12
12
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
You explain it in the meeting. The client nods. Then nothing happens — because they've already forgotten half of what you said by the time they get home.
THE GAP
Most insurance agent marketing stops at the first conversation. There's no consistent follow-up system that keeps the concept alive between meetings.
THE SOLUTION
Send the right video the same day as your meeting. It reinforces the concept, answers lingering questions, and keeps you top-of-mind — without you saying another word.
12 VIDEOS · FAMILY LIFE INSURANCE
A video for every conversation you're already having with clients
A video for every conversation you're already having with clients
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. This is your family life insurance content marketing library — built, produced, and ready to use. No script-writing, no recording, no editing required.
FAMILY LIFE INSURANCE
Family Income Protection
Walks a client through the real financial cost of losing a primary earner — mortgage, tuition, daily expenses — using a specific story that makes the risk immediate, not abstract. Shows that $500K in coverage costs as little as $20–$30/month at 30. Covers return-of-premium options.
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Send when: A prospect has dependents but inadequate coverage. The "first conversation" video for any family protection discussion.
LIFE INSURANCE CALCULATION
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Calculate Your Need for Life Insurance
A two-step formula clients can follow themselves: total liabilities (mortgage, debts, final expenses) plus income replacement (monthly net income multiplied by years until the youngest child turns 21). Shows a 40-year-old can cover $1.65M for around $158/month. Includes the return-of-premium conversation.
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Send when: A client knows they need coverage but doesn't know how much. Gives them a specific number to work from before your next conversation.
CASH VALUE LIFE INSURANCE
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One Plan for a Lifetime of Financial Security
Cash value life insurance as an all-in-one strategy under IRS Sections 101 and 7702: tax-deferred growth, tax-free access, living benefits via accelerated benefit riders, and death benefit protection. Case study: Alan, 40, $600/month into an IUL with chronic illness rider — $350K cash value and $25K/year tax-free income projected by 65.
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Send when: A conservative client wants one vehicle that saves, grows, protects, and pays retirement income — without market risk.
INDEX UL
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"All In One" Financial Security Plan
Indexed Universal Life explained for young professionals and families: tracks S&P 500 gains with a guaranteed 0% floor, tax-free loans, flexible premiums — backed by IRS Sections 101, 72, and 7702. Answers the "is this like investing in the market?" objection directly. Case study: Jordan, 33, $350/month — $200K cash value and $20K/year tax-free income projected by 55.
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Send when: A younger client has seen 401(k) losses and wants growth without market exposure. Or when a prospect wants one plan that does everything.
WHOLE LIFE DIVIDENDS
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Life Insurance Dividend Earnings
Explains mutual company ownership and how annual dividends go to policyholders — not stockholders. Covers guaranteed cash value growth, tax-free access via policy loans, and the financial strength of legal reserve mutual insurers. Case study: Dr. James Parker, 42, $18K/year premium — $100K+ in dividends and cash value by year 5; borrowed $30K for a business expansion and repaid himself with interest.
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Send when: A client wants guaranteed, predictable growth with zero market exposure but doesn't yet understand how mutual insurers or dividend-paying policies work.
TERM/UL CONVERSION
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Low Cost "Adjustable" Life Insurance
Why term insurance becomes unaffordable or unavailable after 75–80 — and how Universal Life solves it with adjustable coverage amounts, flexible premium schedules, and built-in critical illness living benefits (access up to 50% of coverage tax-free for cancer, stroke, or terminal diagnosis). Case study: Angela, 47, converts to UL at $92/month with permanent protection and living benefits.
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Send when: A client in their 40s–50s has term coverage expiring and no plan for what comes next. The "you've been meaning to deal with this" conversation.
