Every annuity conversation.
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26
26
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
Annuities are among the most misunderstood products advisors present. Clients hear "annuity" and immediately think complicated, expensive, or locked up — before the advisor has said a word.
THE GAP
Most insurance agent marketing for annuities relies on a single meeting explanation. Without a systematic follow-up, clients stall — then buy from whoever reaches them next with a simpler story.
THE SOLUTION
Send a specific video the same day as your meeting. FIA objection gets a hedging video. Reset questions get a reset video. Each one deepens understanding — without requiring more of your calendar.
26 VIDEOS · FIXED & INDEXED ANNUITIES
A video for every annuity conversation you're already having
A video for every annuity 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. The annuity library is organized into four conversation tracks: Foundations (what annuities are), FIA Deep Dives (how they work), Income Strategies (how to use them), and Context (related decisions around retirement income).
TRACK 1 - FOUNDATIONS: WHAT ANNUITIES ARE AND WHY THEY EXIST
ANNUITY PRIMER
Guaranteed Lifetime Income Contracts
The complete annuity overview: immediate vs. deferred, fixed vs. variable, and the fixed sub-families (declared rate, MYGA, indexed). Explains how annuities convert uncertainty into certainty — a guaranteed interest rate, a guaranteed income start date, and a guaranteed paycheck for life. Legal-reserve insurer protections and state guaranty funds explained. Liquidity: 10% free withdrawals annually. All income options: life-only, joint-life, refund, period-certain, COLA.
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Send when: A prospect has never owned an annuity and needs a foundation before any specific product conversation. The starting point for any new annuity prospect.
INDEXED ANNUITY
Retirement Savings Without Investment Losses
Warren Buffett's Rule #1: Never Lose Money. 10 years of market gains can be wiped out in 10 weeks: 43% lost 2000–2002, 37% in 2008, 40% in 2018. Recovering from a 40% loss requires 8% compound net annually for 7 consecutive years just to break even. Indexed annuities: not investments — guaranteed contracts issued by legal reserve insurance companies that credit interest based ONLY on index gains with a 0% floor. Cap and participation rate explained as the trade-off. 10% annual penalty-free withdrawals. IRS 10% penalty before age 60 on earnings.
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Send when: A pre-retiree has savings in stocks, bonds, or mutual funds and needs to understand how an FIA works before the detailed mechanics conversation begins.
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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.
RETIREMENT SAVINGS RISK
Are Your Retirement Savings at Risk?
83% of retirement assets are fully exposed to market swings. The S&P 500 has suffered drops ranging from -3% to -57.7%. US retirement plan assets fell from $17.6 trillion to $11.7 trillion in 2008 — a $6 trillion hit that took five years to recover. Warren Buffett's two rules. The mathematical penalty of recovering from large losses: a 40% loss requires a 67% rebound just to break even. Fixed and indexed annuities as the principal-protected alternative.
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Send when: A prospect has significant market-based retirement savings and hasn't been shown how exposed they are to a catastrophic loss — especially those within 10 years of retirement.
RETIREMENT QUESTIONS
Four Questions to Protect Your Retirement Savings
Four foundational retirement planning questions: How Much (what annual income do you need, including healthcare gaps and inflation)? How Long (plan for 25–30 years)? How Safe (what happens if your portfolio drops 30% the year you retire)? What Cost (a 1% annual fee consuming 25% of total income at 4% withdrawal rate)? Shows how fixed and indexed annuities answer all four favorably — predictable income, lifetime guarantees, zero market downside, no AUM fees.
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Send when: A prospect is satisfied with their current retirement plan and hasn't thought critically about these four dimensions. Best for pre-retirees 5–10 years from retirement.
RETIREMENT INCOME RISK
Is Your Retirement Income at Risk?
