that would otherwise go to taxes. Example: $100,000 at 6% for 20 years — taxable growth at 20% tax = $255,403; tax-free growth = $320,714. That's $65,000 more simply by eliminating taxes. The Rule of 72: divide 72 by your net rate to estimate doubling time (6% = 12 years; 10% after 20% tax = 9 years). Delays and losses reset compounding — starting early and protecting principal from loss are essential. Case study: Ben, 38, business owner, switching from taxable to tax-free saves $430,000+ in projected retirement value by 65.
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Send when: A client doesn't fully understand how their money grows — or when introducing the concept of tax-free alternatives to tax-deferred savings for the first time.
video_library
Watch the rest of these videos, plus 150+ more!
Watch the rest of these videos, plus 150+ more!
check
Full access to all videos and categories
check
Immediately use in your client meetings + follow-ups
check
New videos added regularly
arrow_drop_down_circle
Divider Text
It's free to join and there's no contract, cancel anytime.
FOR INSURANCE AGENTS AND FINANCIAL ADVISORS
How to use financial security videos to open new client conversations
How to use financial security videos to open new client conversations
These videos are prospecting tools as much as they are follow-up tools. Clients who are inflation-conscious or skeptical of traditional financial institutions are already researching these topics — they just haven't brought them to their advisor yet.
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Start with the concern, not the product
Send the Monetary Devaluation or Precious Metals video to inflation-concerned clients before any product conversation. It shows you understand what they're worried about — which earns the right to guide what comes next.
PROSPECTING OR FIRST TOUCH
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Engage before they go elsewhere
Clients researching Bitcoin or precious metals will find someone to talk to. Send the Bitcoin ETF or Precious Metals video and be that someone. It positions you as a forward-thinking advisor, not one who ignores emerging concerns.
WHEN TOPIC IS MENTIONED
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Bridge to safe money solutions
After a financial security video, follow with the Safe Money Advisor video — which introduces guaranteed retirement contracts as the structured, regulated alternative to unprotected savings or unregulated assets.
WITHIN 3 DAYS
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Reinforce with compound interest
The Triple Compound Interest video works as a standalone education piece or as a follow-up after any safe money or tax-free retirement conversation — making abstract growth concepts concrete and motivating.
BEFORE/AFTER ANY PRODUCT CONVERSATION
Want these sent automatically to the right clients?
Want these sent automatically to the right clients?
Advisor Growth members get done-for-you campaign execution — the right financial security video delivered to the right client segment automatically. Inflation-concerned clients, crypto-curious prospects, and safe-money seekers each get the video matched to their concern, without the advisor manually tracking who needs what.
Frequently asked questions
Frequently asked questions
How do advisors use these financial security videos with clients?
How do advisors use these financial security videos with clients?
Advisors use WebPrez financial security videos to open conversations that clients are already thinking about but haven't raised directly — concerns about inflation, currency devaluation, market volatility, and the real-world safety of their retirement savings. Each video comes with a Send When trigger identifying the exact client situation it is designed for. Advisors send the video link the same day as a relevant conversation, letting the video do the educating while the advisor focuses on the advising.
Are these videos appropriate for clients who are skeptical of traditional financial planning?
Are these videos appropriate for clients who are skeptical of traditional financial planning?
Yes. The WebPrez financial security video library is specifically designed for clients who are inflation-conscious, skeptical of dollar-denominated savings, curious about alternative assets like precious metals or Bitcoin, or concerned about the safety of their retirement accounts. These videos meet clients where their concerns already are rather than leading with product recommendations, which makes them especially effective for opening conversations with prospects who have previously been resistant to traditional advisory relationships.
Can advisors use the Bitcoin ETF video if they don't sell cryptocurrency products?
Can advisors use the Bitcoin ETF video if they don't sell cryptocurrency products?
Yes. The Bitcoin ETF video is an educational resource that explains how the SEC-approved Bitcoin ETF works and why Bitcoin has historically appreciated — it does not require the advisor to sell or recommend any specific crypto product. Advisors use it to acknowledge a client's interest in digital assets, provide objective context, and position themselves as advisors who engage with emerging asset classes rather than dismissing them. It opens the conversation; the advisor guides where it goes from there.
What is the difference between the Essentials and Advisor Growth plans for financial security conversations?
What is the difference between the Essentials and Advisor Growth plans for financial security conversations?
Essentials gives advisors full access to the financial security video library and campaign tools to manage themselves. Advisor Growth is a done-for-you service where WebPrez builds, schedules, and sends video sequences automatically. Financial security and inflation protection conversations are especially effective as prospecting touchpoints — advisors on Advisor Growth can run these videos as automated outreach to inflation-concerned client segments without manually managing delivery.
How many videos are in the WebPrez library and what topics do they cover?
How many videos are in the WebPrez library and what topics do they cover?
The WebPrez library contains 150+ client education videos across ten categories: Family Life Insurance, Retirement Life Insurance, Estate Life Insurance, Business Life Insurance, Fixed and Indexed Annuities, Healthcare Insurance, Employee Benefits, Financial Security, Recruiting, and Referrals.
The Financial Security category contains 5 videos covering safe money strategies, monetary devaluation and inflation protection, precious metals, Bitcoin, and triple compound interest.
The Financial Security category contains 5 videos covering safe money strategies, monetary devaluation and inflation protection, precious metals, Bitcoin, and triple compound interest.
Financial security video content for insurance agents and financial advisors
WebPrez provides insurance agents and financial advisors with done-for-you client education videos covering the full range of financial security conversations. The financial security video library includes content on safe money retirement strategies and guaranteed retirement contracts, monetary devaluation and the real rate of inflation, precious metals (gold and silver) as inflation hedges and currency protection assets, the SEC-approved Bitcoin ETF as a regulated way to access digital assets in retirement accounts, and triple compound interest — the mathematical advantage of tax-free growth over taxable savings. Each video is delivered through a branded advisor landing page and integrates with any email marketing campaign or automated follow-up sequence.
How financial security videos support advisor marketing strategy
The financial security videos in the WebPrez library serve a dual purpose in an advisor's financial advisor content marketing strategy: they function as both prospecting tools and follow-up tools. Clients who are inflation-conscious, skeptical of dollar-denominated savings, or curious about alternative assets like precious metals or Bitcoin are actively researching these topics online. Advisors who provide objective, credible educational content on these subjects position themselves as the professionals who engage with client concerns rather than dismissing them. The WebPrez financial security video library gives insurance agents and financial advisors a set of done-for-you advisor marketing tools for these conversations — so every relevant client concern has a matching video response, delivered the same day, through the advisor's own branded communication channel.
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