6
6
Videos in this category
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3
3
Recruiting tracks
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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.
Career & Agent Recruiting
Videos sent to prospective candidates considering the financial security profession — and to captive or independent agents who may be underserved by their current FMO or IMO.
Professional Partnership Recruiting
Videos sent to CPA firm principals and P&C agency owners to introduce a co-branded automated video email campaign system — building referral partnerships that feed both practices.
Warm-Market Licensing
A video sent to existing IUL clients who want to accelerate their retirement savings — introducing a commission-based licensing opportunity that adds fuel to their own plan.
6 VIDEOS · RECRUITING
The only videos in the library not designed for your clients — designed for building your practice
The only videos in the library not designed for your clients — designed for building your practice
Every other category in the WebPrez library is about advisor-to-client education. This category is different. These six videos serve three audiences: prospective career candidates you want to recruit, professional partners (CPAs and P&C agencies) you want to activate as referral sources, and existing IUL clients you want to introduce to a licensing and income opportunity. Each card below includes who receives the video and the exact situation that triggers sending it.
TRACK 1 — CAREER AND AGENT RECRUITING: BUILDING YOUR TEAM
PERSONAL REFERRALS
Career Opportunity for Someone You Know
Not sent to the candidate — sent to someone who might know a candidate. Prompts existing clients and network contacts to make a warm introduction on the advisor's behalf. Addresses three candidate profiles: recent college graduates not yet in a career-track position, people open to a career change, and those recently unemployed. Explains the financial security profession as encompassing three paths: financial planner/advisor (helping individuals save, grow, protect money), employee benefits specialist (healthcare and 401k for companies), and business protection specialist (protecting the value and profitability of a business owner's company). Key messages: six-figure income potential, no college degree required, licensing required, mentorship-driven opportunity — the advisor is looking for a few qualified candidates to train and mentor, not running a mass hiring campaign.
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Send when: You want to activate your existing network as a recruiting pipeline without conducting cold outreach. The most leverage-efficient recruiting tool in the library — one send to a trusted contact generates a pre-warmed candidate introduction rather than a cold call.
INSURANCE CAREER
Career Opportunity: Financial Security Professional
Sent directly to a prospective career candidate. Designed for recent college graduates or mid-career professionals dissatisfied with their current work, income, or employer. Three life-stage markets explained: adults in their 20s–40s (insurance, healthcare, college funding, retirement savings), business owners and executives (asset protection, tax strategies, employee benefits), and people in their 50s–80s (retirement income, eldercare, estate planning). Why enter now: average age of a financial professional today is 55 — the industry is actively seeking younger professionals and there is minimal competition among people in their 20s, 30s, and 40s. Earnings potential: six-figure income in as little as 2–3 years, no cap. Mentorship path: new entrants mentored by experienced professionals who may want them to gradually take over an established book of business.
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Send when: You have a specific candidate you want to introduce to the profession — someone who came to you via referral, someone you met at a community event, or a former colleague who has expressed dissatisfaction with their current career.
AGENTS & ADVISORS
Double Your Earnings with the Right Support
Sent to captive or independent agents currently contracted through an FMO, IMO, broker, or general agent who processes business and pays commissions but provides minimal development support. Distinguishes between a transactional override relationship (the industry norm) and a genuine business development partnership. What a true partnership includes: comprehensive personal assessment (sales style, skills, product knowledge, strengths, weaknesses, 5/10/20-year goals), customized business focus definition (financial planning, retirement, estate, business, employee benefits), target market development (families, seniors, small business owners, corporate executives, government employees, professional occupations like physicians, engineers, teachers, attorneys, accountants), technology integration (mobile computing, website, database marketing, social media), and the most competitive compensation available for the agent's specific target market.
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Send when: You have identified a captive or independent agent who appears underserved by their current FMO or IMO — flat production, no technology support, no defined target market strategy, or visible frustration with their current relationship. This is the FMO/IMO recruiting conversation.
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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.
CPA FIRM
Video Email Campaigns for CPA Firms
Sent to a CPA firm owner who has both business clients (succession planning, retirement, employee benefits, executive tax strategies) and personal tax clients (healthcare, retirement, life insurance, estate planning) — and is not currently part of the conversations those clients are having about those topics. How the partnership works: the CPA firm segments their client list into campaign tracks (Business Owners, Corporate Executives, Young Families, Empty Nesters, Seniors/Retirees), uploads names and emails, and the system automatically delivers weekly branded educational video emails. Firm's name, photo, and contact information appear on every email and landing page — content comes from them, in their brand. Videos never reference or recommend any specific product or company (essential for a CPA firm protecting its professional objectivity).