Baylor professor Dr. William Reichenstein's research: a 65-year-old with $1M in a 40/60 stock-bond mix withdrawing $4,000/month goes broke at age 88. Alternative tested: 50% into a guaranteed income annuity + 50% in the same 40/60 mix — same $4,000/month, but never runs out, with $135,000 still intact at 95. Sequence-of-returns risk explained: early losses permanently cut sustainable withdrawal rates even if markets later recover.
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Send when: A client's retirement income plan depends entirely on portfolio withdrawals and they haven't stress-tested it against sequence-of-returns risk.
TRACK 2 - FIA DEEP DIVES: HOW FIXED INDEXED ANNUITIES ACTUALLY WORK
ANNUITIES ARE PENSIONS
Guaranteed Lifetime Income Contract
A Retirement Income Annuity (RIA) converts any amount of money into a regular periodic income guaranteed for as long as you live — just like a pension or Social Security. No investment management, no fees, no safe withdrawal rate calculations. Direct deposit every month or quarter for life — even if you live to 120. Legal-reserve insurer requirements explained (must hold reserves equal to 100% of all contractual obligations). Case study: Susan, 65, $300K → $1,650/month guaranteed for life, $396K total received by 85 with income still continuing.
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Send when: A client doesn't have an employer pension and wants the same guaranteed income security that previous generations enjoyed. The "your own private pension" conversation.
FIA HEDGING EXPLANATION
Indexed Annuity "Hedging" Explanation
The engine behind the FIA's 0% floor: 95–97% of premium goes into the insurer's high-grade bond general account (earning 4–8%). The remaining 3–5% buys call options on a market index. If the index rises, the option is sold for a profit and a share goes to the contract as credited interest. If the index falls, the option expires worthless — only the 3–5% premium is lost, not your account value. Bond coupons replenish next year's option budget automatically. Why legal-reserve insurers can sustain this model: no leverage permitted by statute.
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Send when: A prospect or new FIA owner asks "how does it actually give me gains without losses?" — especially analytically-minded clients who need to understand the mechanism before they trust the product.
FIA RESET EXPLANATION
Indexed Annuity "Reset" Explanation
Annual point-to-point reset: two index values per year matter (start and end), gains are locked as new principal at each anniversary, negative years credit 0% — never negative. Reset advantage: after a down year, the next year's start point is lower, so even a modest rebound credits positive interest while mutual fund investors are still waiting to recover from the old peak. Volatility capture: down years make next year's call options cheaper — turning volatility into opportunity. Every credited dollar becomes guaranteed principal.
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Send when: A client asks "what happens if the market crashes while I'm in the annuity?" — the sequence-of-returns answer that makes FIAs uniquely advantageous for retirees.
FIA CREDIT RATE EXPLANATION
Indexed Annuity "Credit Rate" Explanation
The four rate levers: Participation rate (% of index gain credited — can be above 100% in some strategies), Cap rate (ceiling on annual interest), Margin/spread (flat % subtracted from the gain), Bonus rate (upfront premium added to contract value, vesting over time). Why you don't get 100% of index gains: you're trading unlimited upside for the guarantee of zero downside. Contracts often combine two or more levers. Walk-through: 80% par + 10% cap scenario across multiple market outcomes. Locked-in credits become new guaranteed principal.
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Send when: A prospect is comparing FIA products and needs to understand how caps and participation rates work before making a crediting strategy selection.
FIA DECISION ASSURANCE
You've Made a Good Decision
Designed to be sent within 48 hours of a signed FIA contract. Buyer's remorse is a documented psychological phenomenon after major financial decisions — not a signal the decision was wrong. Walks the new owner through three core benefits they just secured: protection first (principal insulated from market losses), growth opportunity (index-linked credits without downside), and income you can't outlive. Emphasizes the advisor's ongoing annual review commitment. "Ask yourself: Do I trust the professional who guided me? Were my questions answered honestly? Did I make an informed decision aligned with my goals?"
