keyboard_arrow_down
You know how the second conversation with a prospect is always easier — smoother, clearer, less explaining? . . . That’s what every conversation feels like when prospects come in after watching these videos.
Replace long explanations with clear, client-driven education.
Replace long explanations with clear, client-driven education.
WebPrez flips the experience by giving prospects clarity before the conversation ever starts.
⛔ Problem
⛔ Problem
When prospects are confused, conversations get longer — and decisions slow down.
Complex insurance and annuity strategies can be hard for clients to fully understand in one meeting. When clarity is missing, advisors end up repeating the same explanations, conversations drag on, and prospects hesitate instead of deciding.
- Prospects don’t fully understand their options after the first meeting
- You repeat the same explanations in multiple conversations
- Decisions stall because clarity comes too late
✅ Solution
✅ Solution
A client-driven way to replace long explanations with clarity.
WebPrez helps prospects learn in the right order, at their own pace — so they arrive at meetings informed and ready. Instead of teaching basics, you spend your time guiding confident decisions.
- Prospects arrive already understanding their options
- Conversations move forward without repeating explanations
- Decisions happen sooner, with more confidence
How the WebPrez system works.
How the WebPrez system works.
Choose your videos, select a campaign, and let WebPrez handle the follow-up. 🚀
S T E P 1
Choose your videos
Choose your videos
Browse our library of professionally produced insurance and annuity videos and select the ones that fit your client conversations.
• 150+ educational videos (and growing)
• Organized by topic and category
• No recording or editing required
• 150+ educational videos (and growing)
• Organized by topic and category
• No recording or editing required
S T E P 2
Select a campaign
Select a campaign
Pick from ready-to-use email campaigns designed to deliver your videos in the right order and at the right pace.
• Pre-written, proven campaigns
• Designed for ongoing client education
• Customize if you want — or use as-is
• Designed for ongoing client education
• Customize if you want — or use as-is
S T E P 3
Add your contacts
Add your contacts
Upload your contact list and assign them to a campaign. WebPrez automatically delivers the videos for you.
Once it’s set up, your clients receive consistent, helpful education from you — without you chasing, reminding, or following up manually.
Once it’s set up, your clients receive consistent, helpful education from you — without you chasing, reminding, or following up manually.
keyboard_arrow_down
Trusted ⚡by independent insurance and annuity pros nationwide
Trusted ⚡by independent insurance and annuity pros nationwide
15+ years helping advisors simplify complex conversations
arrow_drop_down_circle
Divider Text
Who This Is For
Who This Is For
Built for insurance and annuity professionals who want clearer conversations — not longer ones.
arrow_drop_down_circle
Divider Text
This system is a strong fit if you:
- Sell insurance or annuity strategies that require explanation
- Want prospects to understand their options before the meeting
- Prefer guiding decisions over repeating the same explanations
- Value clarity, professionalism, and consistency in your process
arrow_drop_down_circle
Divider Text
Who This Is NOT For
Who This Is NOT For
Not every advisor wants this kind of clarity — and that’s okay.
arrow_drop_down_circle
Divider Text
This likely isn’t a fit if you:
- Just want leads without changing how conversations happen
- Are looking for a generic marketing or automation tool
- Prefer improvising each conversation rather than using a system
How to get started
How to get started
You don’t need to create videos or build campaigns from scratch. Just plug in and start using what’s already built.
1. Create your account.
1. Create your account.
Sign up and get instant access to the full video library and pre-built email campaigns.
playlist_play
2. Choose campaign(s).
2. Choose campaign(s).
Select the videos and email campaigns that fit your client conversations.
network_check
3. Let it run.
3. Let it run.
Your contacts receive consistent, helpful education from you—without manual follow-up or chasing.
arrow_drop_down_circle
Divider Text
Run it yourself — or let us run it for you.
Run it yourself — or let us run it for you.
You can manage campaigns on your own — or hand them off to our team for a more polished setup, faster execution, and stronger results.
Essentials
Essentials
Run the system yourself.
arrow_drop_down_circle
Divider Text
$197
$197
/month
For advisors who want access to the platform and prefer managing their own videos and campaigns.
What’s included:
- Full access to the WebPrez video library
- Ready-to-use email campaigns
- Light CRM for contacts and campaign delivery
- Automated video email follow-up
- Real-time alerts (see who’s watching)
- Help Desk support
14-day free access.
Cancel anytime.
Cancel anytime.
Advisor Growth
Advisor Growth
Complete Done-For-You System
arrow_drop_down_circle
Divider Text
$597
$597
/month
Our team creates, deploys and manages the system so you can focus on conversations and clients.
Includes:
Everything in Essentials, plus:
• Custom email campaigns built for your businessEverything in Essentials, plus:
• Messaging written and structured by our team
• Campaigns fully set up and managed for you
• Ongoing optimization and adjustments
• Priority support and guidance
Enterprise
Enterprise
Deploy WebPrez across your team or organization.
arrow_drop_down_circle
Divider Text
Talk to sales.
keyboard_arrow_down
For IMOs, agencies, and teams that want to provide WebPrez to multiple advisors.
