Business owner conversations are complicated.
Business owner conversations are complicated.
Your follow-up doesn't have to be.
Your follow-up doesn't have to be.
Free for 14 days.
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
Business owner conversations involve multiple concepts, multiple stakeholders, and multiple decision points. One meeting rarely closes the case — and most advisors have no consistent follow-up system.
THE GAP
Insurance agent marketing for business owners typically stops at the first meeting. There's no content that keeps the education alive between conversations — so momentum dies.
THE SOLUTION
Send a 3-minute video the same day as your meeting. It reinforces the concept, answers the partner's questions, and keeps you the advisor they call when they're ready to act.
12 VIDEOS · BUSINESS LIFE INSURANCE
A video for every business owner conversation you're already having
A video for every business owner conversation you're already having
Every card below includes the video's public title (what business owners see), the advisor context (why you'd use it), and a specific "Send when" trigger matched to a real client situation. This is your business life insurance content marketing library — built, produced, and ready to deploy. No script-writing, no recording, no editing required.
BUSINESS LIFE INSURANCE
Protect Your Business Profitability & Market Value
Five core uses of business life insurance: executive leadership coverage, debt liquidation, special talent protection, buy/sell funding, and salary continuation. Uses a real scenario — a manufacturing firm loses a partner, no buy/sell funding exists, and the deceased partner's spouse becomes an unwanted shareholder. The "why you need to think about this at all" entry point.
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Send when: A business owner of any size has no formal business protection strategy. This is the opening video for any business insurance conversation.
KEY PERSON
Business Protection: Key Person Insurance
What key person insurance is, how it works, and what the tax-free lump sum actually covers — replacement recruiting, lost revenue, and operational continuity. Actuarial data: 54% chance at least one of three key employees dies before retirement; 83.5% chance one becomes disabled. Real examples: a Los Angeles distributor loses their accounts manager in a car accident; a Boston software company's president has a heart attack. Includes return-of-premium option.
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Send when: A business owner depends heavily on one or more individuals — a top salesperson, lead engineer, or founder — whose absence would measurably hurt the company.
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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.
BUY/SELL FUNDING
Funding Your Buy/Sell Agreement
40% probability one partner under 50 dies before retirement; 70% probability of disability. Explains the buy/sell agreement, valuation formula, and why insurance is the only tax-efficient funding mechanism. The Tony/James/Robert story: three partners, a death, no funded agreement — Tony's widow demands seven years of quarterly earnings payments, draining the firm's profits and the surviving partners' retirement savings.
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Send when: A business with two or more partners has no funded buy/sell agreement. The story closes faster than any whiteboard explanation.
BUSINESS SUCCESSION
Business Succession Planning
70% of privately owned businesses fail to transition successfully from one generation to the next. The three failure points: inexperienced successors, family disputes over roles and profits, and estate tax-forced liquidation within nine months of the owner's death. Shows how mentoring, legal clarity, and tax planning — with life insurance as the funding mechanism — address all three. Case study: $12M manufacturing company founder, multi-stage transition plan.
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Send when: A business owner is thinking about their exit — even abstractly. Creates urgency through statistics, not pressure. Ideal 5–10 years before retirement.
EXECUTIVE BONUS
Executive Bonus Retirement Plan
IRC Section 162 allows tax-deductible bonus compensation to any employee — including the owner. Section 7702 lets that bonus fund a Retirement Insurance Contract that grows tax-deferred and pays out tax-free income in retirement. Non-qualified: no contribution limits, no ERISA compliance, no discrimination testing. Fully selective — offer it to yourself only, or any individual you choose. Optional double bonus covers the executive's taxes on the funding bonus.
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Send when: A corporate owner or executive wants to use tax-deductible company dollars to fund their own exclusive, tax-free retirement plan without employee inclusion.
DEFERRED COMPENSATION (SERP)
Supplemental Executive Retirement Plan
A SERP is a legally binding agreement that promises an executive future retirement income — but only if they stay until then. "Golden handcuffs" in practice. Non-qualified, fully selective, no ERISA rules, no IRS contribution limits. Funded with corporate assets or salary deferrals; typically backed by corporate-owned life insurance under IRC Sections 101 and 7702. Case study: construction firm CFO offered $75K/year for 10 years starting at 65 — declines a competing job offer.