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Send when: A client has signed an FIA application. Within 48 hours — before cognitive dissonance sets in. Reduces policy surrenders and keeps the client-advisor relationship strong.
IRA ANNUITY
Protect Your IRA From Market Crashes
Hidden fee drag: 1–2% annual admin and management fees erase 20–30% of a retirement nest egg over 20–30 years. Trustee-to-trustee FIA rollover: tax-free, IRA stays an IRA. Index-linked crediting: a share of gains credited when the index rises, 0% when it falls — no principal reduction. Zero ongoing management fees inside the FIA. Legal-reserve and state guaranty fund protections. How loss elimination beats catch-up: if the market drops 30%, a mutual fund must earn 43% just to break even while the FIA starts the next year from the lower reset point with principal intact.
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Send when: An IRA or 401(k) owner is concerned about market losses or frustrated with annual management fees eating into returns during down years.
ANNUITY EXCHANGE
Exchange Your Annuity for a Better Contract
IRC Section 1035 allows tax-free exchange of an older annuity into a newer contract — no taxes due on deferred gains, cost basis carries over. Why upgrade: newer FIAs offer indexed crediting instead of low declared rates, Guaranteed Lifetime Withdrawal Benefits of 5–7%, tax-free LTC withdrawals under Section 7702B, and bonus credits of 5–10% that can offset surrender charges on the old policy. Three upgrade dimensions: higher growth potential, lifetime income rider, and long-term care funding. Best for annuities 3–4+ years old.
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Send when: A client has an older fixed or variable annuity earning less than 3–4% net of fees, or one that lacks modern income or LTC riders — they may be leaving significant value on the table.
TRACK 3 - INCOME STRATEGIES: HOW TO GENERATE GUARANTEED LIFETIME INCOME
INCOME ANNUITY (SPIA)
Guaranteed Lifetime Income Contract
A Single-Premium Immediate Annuity converts a lump sum into a contractual paycheck — monthly, quarterly, or annually — for life. Income starts within 30–365 days. Mortality pooling: premiums from those who die early fund extra payments for those who live longer — producing 30–60% more spendable income than a bond ladder of equal quality. Zero management, no rebalancing. Illustrated comparison: $250K managed portfolio at $1,000/month (vulnerable to crashes) vs. $250K SPIA at $1,250/month guaranteed for life. Payout options: life-only, joint-life, cash refund, period-certain, COLA rider.
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Send when: A client wants to stop managing investments entirely and just receive a monthly check they can count on. The "I just want a guaranteed paycheck" client.
ANNUITY GIB RIDER
Guaranteed Lifetime Income Withdrawals
A Guaranteed Income Benefit (GIB) rider converts a deferred annuity into a personal pension when activated. The income base (separate from account value) grows at a contractual roll-up rate (e.g., 5% compound) or locks in market highs as step-ups. At activation, a fixed withdrawal percentage (5–6%) of the income base is paid every year for life — even after the account value reaches zero. Example: $200K invested at 55, benefit base doubles to $400K by 70, 5% payout rate = $20K/year for life. Rider cost: typically 0.9–1.2% annually from account value, not income.
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Send when: A client wants guaranteed income at a future date (not immediately) — especially those who want their money to grow now and turn into a pension later.
ANNUITY BUCKETS
Retirement Income Inflation Strategy
The three-bucket annuity strategy: Bucket 1 (ages 60–70, period-certain annuity for active retirement), Bucket 2 (ages 70–80, larger payout to offset inflation and healthcare costs), Bucket 3 (age 80+, lifetime-only annuity for longevity protection). Knowing later buckets are guaranteed lets you spend up to 30% more in early retirement. Each successive bucket pays more, counteracting rising prices. Any unused Bucket 3 principal returns to heirs via cash-refund provision. Example: 65-year-old, $750K, three sequential annuities — income steps up every decade.
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Send when: A client is concerned about both running out of money and losing purchasing power to inflation over a 30-year retirement. The "I want to spend more when I'm healthiest" client.
