150+
150+
Client education videos
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10
10
"Smart Money" categories
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3-5
3-5
Minutes per video
Most advisors explain a concept in a meeting and rely on the client to remember it, follow through, and come back ready to act. The WebPrez video library closes that gap — a specific video for each conversation, sent the same day, branded to the advisor, that keeps the education alive between every touchpoint. This is done-for-you financial advisor content marketing built for insurance and annuity professionals.
10 CATEGORIES · 150+ VIDEOS
Browse the library by category
Browse the library by category
Each category is organized by client conversation context — not product type. Select the practice area that matches the conversation you're having today.
12 VIDEOS
🏠
🏠
Family Life Insurance
Income protection, cash value strategies, mortgage security, living benefits, college funding, and lifetime tax planning — for every family conversation.
15 VIDEOS
📈
📈
Retirement Life Insurance
IUL explained, safe money contracts, tax-free retirement income, the IUL vs. 401(k) comparison, home equity strategy, pension maximization, and more.
17 VIDEOS
🏛️
🏛️
Estate Life Insurance
Living trusts, estate taxes, final expense, life settlements, elder care, special needs, charitable giving, and RMD conversion — the conversations clients have been avoiding.
12 VIDEOS
🏢
🏢
Business Life Insurance
Key person protection, buy/sell funding, succession planning, executive retention, business tax strategy, equity banking, and premium financing for business owners of any size.
26 VIDEOS
💵
💵
Fixed & Indexed Annuities
Fixed annuities, indexed annuities, income riders, guaranteed lifetime income, and annuity comparison — for every retirement income conversation.
22 VIDEOS
💊
💊
Healthcare Insurance
Medicare explained, Medicare supplements, Medicare Advantage, long-term care planning, and healthcare cost strategy — for the conversations that happen at every life stage.
22 VIDEOS
🧑
🧑
Employee Benefits
Group benefits, voluntary benefits, supplemental coverage, and employer-sponsored plans — for advisors working with employers and their employees.
6 VIDEOS
🔒
Financial Security
IUL explained, safe money contracts, tax-free retirement income, the IUL vs. 401(k) comparison, home equity strategy, pension maximization, and more.
HOW IT WORKS
The send-a-video workflow that replaces most follow-up calls
The send-a-video workflow that replaces most follow-up calls
Every video in the library includes a "Send when" trigger — a specific client situation that video is designed for. The workflow is four steps, and it runs the same way every time.
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Before the meeting
Send a relevant video to warm the prospect before your first conversation. A parent with young kids gets Family Income Protection. A homeowner gets the Mortgage video. Sets the frame before you arrive.
24-48 HOURS BEFORE
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Same day follow-up
Send the video that matches the concept you just discussed — while it's still fresh. IUL conversation gets the "All In One" video. Cash value conversation gets "One Plan for a Lifetime." Within two hours, not two days.
SAME DAY AS THE MEETING
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Follow-up sequence
If the client goes quiet, send the next relevant video in the sequence. Each one deepens understanding and keeps your name in front of them — without a phone call that feels like a sales push.
3-7 DAYS LATER
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Post-close retention
Use videos after the sale to reduce buyer's remorse, reinforce the decision, and open referral conversations. A client who fully understands what they bought is your most effective referral source.
WITHIN 48 HOURS OF CLOSE
Run it yourself — or let us run it for you.
Run it yourself — or let us run it for you.
You can manage campaigns on your own — or hand them off to our team for a more polished setup, faster execution, and stronger results.
Essentials
Essentials
Run the system yourself.
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$197
$197
/month
For advisors who want access to the platform and prefer managing their own videos and campaigns.
What’s included:
- Full access to the WebPrez video library
- Ready-to-use email campaigns
- Light CRM for contacts and campaign delivery
- Automated video email follow-up
- Real-time alerts (see who’s watching)
- Help Desk support
14-day free access.
Cancel anytime.
Cancel anytime.
Advisor Growth
Advisor Growth
Complete Done-For-You System
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$597
$597
/month
Our team creates, deploys and manages the system so you can focus on conversations and clients.
Includes:
Everything in Essentials, plus:
• Custom email campaigns built for your businessEverything in Essentials, plus:
• Messaging written and structured by our team
• Campaigns fully set up and managed for you
• Ongoing optimization and adjustments
• Priority support and guidance
Enterprise
Enterprise
Deploy WebPrez across your team or organization.
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Talk to sales.
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For IMOs, agencies, and teams that want to provide WebPrez to multiple advisors.
Includes:
- Multi-advisor deployments
- Centralized management
- White-glove onboarding
- Enterprise-level support
Run it yourself — or let us run it for you.
Run it yourself — or let us run it for you.
You can manage campaigns on your own — or hand them off to our team for a more polished setup, faster execution, and stronger results.
