FOR INDEPENDENT LIFE AND ANNUITY ADVISORS

Your next appointment is already in your contacts.

WebPrez tells you which clients and prospects to reach out to today, and hands you the words and the video. It goes from your own phone, in your name, in a few minutes. No CRM to learn.

See your own number

Schedule a strategy call

Six questions · about three minutes · no call required

A few minutes

EACH DAY

150+ videos

ALREADY MADE FOR YOU

Month to month

NO CONTRACT

14 days free

TRY IT WITH YOUR CONTACTS

Independent agencies and advisor groups using WebPrez

THE MATH NOBODY RUNS

Most advisors are sitting on the answer.

About how many people are on your list?450

502,000+

Roughly how many of them are clients?25%

113 clients 337 prospects

How many do you personally reach out to in a typical week now?

If you had action items each morning of who to reach out to

450 people who already know you.

Time to reach everyone personally

On your own2 a week 4.3 years

With WebPrez Sales Flows5 actions each morning about 4 months

Starting with your clients113 clients, 5 a day 5 weeks

Most of them never said no. The follow-up just stopped.

Start 14 days free

Illustrative. The math uses only the numbers you choose and the pace shown, counting weekdays. Not a result or a projection.

WHY IT STAYS QUIET

Staying in touch shouldn't be a second job.

Somewhere along the way, staying in touch with your own clients turned into a software project. Pipelines, tags, automations, dashboards. Another system sitting between you and people you already know.

So most advisors do the reasonable thing. They buy the tool, use it for a month, and go back to working from memory. But memory isn't a system, and nothing breaks loudly enough to get fixed.

A newsletter that goes out when there's time

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Follow-up that depends on remembering

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A platform you pay for and rarely open

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Referrals you'd get if you were still top of mind

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Months that start with intent and end with client work

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That isn't a marketing problem. It's a capacity problem.

HOW IT WORKS

Three taps. Then a real conversation.

YOUR SCREEN

Today's actions, already written

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1

Open today's actions.

A handful of clients and prospects from your own database, chosen for you, with the step each one is on.

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2

Tap send.

The message and the video are already written. It opens in your own texting or email app and goes out from you, one person at a time. Not a blast.

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3

Take the call.

You get an alert the moment someone watches. The people warming up rise to the top of your list, so you call them while it's still on their mind.

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THEIR SCREEN

A video from you, on your page

Illustrative screens. Contact names and messages are examples.

DAYS 1-4

Set up + training

Your contacts come in, your video pages go live, and we show you how it all works.

DAY 5

Your first actions

You send your first five messages, each from your own phone, in your name.

DAYS 6-14

Conversations start

You see who watches, call the ones warming up, and bring questions to weekly coaching.

DAY 30

Daily rhythm

A few minutes a day: It’s a habit now. Coaching keeps going every week.

The Smart Money System

Your first meetings feel like second meetings.

By the time someone books, they've watched your videos and seen their own Snapshot. You skip the basics and start with their situation.

Stage oneStay in touch

Sales Flows and campaigns keep short videos and messages going to your clients and prospects, so you stay the person they think of.
Stage twoDiscovery & Snapshot

When something lands, they answer a few questions in about five minutes and see their Smart Money Snapshot: what stands out, and what's worth talking through.
Stage threeThe conversation

They book time already understanding their situation. You build the Blueprint together, in the meeting you're already good at.

Daniel ReyesHarbor Lane Financial

Snapshot · Oct 14

Here's what stands out, Bob.

Age range58–62

Retiring in4 years

SituationWorking, planning exit

Tax treatment in distributionNot addressed

Income need vs. guaranteed sourcesNot reviewed

Long-term care coverageNot reviewed

Based on what you shared, most of your savings sit in accounts that are taxed when withdrawn. That's worth a conversation.

Educational and illustrative only. Based on self-reported information. Not a recommendation or an offer of any product.

Illustrative example · what your prospect sees, in your name

PLANS AND PRICING

One system. Three ways to run it.

Same videos, same Smart Money System. Run it yourself in a few minutes a day, have our team run it for you, or roll it out across your agency.

Enterprise

Give your advisors a system they'll actually use, under your brand, with reporting across the whole group.