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Send when: You have a relationship with a CPA firm principal — or are prospecting one — and want to introduce the partnership before a live conversation. The "no cost to you, nothing to create" positioning makes the ask easy.
P&C AGENCY
Video Email Campaigns for P&C Agencies
Sent to a P&C agency owner whose commercial lines clients are business owners making decisions about succession, retirement, and employee benefits — and whose personal lines clients are families navigating healthcare coverage, retirement planning, and life insurance. Identical mechanics to the CPA partnership video: client list segmentation into campaign tracks (Business Owners, Corporate Executives, Young Families, Empty Nesters, Seniors/Retirees), automatic branded video email delivery, agency's photo and contact information on every touchpoint, content is objective (no product or company recommendations), real-time engagement notifications, zero cost to the agency.
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Send when: You have a relationship with a P&C agency owner — especially one you cross-refer with already — or have identified one in your market whose commercial lines client base overlaps with your ideal prospect profile.
TRACK 3 — WARM MARKET LICENSING: TURN EXISTING CLIENTS INTO PRODUCERS
IUL SALES
How to Fund Your Tax Free Retirement Plan
Sent exclusively to existing IUL policyholders. The client already has a retirement insurance contract and is contributing what they can afford — but there's no room to accelerate contributions. This video introduces a commission-based licensing opportunity: get a state insurance license, show the same 5-minute IUL video to friends and neighbors, earn an average of $3,000 per contract placed, and add that income directly to their own retirement insurance contract. The sales process described: Show the video over coffee → Answer questions → Share your own plan → Order a personalized illustration → Present at a second meeting → Help complete paperwork. When the insurance company issues the contract, they pay the referring individual a fee — average $3,000+.
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Send when: An existing IUL client has expressed a desire to contribute more to their retirement plan but genuinely has no additional disposable income — AND you have assessed them as entrepreneurially-minded, with a strong personal network.
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.
STRATEGIC CONTEXT
How the recruiting library fits into a practice growth system
How the recruiting library fits into a practice growth system
Each track in the recruiting library serves a different growth lever. Used together, they create a self-reinforcing system: new agents you recruit build production, professional partners you activate generate referrals, and existing clients you license become both producers and advocates. These are not interchangeable — send the wrong video to the wrong audience and the strategy falls apart.
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Network referral before direct outreach
Lead with the Personal Referrals video to your 10 closest clients and contacts before making any direct candidate outreach. One warm introduction converts 10x more effectively than one cold call. The video does the initial qualification for you.
CAREER RECRUITING — FIRST STEP
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Video before the recruiting conversation
Send the Insurance Career video 48 hours before your first formal conversation with a candidate. They arrive with foundational context already in place, the profession already positioned as a legitimate opportunity, and the income potential already understood. You start the real conversation immediately.
48 HOURS BEFORE FIRST MEETING
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Partner videos as the opening ask
Send the CPA or P&C video as the first formal ask in a referral partnership conversation — before you've asked for anything. It explains the entire partnership concept, addresses the cost concern (zero), and confirms professional reputation protection. You walk into the follow-up meeting having already answered 80% of the questions.
BEFORE THE PARTNERSHIP MEETING
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IUL licensing only for the right client profile
The IUL Sales video is high-leverage when used correctly and counterproductive when used incorrectly. Identify the right clients first — existing IUL owners who are entrepreneurially-minded, have strong networks, and have expressed the desire to add more to their plan.
AFTER IDENTIFYING THE RIGHT CLIENT
Want your recruiting and partnership campaigns automated?
Want your recruiting and partnership campaigns automated?
Advisor Growth members get done-for-you campaign execution — recruiting touchpoints and partnership follow-up sequences delivered systematically without the advisor managing each individual send. Build your team and referral network on autopilot.
Frequently asked questions
Frequently asked questions
How do advisors use recruiting videos to attract new agents and candidates?
How do advisors use recruiting videos to attract new agents and candidates?
Advisors use WebPrez recruiting videos to introduce the financial security profession and the recruiting opportunity before a live conversation takes place. The Insurance Career video explains the profession, income potential, and mentorship pathway to prospective candidates. The Personal Referrals video is sent to existing clients and network contacts who may know a candidate, prompting them to make an introduction rather than requiring the advisor to find candidates directly. The Agents and Advisors video explains what a true business development partnership looks like to captive or independent agents who may be underserved by their current FMO or IMO. Each video is designed to do the initial explaining so the advisor's first live conversation starts at a higher level of understanding.
What is the professional partnership recruiting video and who receives it?