Essentials
Essentials
Run the system yourself.
arrow_drop_down_circle
Divider Text
$197
$197
/month
For advisors who want access to the platform and prefer managing their own videos and campaigns.
What’s included:
- Full access to the WebPrez video library
- Ready-to-use email campaigns
- Light CRM for contacts and campaign delivery
- Automated video email follow-up
- Real-time alerts (see who’s watching)
- Help Desk support
14-day free access.
Cancel anytime.
Cancel anytime.
Advisor Growth
Advisor Growth
Complete Done-For-You System
arrow_drop_down_circle
Divider Text
$597
$597
/month
Our team creates, deploys and manages the system so you can focus on conversations and clients.
Includes:
Everything in Essentials, plus:
• Custom email campaigns built for your businessEverything in Essentials, plus:
• Messaging written and structured by our team
• Campaigns fully set up and managed for you
• Ongoing optimization and adjustments
• Priority support and guidance
Enterprise
Enterprise
Deploy WebPrez across your team or organization.
arrow_drop_down_circle
Divider Text
Talk to sales.
keyboard_arrow_down
For IMOs, agencies, and teams that want to provide WebPrez to multiple advisors.
Includes:
- Multi-advisor deployments
- Centralized management
- White-glove onboarding
- Enterprise-level support
Frequently asked questions
Frequently asked questions
What is the WebPrez insurance video library?
What is the WebPrez insurance video library?
The WebPrez insurance video library is a collection of 150+ short, client-ready educational videos organized by conversation type across ten practice areas: 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. Each video is designed to be sent by an insurance agent or financial advisor to a specific client or prospect at a specific moment in the sales or education process. Videos are delivered through branded advisor landing pages and integrate with any email marketing campaign or follow-up sequence.
How is the WebPrez video library different from generic insurance marketing content?
How is the WebPrez video library different from generic insurance marketing content?
Most insurance marketing content is built for the advisor to consume or the company to promote. WebPrez videos are built for the advisor to send to a specific client at a specific moment. Each video comes with a Send When trigger — a plain-language description of the exact client situation that video is designed for — so advisors always know which video to use and when. The library is organized by category AND client conversation context, which reflects how advisors actually think about their practice.
Do advisors need to be on camera or create any content themselves?
Do advisors need to be on camera or create any content themselves?
No. Every video in the WebPrez library is fully produced and ready to send. Advisors never need to write a script, record a video, or edit any content. The library functions as done-for-you financial advisor content marketing — advisors select the right video for the current client conversation and send the branded link. The video does the educating. The advisor does the advising.
What is the Smart Money System?
What is the Smart Money System?
The Smart Money System is the WebPrez proprietary framework for advisor-to-client financial education. It follows three stages: Discovery, where an AI-powered questionnaire identifies a prospect's most relevant financial concerns; Snapshot, where a personalized financial picture is presented to the client; and Blueprint, where the recommended strategy is outlined and supported by the meeting between advisor and client/prospect. The Smart Money System turns ad-hoc client conversations into a repeatable, structured process.
What is the difference between the Essentials and Advisor Growth plans?
What is the difference between the Essentials and Advisor Growth plans?
Essentials gives advisors full access to the video library, campaign tools, and the Smart Money System to manage themselves at $197 per month. Advisor Growth is a done-for-you service at $597 per month where WebPrez builds, schedules, and sends campaigns on the advisor's behalf — including video sequences delivered to the right client segments at the right time, automatically. Advisor Growth is designed for advisors who want the results of a consistent content marketing system without managing the execution themselves.
Insurance and financial advisor video library for client education
WebPrez is a client education and sales enablement platform built specifically for insurance agents, annuity professionals, and financial advisors. The WebPrez insurance video library contains 150+ short, client-ready videos organized across ten practice areas: 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. Each video is produced, hosted, and delivered by WebPrez through branded advisor landing pages — giving advisors a complete financial advisor content marketing system without requiring them to create a single piece of content themselves. The library is designed to complement the advisor's existing sales process, not replace it: advisors send videos after meetings, before meetings, and as part of automated follow-up sequences that keep clients educated and engaged between every touchpoint.
Done-for-you advisor marketing tools for insurance professionals
WebPrez is one of the only platforms built specifically to address the gap between an advisor's client meeting and the follow-up communication that determines whether a case closes. Rather than relying on the advisor to recreate the same explanation for every prospect, WebPrez provides done-for-you advisor marketing tools — a video for every conversation, organized by client situation, delivered the same day as the meeting through the advisor's own email. The platform's Smart Money System (Discovery, Snapshot, Blueprint) provides the structural framework that makes video use repeatable and consistent across every client relationship. For insurance agents and financial advisors looking for a comprehensive insurance agent marketing solution that generates results without demanding more of their time, WebPrez provides the content, the system, and — through Advisor Growth — the execution.
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