ANNUITY LADDERING
Retirement Income and Inflation Protection
Annuity laddering: divide retirement savings into 4–5 contracts with staggered 3, 5, or 10-year terms. At each maturity, choose to renew at the current rate or convert to a life-income payout combining interest + principal. Sample: 65-year-old, $600K, four $150K contracts at 5% — $30K/year interest income in Phase 1. Converting one slice at 70 boosts income to ~$38K; convert another at 75 for further increases — even if rates never rise. MassMutual research: laddered annuities outperformed every stock-and-bond mix for consistent income without exhausting capital. Dollar-for-dollar legal reserve backing. Zero management fees.
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Send when: A client wants to hedge against interest rate changes while maintaining flexibility — especially CD holders or bond investors who understand laddering conceptually.
SPLIT ANNUITY
Safe Money Income Alternative to Bank CDs
Split annuity: divide a lump sum into two contracts — an immediate annuity for income now (payments mostly tax-free return of principal) and a deferred annuity that grows back to the original balance by the end of the term. Net result: CD interest at 2% gross = $1,600/year after 20% tax; split annuity at combined 5%/3% = $4,600/year net with 70–80% tax-exempt. Original principal fully rebuilt at term end — repeat indefinitely. Zero principal risk, zero annual taxation on growth contract. State guaranty fund protection. Fortune 500 companies use the same legal-reserve structure to secure employee pensions.
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Send when: A client uses CD interest to supplement retirement income and hasn't compared the net income advantage a split annuity provides — especially those frustrated with low CD rates.
LTC ANNUITY
Tax-Exempt Cash Reserve for Elder-Care Expenses
Asset-based LTC annuity: a lump-sum deposit into a fixed or indexed annuity with an LTC rider under IRC Section 7702B creates 2–3x leverage for tax-free elder care coverage. 70% of Americans will need assisted living, home nursing, or custodial care — none covered by Medicare. Traditional LTC insurance is expensive and "use it or lose it." Asset-based approach: your deposit keeps growing tax-deferred, 200–300% is available tax-free for qualifying care costs, and if care is never needed — principal + growth passes to heirs. 10% annual penalty-free withdrawals. Three-part benefit: tax-deferred growth, tax-free LTC leverage, legacy protection.
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Send when: A client has savings set aside "just in case" for elder care — especially those who've watched a parent spend down to Medicaid. This video upgrades their existing solution dramatically.
FIA / ADL (EQUITRUST BRIDGE)
Asset Based Elder Care
Fixed index annuity with an ADL benefit rider: $50,000+ minimum deposit earns tax-free interest based on S&P 500 gains (0% loss floor) while qualifying for ADL insurance coverage up to 200%+ of the asset base. ADL insurance grows at 3% annually for up to 20 years. Benefits paid monthly for up to 5 years — even if all funds are exhausted — tax-free under IRC Section 7702B. Qualification: doctor confirms inability to perform 2+ ADLs for 90+ days. No medical exam required. Case study: Derek, 60, $100K deposit → $225K ADL coverage → $554K total benefit pool at 75 → $9,200/month tax-free after car accident.
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Send when: A prospect aged 55–75 has $50K+ in discretionary savings and is concerned about elder care costs — especially those who've resisted traditional LTC insurance because of the "use it or lose it" structure.
TRACK 4 - CONTEXT: RELATED RETIREMENT DECISIONS THAT CONNECT TO ANNUITIES
CD TO ANNUITY
Safe Money Alternative to Bank CDs
CDs are FDIC-backed but taxed annually at ordinary income rates — real returns often lag inflation. Fixed and indexed annuities: typically 1–2% more than comparable CD rates, tax-deferred compounding (no annual 1099), guarantee windows up to 10 years or index-linked for upside with 0% floor. Key liquidity comparison: CDs forfeit all accrued interest on early withdrawal; annuities allow 10% penalty-free each year. Both are insured — CDs by FDIC, annuities by legal-reserve insurance companies and state guaranty funds up to statutory limits.
