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FOR INDEPENDENT LIFE AND ANNUITY ADVISORS

Your next appointment is already in your contacts.

Look like a firm with a marketing team. Short, professional videos go out from your phone in your name, your email campaigns keep everyone warm, and you hear the moment someone's interested.

See your numbers

Schedule a strategy call

14 days free · month to month · cancel anytime

A few minutes

EACH DAY

150+ videos

ALREADY MADE FOR YOU

Month to month

NO CONTRACT

14 days free

TRY IT WITH YOUR CONTACTS

Independent agencies and advisor groups using WebPrez

THE MATH NOBODY RUNS

Most advisors are sitting on the answer.

About how many people are in your contacts?450

502,000+

Roughly how many of them are clients?25%

113 clients 337 prospects

How many do you personally reach out to in a typical week now?

If you sent a few personal videos each day

450 people who already know you.

Time until everyone hears from you

On your own2 a week 4.3 years

With your email campaignsEveryone on your list, each week 1 week

Personally, from your phone5 videos a day about 4 months

Starting with your clients113 clients, 5 a day 5 weeks

Most of them never said no. The follow-up just stopped.

Start 14 days free

Illustrative. The math uses only the numbers you choose and the pace shown, counting weekdays. Not a result or a projection.

WHY IT STAYS QUIET

Staying in touch shouldn't be a second job.

Somewhere along the way, staying in touch with your own clients turned into a software project. Pipelines, tags, automations, dashboards. Another system sitting between you and people you already know.

So most advisors do the reasonable thing. They buy the tool, use it for a month, and go back to working from memory. But memory isn't a system, and nothing breaks loudly enough to get fixed.

A newsletter that goes out when there's time

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Follow-up that depends on remembering

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A platform you pay for and rarely open

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Referrals you'd get if you were still top of mind

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Months that start with intent and end with client work

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That isn't a marketing problem. It's a capacity problem.

HOW IT WORKS

Three taps. The first call is warm.

YOUR SCREEN

Your Video Gallery, on your phone

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1

Pick a video.

Your Video Gallery saves to your phone's home screen, with 150+ short videos on retirement, estate planning, family protection and more.

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2

Tap share, then send.

Pick text, WhatsApp or email. It opens in your own app with the video link ready, and goes out from you, one person at a time. Not a blast.

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3

Get the alert, make the call.

You get an email and a text the moment someone watches, or starts or finishes their Smart Money Discovery. You call while it's still on their mind.

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THEIR SCREEN

A video from you, on your page

Illustrative screens. Contact names and messages are examples.

DAYS 1-4

Set up + training

Your video pages go live, your email connects through Google or Microsoft, and we show you how to save your gallery to your phone.

DAY 5

Your first actions

You send your first five videos, each from your own phone, in your name.

DAYS 6-14

Campaigns start

You see who watches, call the ones warming up, and bring questions to weekly coaching.

DAY 30

Daily rhythm

A few minutes a day: send a few videos, take the calls. Your campaigns keep running.

The Smart Money System

Your first meetings feel like second meetings.

By the time someone books, they've watched your videos and seen their own Snapshot. You skip the basics and start with their situation.

Stage oneStay in touch

Personal videos and email campaigns keep you in front of your clients and prospects, so you stay the person they think of.
Stage twoDiscovery & Snapshot

When something lands, they answer a few questions in about five minutes and see their Smart Money Snapshot: what stands out, and what's worth talking through.
Stage threeThe conversation

They book time already understanding their situation. You build the Blueprint together, in the meeting you're already good at.

Daniel ReyesHarbor Lane Financial

Snapshot · Oct 14

Here's what stands out.

Age range58–62

Retiring in4 years

SituationWorking, planning exit

Tax treatment in distributionNot addressed

Income need vs. guaranteed sourcesNot reviewed

Long-term care coverageNot reviewed

Based on what you shared, most of your savings sit in accounts that are taxed when withdrawn. That's worth a conversation.

Educational and illustrative only. Based on self-reported information. Not a recommendation or an offer of any product.

Illustrative example · what your prospect sees, in your name

PLANS AND PRICING

One system. Three ways to run it.

Same videos, same Smart Money System. Run it yourself in a few minutes a day, have our team run it for you, or roll it out across your agency.

Enterprise

Give your advisors a system they'll actually use, under your brand, with admin across the whole group.