What is the professional partnership recruiting video and who receives it?
WebPrez includes two professional partnership recruiting videos — one for CPA firms and one for property and casualty insurance agencies. Both videos explain a co-branded automated video email campaign system that the advisor manages on the partner's behalf at no cost. CPA firms and P&C agencies upload their client lists and the system delivers weekly educational financial videos branded to the partner's name and contact information. The partner receives real-time engagement notifications when clients view a video or request more information, creating natural follow-up opportunities. These videos are sent by the advisor to a CPA firm principal or P&C agency owner they want to recruit as a referral partner.
Is the IUL Sales recruiting video appropriate to send to existing clients?
Is the IUL Sales recruiting video appropriate to send to existing clients?
Yes. The IUL Sales recruiting video is specifically designed for existing clients who have already purchased a retirement insurance contract (Indexed Universal Life policy) and want to accelerate their contributions but have no additional funds to add. It introduces a commission-based referral licensing opportunity — showing others how the same type of plan works and earning an average fee per contract placed, which can then be added directly to the client's own retirement insurance contract. This video is sent to existing IUL policyholders who are entrepreneurially-minded and have strong personal networks. It should not be sent to prospects who haven't yet purchased an IUL contract.
Can these videos be used to recruit agents in other states or regions?
Can these videos be used to recruit agents in other states or regions?
Yes. WebPrez videos are delivered through branded digital landing pages that work in any geography. The advisor's name, photo, and contact information appear on every landing page, and the videos can be sent by email to prospective candidates, professional partners, or existing clients anywhere in the country. The Agents and Advisors video, the Insurance Career video, and the Personal Referrals video are all designed for national use and do not contain geography-specific references. Licensing and contracting requirements vary by state, and advisors should ensure any specific licensing or contracting details are addressed in the follow-up conversation after the video is viewed.
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 recruiting category contains 6 videos: Agents and Advisors (for captive or independent agents being recruited to a business development partnership), CPA Firm Partnership (for CPA firms being introduced to a co-branded video email campaign system), Insurance Career (for prospective career candidates considering the financial security profession), IUL Sales (for existing IUL policyholders being introduced to a commission-based licensing opportunity), P&C Agency Partnership (for property and casualty agencies being introduced to a co-branded video email campaign), and Personal Referrals (for existing clients and network contacts who may know a career candidate).
The recruiting category contains 6 videos: Agents and Advisors (for captive or independent agents being recruited to a business development partnership), CPA Firm Partnership (for CPA firms being introduced to a co-branded video email campaign system), Insurance Career (for prospective career candidates considering the financial security profession), IUL Sales (for existing IUL policyholders being introduced to a commission-based licensing opportunity), P&C Agency Partnership (for property and casualty agencies being introduced to a co-branded video email campaign), and Personal Referrals (for existing clients and network contacts who may know a career candidate).
Recruiting videos for insurance agents and financial advisors
WebPrez provides insurance agents and financial advisors with 6 done-for-you recruiting videos that support every layer of practice growth: career recruiting, agent and advisor recruiting, and professional partnership development. The recruiting video library includes a career introduction video for prospective candidates considering a career as a financial security professional, a personal referrals video designed to activate an advisor's existing client network as a candidate pipeline, an agents and advisors video that articulates the business development partnership model for captive or independent agents underserved by their current FMO or IMO relationship, a CPA firm partnership video that introduces CPA firm principals to a co-branded automated video email campaign system, a P&C agency partnership video that introduces property and casualty agency owners to the same system, and an IUL sales video that introduces existing IUL policyholders to a commission-based licensing opportunity that accelerates their own retirement savings. Each video is delivered through a branded advisor landing page and integrates with any email campaign or follow-up sequence.
How recruiting videos support advisor marketing strategy and team growth
Insurance agent recruiting and financial advisor recruiting are among the highest-leverage activities available to a growing practice — but they're also the most time-consuming without a systematic approach. The WebPrez recruiting library gives advisors a done-for-you video for each stage of the recruiting and partnership development process. The Personal Referrals video turns every existing client relationship into a potential warm candidate introduction. The Insurance Career video ensures every prospective candidate arrives at the first conversation already understanding the financial security profession and its income potential. The CPA Firm and P&C Agency partnership videos eliminate the need to explain the same co-branded campaign concept from scratch in every partner meeting. And the IUL Sales video opens a licensing conversation with existing clients in a way that is both natural and compliance-appropriate. For advisors on the Advisor Growth plan, recruiting and partnership outreach sequences can be automated through done-for-you campaign execution — building the team and the referral network systematically without additional time from the advisor.
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