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Send when: A client has money in CDs and hasn't compared net returns after taxes with what a fixed or indexed annuity would produce. The "earn more on your safe money" conversation.
MULTI-YEAR ANNUITY (MYGA)
Insured Alternative to Bank CDs
Multi-Year Guarantee Annuity: fixed compound rate locked for 3–10 years — current 3-year MYGA rates often 2x the yield on a 3-year CD. Interest compounds tax-deferred (no annual taxation). Three maturity options: lump sum, rollover to new MYGA for continued deferral, or convert to guaranteed lifetime income. 10% annual penalty-free withdrawals; early excess withdrawal triggers surrender charges similar to CD early-withdrawal fees. State guaranty fund coverage up to $500K per owner per insurer. Key insight: only the interest portion of income payments is taxable when converting to income — unlike CD interest which is 100% taxable each year.
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Send when: A client has maturing CDs and is looking for higher rates with the same safety profile. The natural upgrade conversation from bank-based safe money to insurance-based safe money.
LONGEVITY ANNUITY
Old Age Income Protection
Deferred Income Annuity (DIA) or Qualified Longevity Annuity Contract (QLAC): income deferred 10–20 years, starting at age 80 or 85, guaranteed for life. Small allocation (15–20% of assets) covers essential expenses in very old age. Spend-more-now effect: knowing late-life income is secured allows up to 30% more withdrawal in early retirement. No market risk, no ongoing fees. Return-of-premium and period-certain options protect heirs if you pass early. QLAC perk: up to 25% of IRA balance ($200K cap) qualifies — exempt from RMDs until payments begin, reducing taxable income through your 70s.
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Send when: A client is worried about living "too long" and outliving their money — especially those with family history of longevity or who are in excellent health at retirement.
QLAC ANNUITY
IRS-Approved Tax-Free Old-Age Safety Net
QLAC: transfer up to 25% of combined IRA/401(k) balances (capped at $200K) into a Qualified Longevity Annuity Contract. The QLAC amount is exempt from Required Minimum Distributions from ages 73–85. Income begins at 85 (or earlier by election) and lasts for life. Lower taxable income between 73–85 may reduce IRMAA surcharges and keep more Social Security untaxed. Illustrated: $150K deposited at 65, income start at 85 — ~$4,500/month for life. Cash-refund rider ensures heirs receive unused premium if death precedes activation. Estate and longevity risk addressed simultaneously.
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Send when: A client has a large IRA or qualified plan balance they don't need for income and wants to both defer taxes and guarantee income for their 80s and beyond.
ROTH CONVERSION
Tax-Free Income from Your IRA
Tax-deferred vs. tax-exempt: a $6K annual IRA contribution at 22% saves $1,320 today — but that same deposit grows to $17K+ over 30 years, and every penny is taxable at retirement. Converting to a Roth today pays tax once at today's lower rates; all future growth and withdrawals are 100% tax-free after age 59½ and five years. Under 59½: pay conversion tax from outside funds (not the IRA) to avoid the 10% penalty and maximize what enters the Roth. Adding a Roth-qualified FIA: principal protection from market crashes + indexed growth + tax-free compounding inside the Roth structure.
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Send when: A client is saving in tax-deferred accounts and believes tax rates will be equal or higher in retirement. The Roth conversion + FIA combination is a powerful pairing for protecting and compounding the conversion.
SOCIAL SECURITY BASICS
Social Security Retirement Benefits
Four decisions that shape a lifetime of Social Security income: When to claim (62 vs. FRA vs. 70 — early claims cut up to 25%, waiting adds up to 32%), Working while claiming before FRA ($1 withheld for every $2 earned above the annual limit), Managing taxes (up to 85% of benefits taxable — potentially 100% with future legislation), and Integrating with other income sources. The early-claim + deferred-income annuity strategy: claiming Social Security at 62 and investing the payments in a deferred annuity can produce more total income at 70 than waiting to claim SS alone.