STARTING AT

$2,997

per month

Talk to us

Essentials

Each morning, today's actions show who to contact and the words to send. You tap send, from your own phone.

$197

per month

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Advisor Growth

Our team builds, sends and adjusts everything. Your part is about an hour a week, plus the meetings.

$597

per month

Learn more

Sales Flows + Campaigns

DAILY ACTIONS AND EMAIL NURTURING

Smart Money System

DISCOVERY AND SNAPSHOT

Start 14 days free

150+ videos

WITH YOUR OWN VIDEO PAGES

Weekly coaching calls

LIVE, EVERY WEEK

WHAT YOU SPEND INSTEAD

$8,000–$12,000

One dinner seminar, a room of strangers

$600–$2,000 / mo

Purchased leads who don't know you

$2,000–$3,000 / mo

Part-time help who still needs managing

General industry cost ranges, shown for comparison.

IN THEIR WORDS

With over three decades of experience as an advisor, I've had my fair share of marketing partnerships. While there were many promised results, few were delivered. That was until I discovered WebPrez 15+ years ago.

Pete Connolly

THE FEDERAL RETIREMENT GROUP

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The videos are professionally produced, customized with my practice information, and short enough to keep viewers engaged while explaining complex financial concepts in a clear, easy-to-understand way.

Doc Faulkner, CFP

FREEDOM FINANCIAL GROUP

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As a $350M Annuity producer, and owner of an IMO, I always look for things that are linear, straight forward and to the point. That's why we use WebPrez videos.

Steve DeJohn

ADVISOR IGNITE USA

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OUR SIDE OF IT

You've paid for promises before.

So here are ours, in plain terms. Essentials comes with 14 days of free access. Use it with your own contacts before you pay anything.

On Advisor Growth, if the campaigns are running and you aren't getting appointments, we keep working at no additional cost until you are. The conditions are reasonable, and we'll walk through them before you sign.

Month to month · cancel any time

BEFORE YOU DECIDE

The things advisors ask first.

How much time does it take each day?

A few minutes. Today's actions are short on purpose: enough to keep a rhythm, not enough to become the thing you avoid.

Is this another CRM I have to learn?

No. There's no pipeline to build and nothing to configure. You open it and see today's actions: a few people, each with a message already written. You tap send.

It sits alongside whatever CRM you already use.

Won't my clients feel like they're being sold to?

Ben Feldman, who sold more life insurance than anyone of his era, put it simply: “Prospecting is nothing but people and ideas.”

That's what each message is. One person, in your words, with a short video that explains something worth knowing. No product pitch and no blast. It reads like you thought of them, because you did.

Do the messages really come from me?

Yes. Each one opens in your own texting or email app and goes out from your number or address, one person at a time. Weekly email campaigns go out from your own email account, connected through Google or Microsoft, or from your own domain.

The videos play on your own video page, with your name, photo and calendar. Not on YouTube, where the next video in line can be someone else's pitch.

Is this for my existing clients too?

Yes. Most advisor databases are part clients, part prospects. Today's actions include clients you haven't sat down with in a while, which is where reviews and referrals tend to come from.

What about compliance?

The videos explain how things work. They don't tell anyone what to buy, and recommendations stay with you, in the meeting. If your carrier or agency requires review, we work inside that process.

What happens on the coaching calls?

A live call every week. Bring your questions, and we work through what to send, who responded, and how to turn a reply into a meeting.

What happens after the 14 days?

You add a card when you start. If you keep going, it's charged $197 on day 15, then monthly. Cancel any time before day 15 and you pay nothing.

Can I switch plans later?

Yes, as your practice changes. Some advisors start on Essentials and hand it off to Advisor Growth when the week gets tighter. It isn't a week-to-week toggle, so we'll set the timing with you.

Who is this not for?

Advisors who are brand new and haven't built a database yet, anyone looking for purchased leads rather than people they already know, and advisors supervised by a broker-dealer with pre-approval requirements we can't meet.

START WITH WHO YOU KNOW

Your next appointment is already in your contacts.

Fourteen days free, a few minutes a day. Cancel any time before day 15 and you pay nothing.

Start 14 days free

Rather talk it through? Schedule a call

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