LIVING BENEFITS
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Living Benefits Life Insurance
Accelerated death benefits explained: access up to $250K of a life insurance policy tax-free — while still living — for cancer, heart attack, stroke, organ failure, or terminal diagnosis. Covers the real out-of-pocket costs health insurance misses: out-of-network care, lost income, and recovery expenses. Most riders are included at no added cost unless triggered. Case study: Chris, 45, accessed $125K for liver disease treatment and recovery.
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Send when: A client doesn't know their existing policy may include living benefits — or when upgrading to one that does. One of the highest-impact "you didn't know you had this" conversations.
MORTGAGE LIFE INSURANCE
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Home Mortgage Pay Off Guarantee
Over 50% of foreclosures are caused by death or disability — not missed payments. Mortgage Payment Protection combines life insurance (pays off the full balance tax-free at death) with disability coverage (continues monthly payments during illness or injury). Portable across refinances. Return-of-premium option available. Case study: Eric and Jennifer, $380K mortgage, three kids — protected on both risks for a combined monthly cost that's less than most utility bills.
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Send when: Any client has a mortgage and earned income. This is one of the most consistently underserved conversations in family insurance — almost every homeowner qualifies and almost none of them have it.
COLLEGE FUNDING
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How to Save and Pay for College Education
Four major drawbacks of 529 plans: reduces financial aid eligibility up to 5.6%, restricted use, administrative fees, and market risk. Introduces the IRS Section 7702 alternative: no market losses, no restrictions on use, no financial aid impact, no penalties if the child doesn't attend college. Case study: Sarah and Dan, $250/month per child — $60K+ in available, unrestricted cash value per child after 15 years.
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Send when: Parents with young children are starting to think about education savings — especially if they already have a 529 that took a hit in a down market.
CHILD SAVINGS BANK
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Teach Your Children to Save Money
How to build a private "savings bank" for a child using cash value life insurance — the same generational wealth strategy affluent families have used for over a century. Tax-free compound growth, borrow up to 90% for any purpose with no credit check, and the account keeps earning while borrowed. Funds can be used for college, a first home, a business, or anything else the child chooses. Case study: $200/month per child started at age 6 — $50K+ available tax-free by age 25.
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Send when: A parent wants to build their child's financial foundation and instill the discipline of saving early. Best impact when children are under 12 while premiums are at their lowest.
PRIVATE EQUITY BANKING
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Become Your Own Banker
The Infinite Banking concept using IRS Section 7702 — whole life or IUL structured as a personal banking system. Fund the policy, borrow against cash value (up to 90%, no credit check, access in 48 hours), and recapture the interest currently paid to banks — while the policy earns compound interest uninterrupted. Case study: Melissa, 45, redirected $30K into an IUL, replaced high-interest credit lines, and is positioned for tax-free retirement income beginning at 65.
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Send when: A client has savings AND carries credit card or loan balances simultaneously. They're paying more to borrow than they earn to save — this video reframes that equation entirely.
LIFETIME TAX STRATEGY
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Your Own Lifetime Tax Strategy
The critical difference between tax deduction, tax deferral, and tax exemption — and why most CPAs only address the first two. The Safe Money Lifetime Tax Strategy restructures existing 401(k), 529, and home equity contributions into tax-exempt retirement income using IRS Sections 72, 101, and 7702 — without saving a single dollar more. Case study: Paul and Lacy, dual income, three kids — same savings, projected $390K in lifetime tax savings and $840K in tax-free retirement income.
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Send when: A client under 55 is contributing to a 401(k) or 529 and says "we're already doing everything we can." This video opens a conversation their CPA probably hasn't had with them.
HOW IT WORKS
Send the right video. At the right moment.
Send the right video. At the right moment.
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Before the meeting
Warm the prospect with a relevant video that sets the frame before you arrive.
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Same day follow-up
Send the video that matches the concept you just discussed — within two hours, not two days.
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Follow-up sequence
If they go quiet, send the next video in the sequence. Each one deepens understanding and keeps you top-of-mind.
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Post-close retention
Send the Decision Assurance video within 48 hours of a signed application. Eliminates buyer's remorse before it starts.