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Send when: A business owner wants to recruit, reward, or retain a key executive without the administrative burden of a qualified plan.
BUSINESS TAX STRATEGY
Your Business Tax Strategy
The Safe Money Business Tax Strategy restructures how a business uses cash flow, profit, equity, and compensation — without aggressive write-offs or audit risk. Case study: Mike and Rick, HVAC company, $9.4M valuation, $630K in building equity, existing 401(k) and buy-sell. Assumed they'd maximized their tax position. Result: $1.86M in projected income tax savings and $4.2M in future tax-free retirement income — with no additional savings required.
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Send when: A business owner says "my CPA takes care of that." This video opens a conversation their CPA almost certainly hasn't had with them.
INSURANCE FINANCING
How to Finance the Cost of Business Life Insurance
Premium financing: leverage capital assets (real estate, investment accounts) as collateral for a low-interest loan to fund a large insurance contract — without pulling cash from income-generating assets. The policy's tax-advantaged growth offsets borrowing costs. The contract becomes its own collateral. Upon death, the benefit repays the outstanding balance; the remainder passes tax-free. Case study: $15M real estate investor secures $5M in estate liquidity without selling a single property.
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Send when: A high-net-worth client needs substantial coverage but stalls on "I can't afford the premium." This video reframes the conversation from expense to leverage.
BUSINESS EQUITY BANKING
Tax Free Retirement Business Line of Credit
Business Equity Banking replaces a commercial line of credit with a self-funded private reserve using retained earnings over 4–5 years, structured under IRC Sections 101 and 7702. Instead of paying interest to a bank, interest goes back into the business's own equity bank — and the interest is tax-deductible if funds are used for business expenses. Becomes either tax-deductible deferred compensation or tax-free retirement income depending on ownership structure. Case study: HVAC business, $250K annual credit line.
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Send when: A profitable business owner uses a line of credit and has consistent retained earnings. Best for owners 10–15 years from retirement or exit.
BUSINESS EQUITY TRANSFER
Convert Business Equity into Tax Free Retirement
Business Equity Transfer uses business fair market value or accounts receivable (minimum $1M) as the basis for a premium-financed Retirement Insurance Contract under IRC Sections 72, 7702, and 101. No ERISA compliance, no employee inclusion, no IRS reporting. Creates double leverage: business equity keeps appreciating while the IUL grows tax-free. At retirement, the business is sold or receivables run off; proceeds repay the loan; policy delivers tax-free income for life. Case study: dental group owner, $2.5M in accounts receivable.
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Send when: A business owner with $1M+ in equity or receivables has no personal retirement strategy separate from the business sale.
BUSINESS BUYER INSURANCE
Get Top Dollar for Your Business with a Buyer Guarantee
Business Buyer Insurance is a permanent life insurance policy on the seller that reimburses the buyer — tax-free — for the full purchase price when the seller eventually passes. The policy sits on the business balance sheet as an asset and is included in the sale agreement. The buyer continues paying premiums post-sale. If no buyer is found, the policy generates tax-free retirement income for the seller instead. Works proportionally for multi-partner businesses.
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Send when: A business owner intends to sell at retirement and wants to maximize sale price while making the deal more attractive — and protect themselves if no buyer materializes.
412E3 PENSION PLAN
The "Late Start" Maximum Deduction Pension Plan
Section 412(e)(3) — the "Late Start" pension — allows small business owners over 50 with 5 or fewer employees to make massive tax-deductible contributions funded entirely by guaranteed annuities or life insurance. Annual deductible contributions can exceed $250K starting at 50, $350K at 55. Guaranteed monthly income of $16,660 ($200K/year) for life starting at 66. Legally discriminatory — as much as 90% of contributions benefit the owner. No investment risk, simple to administer. Case study: dentist, 56, 2 assistants, $300K+ annual contributions.
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Send when: A small business owner over 50 with high income and limited time to catch up on retirement savings. The "you didn't know this existed" conversation.
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 turn these videos into a business owner follow-up system
How to turn these videos into a business owner follow-up system
Business owner cases take longer to close — more stakeholders, more complexity, more decision points. These videos keep the education moving between every conversation.
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Before the meeting
Send the Business Life Insurance overview video before a first meeting with any business owner. Sets the frame — "you insure your property, what about your people?" — before you arrive.
