Video Basics

These short and simple videos are designed for the independent fixed-business advisor as they seek to improve their knowledge and service to clients, wether they’re just starting or are perfecting their established practice.

 

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Life Insurance

Annuities

Disability

Underwriting

Linked Benefits

Long Term Care

Group Products (coming soon)

Life Insurance

Life Insurance: Leverage for Legacy
In this video, Eric discusses a scenario where money that will be inherited can be leveraged for maximum benefit for the beneficiaries.

Life Insurance: Policy Reviews
In this video, Eric discusses the importance of policy reviews, and how they can be int he best interest for both advisors and clients.