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Send when: A client is approaching 62 and hasn't made a Social Security claiming strategy — or has made a suboptimal default decision without analyzing alternatives. Connects naturally to annuity income planning.
TSP ROLLOVER ANNUITY
Is Your TSP Retirement Income Guaranteed?
Federal employees have two guaranteed income sources — pension and Social Security — but the Thrift Savings Plan has no guarantees. G Fund: safe but 3% average, below inflation. C/S/I/L Funds: higher potential but suffered -18% in 2022, -37% in 2008, -43% in 2000–2002. TSP annuity option: guarantees income but surrenders all access to principal permanently. IRS alternative: at age 59½ (CSRS) or 60 (FERS), roll part of the TSP to an IRA-based FIA with a Guaranteed Income Benefit rider — principal protected, index-linked growth, 6% lifetime withdrawal rate, and 10% annual penalty-free access. Illustrated: $250K rolled to FIA at 60, GIB base grows to $350K by 65, $21K/year guaranteed for life.
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Send when: A federal employee aged 60+ has a Thrift Savings Plan and hasn't considered rolling part of it to an FIA with a lifetime income rider — especially those frustrated with G Fund returns or concerned about C/S/I fund volatility.
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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.
FOR INSURANCE AGENTS AND FINANCIAL ADVISORS
How to build a repeatable annuity education system with these videos
How to build a repeatable annuity education system with these videos
Annuity cases close more slowly when clients don't fully understand the product. These videos eliminate that friction by giving clients a way to deepen their understanding on their own time — at their own pace — without requiring more of your calendar.
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Start with a foundation video
Send the Annuity Primer or Indexed Annuity overview the same day as your first annuity conversation. While the meeting is fresh. Before the client's brother-in-law tells them annuities are bad.
SAME DAY AS THE MEETING
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Answer questions before they're asked
Send the FIA Hedging and Reset explanation videos proactively — don't wait for the "how does this work?" objection. Educated clients close faster, lapse less, and refer more.
DAY 3-10 AFTER THE MEETING
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Match to the specific situation
CD holder gets the MYGA or Split Annuity video. IRA owner gets the IRA Rollover video. Federal employee gets the TSP video. QLAC candidate gets the QLAC video. The right video always matches the right conversation.
WITHIN 48 HOURS OF IDENTIFYING THE SITUATION
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Lock in the close with Decision Assurance
Send the FIA Decision Assurance video within 48 hours of a signed contract. It's the most commonly skipped step in the annuity sales process — and one of the highest-value actions for reducing surrender risk.
WITHIN 48 HOURS OF SIGNED CONTRACT
Want the full annuity sequence running automatically?
Want the full annuity sequence running automatically?
Advisor Growth members get done-for-you campaign execution — the right annuity video delivered to the right client at the right moment, automatically. Multi-video annuity sequences run without the advisor lifting a finger after the initial meeting.
Frequently asked questions
Frequently asked questions
How do advisors use these videos to explain fixed indexed annuities to skeptical clients?
How do advisors use these videos to explain fixed indexed annuities to skeptical clients?
WebPrez annuity videos are designed to handle the most common FIA objections and questions without requiring the advisor to run a long whiteboard explanation every time. The library includes separate videos for each layer of understanding — an introductory primer, how the hedging mechanism works, how the annual reset locks in gains, how credit rates are calculated, and a decision assurance video for new buyers experiencing buyer's remorse. Advisors send the introductory video the same day as the meeting, then sequence deeper explanations as the client's questions evolve.
What is the difference between a fixed annuity and a fixed indexed annuity?
What is the difference between a fixed annuity and a fixed indexed annuity?