24-48 HOURS BEFORE
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Same day follow-up
Send the specific video matching the concept you discussed — Key Person, Buy/Sell, Succession, or SERP — within two hours of the meeting while it's still fresh.
SAME DAY AS THE MEETING
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Partner education
Business owner cases almost always involve a partner, spouse, or CFO who wasn't in the meeting. A video link they can forward does your explaining for you.
BEFORE THE NEXT MEETING
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Multi-concept sequencing
A single business owner conversation often opens 3–4 different product conversations. Run them in sequence — Key Person, then Buy/Sell, then Succession, then Tax Strategy.
OVER 30-90 DAYS
Want this entire sequence running automatically?
Want this entire sequence running automatically?
Advisor Growth members get done-for-you campaign execution — the right business life insurance video delivered to the right client at the right moment, automatically. No manual tracking, no dropped follow-ups across a complex multi-concept sale.
Frequently asked questions
Frequently asked questions
How do advisors use these videos in business owner conversations?
How do advisors use these videos in business owner conversations?
Advisors use WebPrez business life insurance videos as same-day follow-up tools after a business owner meeting. Each video card includes a specific Send When trigger — a plain-language description of the exact client situation that video is designed for. Advisors match the trigger to the current conversation and send the video link the same day, reinforcing the concept while it is still fresh and keeping the conversation moving without requiring another call.
Can these videos be sent through the advisor's own email system?
Can these videos be sent through the advisor's own email system?
Yes. WebPrez integrates with Gmail, Google Workspace, Outlook, and Microsoft 365 so videos are delivered through the advisor's own email domain, not a third-party sender address. Each video is delivered through a branded landing page displaying the advisor's name, logo, and contact information. Advisor Growth members also receive done-for-you campaign execution, meaning the right business life insurance video is sent to the right client automatically without the advisor managing delivery manually.
What types of business owners are these videos designed for?
What types of business owners are these videos designed for?
The WebPrez business life insurance video library covers conversations across all business sizes and structures — from solo professionals and small firms to multi-partner corporations and closely held companies. Specific videos address business owners over 50 with limited retirement savings, partnerships with unfunded buy/sell agreements, corporations wanting executive retention tools, profitable businesses seeking tax strategy, and owners planning their exit or succession.
What is the difference between the Essentials and Advisor Growth plans for business insurance conversations?
What is the difference between the Essentials and Advisor Growth plans for business insurance conversations?
The Essentials plan gives advisors full access to the business life insurance video library and campaign tools to manage themselves. Advisor Growth is a done-for-you service where WebPrez builds, schedules, and sends multi-video business insurance sequences to the right client segments automatically. For advisors working a book of business with many business owner clients, Advisor Growth eliminates the manual tracking and follow-up that most advisors struggle to maintain consistently.
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 business life insurance category contains 12 videos covering key person protection, buy/sell funding, succession planning, executive bonus plans, deferred compensation, business tax strategy, equity banking, insurance financing, and more.
The business life insurance category contains 12 videos covering key person protection, buy/sell funding, succession planning, executive bonus plans, deferred compensation, business tax strategy, equity banking, insurance financing, and more.
Business life insurance 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 business life insurance conversations. The business life insurance video library includes content on key person insurance, buy/sell agreement funding, business succession planning, executive bonus plans under IRC Section 162, supplemental executive retirement plans (SERPs), deferred compensation strategies, the Safe Money Business Tax Strategy, premium financing for large policies, business equity banking, business equity transfer using premium-financed IUL, business buyer insurance for exit planning, and the 412(e)(3) late-start pension plan for small business owners over 50. Each video is delivered through a branded advisor landing page and integrates with any email marketing campaign or automated follow-up sequence.
How these videos support advisor marketing strategy for business owner clients
Business owner cases are among the most complex in an advisor's practice — multiple concepts, multiple stakeholders, and multiple decision points that unfold over weeks or months. The WebPrez business life insurance video library gives advisors a repeatable financial advisor content marketing system for these conversations: a specific video for each concept, delivered the same day as the meeting, branded to the advisor, and sequenced automatically for Advisor Growth members. Rather than relying on the business owner to remember a complex explanation or share it with their partner accurately, advisors send a two-minute video that does the educating on their behalf — keeping the case moving without adding to the advisor's workload.
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