Want these campaigns built and sent for you?
Want these campaigns built and sent for you?
Advisor Growth members get done-for-you campaign execution — the right video sent to the right client at the right time, automatically. No setup required on your end.
FAQs
FAQs
How do I know if I need a life coach?
How do I know if I need a life coach?
A life coach can help you gain clarity on your goals, develop a plan to achieve them and hold you accountable to stay on track. If you find yourself feeling stuck, unmotivated or unsatisfied in any area of your life, working with a life coach might be beneficial. By providing guidance and support, a life coach can help you unlock your full potential and live a more fulfilling life.
What should I expect in a life coaching session?
What should I expect in a life coaching session?
In a life coaching session, you can expect to work with a trained professional who will help you identify and achieve your personal and professional goals. Sessions may include goal-setting exercises, personalized assessments, and action plans to help you overcome any obstacles on your path to success. Through active listening, feedback, and guidance, a life coach can provide support and motivation to help you make positive changes and live a more fulfilling life.
How do I choose the right life coach for me?
How do I choose the right life coach for me?
Choosing the right life coach is an important decision. It is essential to select someone whose approach resonates with you and who you feel comfortable with. Look for a coach who has experience in your area of interest and has a proven track record of success. Take the time to research their qualifications and reviews from past clients. Ultimately, the right coach for you is someone who inspires and motivates you to achieve your goals.
How is life coaching different from therapy?
How is life coaching different from therapy?
Life coaches help you set goals, find your purpose and build the life you love. Therapy helps you recognize and solve your problems in life. Therapists are trained in mental health conditions and human development and are typically considered a type of wellness treatment. Life coaches work as your ally to help you build your best life, but we aren’t trained in mental health management.
How do I know if this program is right for me?
How do I know if this program is right for me?
This depends on the type of work you wish to do. Many of my clients love to start with this self-guided program to set a foundation for growth, then progress to one-on-one coaching afterwards. If you need help deciding, my team is happy to answer any questions through a live chat session or support email.
What happens when I finish the workshop?
What happens when I finish the workshop?
That’s your call! If you fully participate in the workshop, you should walk away with a clearer sense of purpose, a list of specific goals that matter most to you, a plan for pursuing those goals long-term, a support system of fellow members, and a certificate to celebrate your work. If you’re excited about your progress and want to take the next step toward improving your life, you can also sign up for one-on-one life coaching after the workshop is completed.
Life insurance video education for insurance and financial advisors
Life insurance video education for insurance and financial advisors
The WebPrez life insurance video library covers four practice areas advisors use every day: family life insurance, retirement life insurance, estate life insurance, and business life insurance. Each video is 2–4 minutes, client-ready, and paired with specific guidance on when to use it — so advisors always know which video to send and why.
Key topics include indexed universal life insurance (IUL), cash value life insurance, key person insurance, buy/sell agreement funding, estate tax planning, long-term care riders, life settlements, and business succession. Videos are organized by client conversation context — not product category — which reflects how advisors actually think about their practice.
WebPrez is a client education and sales enablement platform for insurance agents, annuity professionals, and financial advisors. The life insurance library is part of a broader system that includes the Smart Money Discovery questionnaire, personalized financial snapshots, pre-built campaign sequences, and done-for-you execution through the Advisor Growth plan.
Key topics include indexed universal life insurance (IUL), cash value life insurance, key person insurance, buy/sell agreement funding, estate tax planning, long-term care riders, life settlements, and business succession. Videos are organized by client conversation context — not product category — which reflects how advisors actually think about their practice.
WebPrez is a client education and sales enablement platform for insurance agents, annuity professionals, and financial advisors. The life insurance library is part of a broader system that includes the Smart Money Discovery questionnaire, personalized financial snapshots, pre-built campaign sequences, and done-for-you execution through the Advisor Growth plan.
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