A fixed annuity pays a declared interest rate that is set by the insurer for a defined period, similar to a CD but with tax deferral and insurance company backing. A fixed indexed annuity (FIA) credits interest based on the performance of a market index like the S&P 500, subject to a cap or participation rate, with a guaranteed floor of zero — meaning you participate in market gains without market losses. Both are guaranteed contracts backed by legal reserve insurance companies, not investments in the market.
Can advisors use these videos for both annuity prospects and existing policyholders?
Can advisors use these videos for both annuity prospects and existing policyholders?
Yes. The WebPrez annuity library includes videos designed for both audiences. Prospect-facing videos like the Annuity Primer, Indexed Annuity overview, and Annuity vs 401k comparison introduce the concept to new clients. Policyholder-facing videos like the FIA Decision Assurance video are sent within 48 hours of a signed contract to prevent buyer's remorse and reduce lapse risk — one of the highest-value but most commonly overlooked uses of the annuity library.
What is the difference between the Essentials and Advisor Growth plans for annuity conversations?
What is the difference between the Essentials and Advisor Growth plans for annuity conversations?
Essentials gives advisors full access to the annuity video library and campaign tools to manage themselves. Advisor Growth is a done-for-you service where WebPrez builds, schedules, and sends multi-video annuity sequences to the right client segments automatically. Annuity conversations typically require multiple touchpoints across several weeks — automated sequencing ensures consistent education at every stage without the advisor manually tracking where each prospect is in the process.
How many total videos are in the WebPrez library?
How many total videos are in the WebPrez library?
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 fixed and indexed annuity category contains 26 videos covering annuity primer, guaranteed lifetime income, the annuity bucket income strategy, Section 1035 exchange, Guaranteed Income Benefit riders, annuity laddering, CD to annuity comparison, and asset-based elder care.
The fixed and indexed annuity category contains 26 videos covering annuity primer, guaranteed lifetime income, the annuity bucket income strategy, Section 1035 exchange, Guaranteed Income Benefit riders, annuity laddering, CD to annuity comparison, and asset-based elder care.
Fixed and indexed annuity videos for insurance agents and financial advisors
WebPrez provides insurance agents and financial advisors with 23 done-for-you client education videos covering the full range of fixed and indexed annuity conversations. The annuity video library includes content on fixed indexed annuities (FIA) including hedging, reset, and credit rate explanations, guaranteed lifetime income contracts and income annuities (SPIA), annuity vs 401k comparison, Guaranteed Income Benefit (GIB) riders, the annuity bucket income strategy, annuity laddering for inflation protection, CD to annuity and MYGA comparisons, asset-based long-term care annuities under IRC Section 7702B, IRA to annuity rollovers, Section 1035 tax-free annuity exchanges, longevity annuities and QLAC qualified longevity annuity contracts, split annuities as CD alternatives, TSP rollover annuities for federal employees, Social Security claiming strategy basics, Roth conversion paired with FIA, and FIA decision assurance for new policyholders. Each video is delivered through a branded advisor landing page and integrates with any email marketing campaign or automated follow-up sequence.
How annuity videos support advisor marketing strategy
Fixed and indexed annuity conversations fail most often when clients don't fully understand the product before they're asked to commit. The WebPrez annuity video library gives insurance agents and financial advisors a repeatable financial advisor content marketing system for every stage of the annuity education process — from a foundational primer that neutralizes the "annuities are complicated" objection, through FIA mechanics explanations that answer technical questions before they become objections, to post-close decision assurance that prevents the buyer's remorse that leads to contract surrender. For advisors working with CD holders, IRA owners, federal employees with TSP accounts, or pre-retirees concerned about sequence-of-returns risk, the 23-video annuity library covers every client conversation type with a specific, client-ready video that requires no additional content creation from the advisor. Advisor Growth members receive fully automated annuity campaign execution, eliminating manual tracking across a complex multi-video education sequence.
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