Who we are.
Our mission here at WebPrez is to help people make smart decisions with their money. We do this by providing financial advisors and insurance agents with a complete library of videos they can use everyday to quickly, easily, and professionally explain all the various products required to provide their clients with a lifetime of complete financial security.
Our founders and story.

Dan Viñal started in the insurance business back in the mid 70s, as an agent for Occidental Life, which was later acquired or merged into Transamerica.  This was in the San Francisco Bay Area where he was born and raised.

His experience was probably typical of every other agent at that time, and maybe since.  He was taught to sell cash value life insurance, but learned to sell term coverage, health insurance, and disability income to get in the door, and to generate some income while building a client base.

Adopting Technology
As Dan progressed in knowledge and experience, he began targeting a more affluent clientele with progressively more sophisticated sales concepts to address more expensive financial problems - like business succession, executive compensation, and estate tax issues.

Of course this was all before the advent of the internet, and all the tech-enabled apps we have today.  But he did take advantage of the latest technologies to improve his “sales” communication.


For example, when portable video machines came out with automated video presentations on common topics like Capital Needs Analysis, he bought one and used it very successfully for several years.  Then he thought he had “outgrown” CNA, and moved on to what he thought were more sophisticated concepts - especially those targeting more affluent prospects - and stopped using the videos. Big mistake!

Soon after though, when Stephen Andersen (aka the Cold Call Cowboy) introduced the Audio Business Card, Dan bought it.  

"It was relatively expensive (something like 10k as I recall), but it was worth it. It was a cassette tape of an interview with me, contained in a VHS package with my photo image on the front, like some rock star on an album cover.  It was a great way to impress someone with my competitive distinction, while introducing myself through a third party, supposedly objective perspective - although it was all scripted. Incidentally, I still think Stephen Andersen is a very innovative marketer - especially now that he’s using video."


And when Transamerica (among others) came out with software for the Compaq portable computers, he also got one right away.  It was about the same time that Universal life came into vogue, and the computer gave everyone almost endless ways to configure illustrations and design all types of payment / cash accumulation scenarios for split dollar and cost recovery deferred compensation executive benefit plans. 

So you can see that Dan was always willing to adopt the latest technologies (albeit relatively simplistic ones) as they became available.

Business Transition
However, after 20 years, and despite my relative success, Dan lost interest in the business, and sold out of it in 1997.  

"Don’t get me wrong, I hadn’t mastered the art of selling or prospecting, and I was certainly not making as much money as many others who were much more successful than I was.  But I simply wanted to do something else with some of the skills I had acquired."


Dan also had an educational background in behavioral psychology, rhetoric and linguistics, which he had been using practically to communicate more effectively with his clients and prospects. So his proclivity or propensity to adopt technical sales tools, in combination with the sales skills he had learned and the evolving research in consumer psychology and neuro linguistics, all conspired to lead him into gradually developing what became WebPrez videos.

Dan always understood how critically important it is for a sales professional to transfer an idea or concept into the mind of the client or prospect.  Obviously, if he or she does not understand the idea or concept, they cannot make an intelligent decision to buy or not to buy. And he had experienced first hand early in his business career the superior capabilities of video as a medium for presentation and communication.  It was obvious that it held the viewer’s attention, and would consistently present a concept using just the right words every time.

But now it was 1998 and the height of the dotcom boom.  Everything was transitioning to the internet - including video . . . although it was certainly in its most nascent stage due to very limited bandwidth and the relatively high cost of producing video animation.  That’s when he brought in his eldest son, Michael, to join him in the business. Michael is the tech guy behind WebPrez, and Dan would never have been able to build out the business without him. It was a very young Michael who was able to deploy a file compression app that enabled us to stream video over low bandwidth, without first loading the entire file in order to avoid pauses or crashes.  This made internet driven video viable as a marketing medium for the masses.


Birth Of WebPrez
"Originally or initially we struggled with the technology, especially the exorbitant costs.  In fact it took us several years, several iterations, and several different business applications before we created WebPrez.  And once we did, customers still didn’t come as easily as we'd hoped."

"Being the “first mover” was not an advantage for us. People were not yet ready to embrace internet video as a sales or marketing tool.  It wasn’t until 2008 that we decided to create a library of videos on all the same topics that insurance agents and financial advisors would need to help their clients and prospects make smarter decisions with their money and buy the financial security solutions they needed or wanted.  And that’s when we began to make our unique contribution to the advent of video content as the premier sales and marketing medium that it is today." - Dan and Michael

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