STARTING AT

$2,997

per month

Talk to us

Essentials

Send a video from your phone in three taps, by text or email, in your name. Your email campaigns keep everyone else hearing from you.

$197

per month

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Advisor Growth

Our team builds, sends and adjusts everything. Your part is about an hour a week, plus the meetings.

$597

per month

Learn more

Video Gallery + Campaigns

SEND FROM YOUR PHONE, PLUS A WEEKLY EMAIL

Smart Money System

A FIVE-MINUTE DISCOVERY AND SNAPSHOT

Start 14 days free

150+ videos

ON PAGES WITH YOUR NAME AND PHOTO

Connects to your CRM

GOHIGHLEVEL, MAKE, ZAPIER, ETC

WHAT YOU SPEND INSTEAD

$8,000–$12,000

One dinner seminar, a room of strangers

$600–$2,000 / mo

Purchased leads who don't know you

$2,000–$3,000 / mo

Part-time help who still needs managing

General industry cost ranges, shown for comparison.

IN THEIR WORDS

With over three decades of experience as an advisor, I've had my fair share of marketing partnerships. While there were many promised results, few were delivered. That was until I discovered WebPrez 15+ years ago.

Pete Connolly

THE FEDERAL RETIREMENT GROUP

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The videos are professionally produced, customized with my practice information, and short enough to keep viewers engaged while explaining complex financial concepts in a clear, easy-to-understand way.

Doc Faulkner, CFP

FREEDOM FINANCIAL GROUP

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As a $350M Annuity producer, and owner of an IMO, I always look for things that are linear, straight forward and to the point. That's why we use WebPrez videos.

Steve DeJohn

ADVISOR IGNITE USA

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OUR SIDE OF IT

You've paid for promises before.

So here are ours, in plain terms. Essentials comes with 14 days of free access. Use it with your own contacts before you pay anything.

On Advisor Growth, if the campaigns are running and you aren't getting appointments, we keep working at no additional cost until you are. The conditions are reasonable, and we'll walk through them before you sign.

Month to month · cancel any time

BEFORE YOU DECIDE

The things advisors ask first.

How much time does it take each day?

A few minutes. Sending a video from your phone takes three taps, and your email campaigns run without you.

How will I know who's interested?

You get an email and a text the moment someone watches one of your videos, or starts or finishes their Smart Money Discovery. So you know who to call, and when.

Is this another CRM I have to learn?

No. There's no pipeline to build. Your videos live in a gallery on your phone, and your email campaigns run on their own.

It works alongside whatever CRM you already use. It connects directly to GoHighLevel, and to most others through Zapier, Make or webhooks.

Won't my clients feel like they're being sold to?

Ben Feldman, who sold more life insurance than anyone of his era, put it simply: “Prospecting is nothing but people and ideas.”

That's what each message is. One person, in your words, with a short video that explains something worth knowing. No product pitch and no blast. It reads like you thought of them, because you did.

Do the messages really come from me?

Yes. Each video you send opens in your own texting or email app and goes out from your number or address, one person at a time. Weekly email campaigns go out from your own email account, connected through Google or Microsoft, or from your own domain.

The videos play on your own video page, with your name, photo and calendar. Not on YouTube, where the next video in line can be someone else's pitch.

Is this for my existing clients too?

Yes. Most advisor databases are part clients, part prospects. Clients you haven't sat down with in a while are often the best people to send a video to, and they're where reviews and referrals tend to come from.

What about compliance?

The videos explain how things work. They don't tell anyone what to buy, and recommendations stay with you, in the meeting.

How do I send from my phone?

Your Video Gallery saves to your phone's home screen like an app. Pick a video, tap share, then choose text or email. It opens in your own messaging app, ready to send. We walk you through setting it up.

What happens after the 14 days?

You add a card when you start. If you keep going, it's charged $197 on day 15, then monthly. Cancel any time before day 15 and you pay nothing.

Can I switch plans later?

Yes, as your practice changes. Some advisors start on Essentials and hand it off to Advisor Growth when the week gets tighter. It isn't a week-to-week toggle, so we'll set the timing with you.

Who is this not for?

Advisors who are brand new and haven't built a database yet, anyone looking for purchased leads rather than people they already know, and advisors supervised by a broker-dealer with pre-approval requirements we can't meet.