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.
INDEX UL
"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.
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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.
CASH VALUE LIFE INSURANCE
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.
LIFE INSURANCE CALCULATION
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.
WHOLE LIFE DIVIDENDS
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
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
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
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
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
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
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
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.
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 build a follow-up system with these videos
How to build a follow-up system with these videos
These videos are advisor marketing tools — not content for your website. They work inside a repeatable workflow that keeps clients educated and moving forward after every conversation.
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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
Want this entire workflow running automatically?
Want this entire workflow running automatically?
Advisor Growth members get done-for-you campaign execution — the right family life insurance video delivered to the right client at the right moment, automatically. No manual sending, no tracking spreadsheets, no dropped follow-ups.
Frequently asked questions
Frequently asked questions
How do insurance agents use video content for client education?
How do insurance agents use video content for client education?
Insurance agents use client education videos as follow-up tools sent after meetings, as warm-up content before initial conversations, and as automated sequences that keep prospects engaged between touchpoints. The most effective approach is sending the relevant video the same day as a client conversation — while the concept is still top of mind. WebPrez organizes its family life insurance videos by conversation type so agents always know exactly which video to send and when.
Can advisors use these videos in their own email marketing campaigns?
Can advisors use these videos in their own email marketing campaigns?
Yes. WebPrez delivers each video through a branded landing page reflecting the advisor's identity — name, logo, and contact information. Advisors share video links via email, text, or any communication channel they already use. Advisor Growth members also get access to pre-built multi-video campaign sequences that automate delivery to the right client segments, eliminating the need to manually track follow-up across a book of business.
Can these videos be sent through the advisor's own email?
Can these videos be sent through the advisor's own email?
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. This improves deliverability and keeps the communication feeling personal rather than automated. Each video is delivered through a branded landing page that displays the advisor's name, logo, and contact information.
You can also copy & paste the video links into any other email service.
You can also copy & paste the video links into any other email service.
Do clients need to create an account or download anything to watch the videos?
Do clients need to create an account or download anything to watch the videos?
No. Clients watch the videos directly through a branded landing page — no login, no app download, no friction. The advisor shares a link via email or text. The client clicks and watches. WebPrez tracks whether the video was opened and viewed, so advisors can follow up with context.
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 and campaign tools to manage themselves. Advisor Growth is a done-for-you service: WebPrez builds, schedules, and sends the campaigns on the advisor's behalf — including family life insurance video sequences delivered to the right client segments at the right time, automatically. Advisor Growth is designed for advisors who want the results without managing the execution.
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 family life insurance category alone contains 12 videos covering income protection, cash value strategies, indexed universal life, whole life dividends, mortgage protection, living benefits, college funding, life insurance for children, infinite banking, and lifetime tax planning.
The family life insurance category alone contains 12 videos covering income protection, cash value strategies, indexed universal life, whole life dividends, mortgage protection, living benefits, college funding, life insurance for children, infinite banking, and lifetime tax planning.
Video content marketing tools 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 family life insurance conversations. The family life insurance video library includes content on income protection, coverage calculation, cash value life insurance, indexed universal life insurance, whole life insurance dividends, term-to-universal life conversion, living benefits and accelerated death benefits, mortgage protection insurance, college funding alternatives to 529 plans, life insurance for children, the infinite banking concept, and lifetime tax planning using life insurance and annuities. Each video is delivered through a branded advisor landing page and can be embedded in any email marketing campaign or automated follow-up sequence.
How these videos support advisor marketing strategy
Consistent follow-up is the most common gap in insurance agent marketing. Most advisors explain a concept in a meeting and then rely on the client to remember it, ask questions, and move forward — without any supporting content to bridge the gap. The WebPrez family life insurance video library gives advisors a repeatable content marketing system: a specific video for each conversation type, sent at the right moment, branded to the advisor, and tracked across the client relationship. Advisor Growth members receive fully automated campaign execution, eliminating the need to manually manage video delivery across a growing book of business.
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