Kurt's Story
Kurt has been a financial planner for almost 12 years.
In addition to investment products, Kurt also provides his clients with life and health insurance, along with property and casualty insurance through a cooperative agency.  Kurt discovered WebPrez videos about two years ago, through one of his clients, who received the “Taxes, Risks & Fees” video from a local insurance agent.  The video caused Kurt’s client to ask him several insightful questions, which of course Kurt was able to answer.  But the ensuing discussion also led to the purchase of a max funded cash value life insurance plan to add a source of tax free income to his client’s retirement plan.
In addition to investment products, Kurt also provides his clients with life and health insurance, along with property and casualty insurance through a cooperative agency.  Kurt discovered WebPrez videos about two years ago, through one of his clients, who received the “Taxes, Risks & Fees” video from a local insurance agent.  The video caused Kurt’s client to ask him several insightful questions, which of course Kurt was able to answer.  But the ensuing discussion also led to the purchase of a max funded cash value life insurance plan to add a source of tax free income to his client’s retirement plan.

This gave Kurt a first hand experience with the power of a compelling and professional video to get someone’s attention and also get them to ask questions that lead to a confident decision.  So he went to the WebPrez website, and sampled several of the other videos.  He was immediately impressed with both the professional quality of the videos, and the number of topics he could use in his practice.  He thought the videos were exemplary of his own professional image.  So he decided to give them a try.

Within three days, he had his website developer add the videos to his website and his email drip marketing system.  He also added them to his weekly social media blog posts.  Then he began emailing one or two videos out to clients or prospects prior to meeting with them.   He discovered that the videos did a great job setting the stage for productive dialog and made buying decisions easier for his clients.  He also learned from both prospects and clients that they would typically watch a video two or three times - especially if they were not able to fully grasp the idea right away.

This made him realize that maybe people were not understanding his verbal explanations as well as he thought they were.  And not only is Kurt strengthening his client relationships by using WebPrez videos to offer them more of the financial security provisions they want and need, but he is also able to use the videos to get more referral introductions by simply offering to send a video to his client’s friends and relatives.

After 4 years using WebPrez videos, Kurt sites the following topics as the ones he uses most:
Safe Money Contracts
Tax Free Retirement plans
Cash Value Banking
College Funding
Disability Income
Critical Illness
Living Benefit
Estate Planning
Living Trusts
Special Needs
Asset Based LTC
Planned Giving
RMD Conversion
Life Settlements
Pension Maximization
Indexed Annuities
Professional DI and BOE
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