Includes:
- Multi-advisor deployments
- Centralized management
- White-glove onboarding
- Enterprise-level support
Run it yourself — or let us run it for you.
Run it yourself — or let us run it for you.
You can manage campaigns on your own — or hand them off to our team for a more polished setup, faster execution, and stronger results.
Essentials
Essentials
Run the system yourself.
arrow_drop_down_circle
Divider Text
$197
$197
/month
For advisors who want access to the platform and prefer managing their own videos and campaigns.
What’s included:
- Full access to the WebPrez video library
- Ready-to-use email campaigns
- Light CRM for contacts and campaign delivery
- Automated video email follow-up
- Real-time alerts (see who’s watching)
- Help Desk support
14-day free access.
Cancel anytime.
Cancel anytime.
Advisor Growth
Advisor Growth
Complete Done-For-You System
arrow_drop_down_circle
Divider Text
$597
$597
/month
Our team creates, deploys and manages the system so you can focus on conversations and clients.
Includes:
Everything in Essentials, plus:
• Custom email campaigns built for your businessEverything in Essentials, plus:
• Messaging written and structured by our team
• Campaigns fully set up and managed for you
• Ongoing optimization and adjustments
• Priority support and guidance
Enterprise
Enterprise
Deploy WebPrez across your team or organization.
arrow_drop_down_circle
Divider Text
Talk to sales.
keyboard_arrow_down
For IMOs, agencies, and teams that want to provide WebPrez to multiple advisors.
Includes:
- Multi-advisor deployments
- Centralized management
- White-glove onboarding
- Enterprise-level support
Why Many Advisors Choose Advisor Growth
Why Many Advisors Choose Advisor Growth
The Advisor Growth plan allows you to focus on conversations and clients while our team helps ensure the system is deployed effectively. For many advisors, this becomes the simplest way to stay consistently visible with prospects while continuing to grow their practice.
Essentials
arrow_drop_down_circle
Divider Text
Advisor Growth
arrow_drop_down_circle
Divider Text
Enterprise
arrow_drop_down_circle
Divider Text
WebPrez 150+ Video Library
check
check
check
Video Email Delivery
check
check
check
Automated Campaigns
check
check
check
Engagement Tracking
check
check
check
Campaign Setup Assistance
cancel
check
check
Ongoing Campaign Management
cancel
check
check
Multi-Advisor Deployment
cancel
cancel
check
FAQs About Client Education Systems for Financial Advisors
FAQs About Client Education Systems for Financial Advisors
Do I need to create my own videos or campaigns?
Do I need to create my own videos or campaigns?
No. WebPrez includes a full library of professionally produced videos and ready-to-use campaigns.
With Essentials, you choose what to use. With Advisor Growth, we customize and manage everything for you.
With Essentials, you choose what to use. With Advisor Growth, we customize and manage everything for you.
What’s the difference between Essentials and Advisor Growth?
What’s the difference between Essentials and Advisor Growth?
Essentials gives you full access to the system so you can run campaigns on your own.
Advisor Growth includes custom messaging, campaign setup, and ongoing management by our team for stronger execution and better results.
Advisor Growth includes custom messaging, campaign setup, and ongoing management by our team for stronger execution and better results.
How much time does this take to set up?
How much time does this take to set up?
Most advisors can get Essentials running in a few hours.
With Advisor Growth, setup is handled by our team after a short intake—so your time commitment is minimal.
With Advisor Growth, setup is handled by our team after a short intake—so your time commitment is minimal.
Is this hard to use if I’m not “tech-savvy”?
Is this hard to use if I’m not “tech-savvy”?
No. WebPrez is designed to be simple. And if you ever need help, our Help Desk is there to support you.
If you prefer not to touch setup at all, the Advisor Growth Done-For-You option exists for exactly that reason.
If you prefer not to touch setup at all, the Advisor Growth Done-For-You option exists for exactly that reason.
Is there a contract or long-term commitment?
Is there a contract or long-term commitment?
No long-term contracts. All plans are month-to-month, cancel anytime, and include Our Guarantee.
Essentials includes 14-day free access.
Essentials includes 14-day free access.
Which option should I start with?
Which option should I start with?
If you like being hands-on, start with Essentials.
If you want the fastest, most polished setup with the least effort, Advisor Growth Done-For-You is the better choice.
If you want the fastest, most polished setup with the least effort, Advisor Growth Done-For-You is the better choice.
What is a client education system for financial advisors?
What is a client education system for financial advisors?
A client education system is a structured process that educates prospects about financial products and strategies before the sales conversation. Instead of explaining concepts during meetings, advisors use pre-meeting videos, automated intake forms, and visual tools to help clients understand their options in advance. The Smart Money System is WebPrez's proprietary client education framework, designed specifically for insurance agents, annuity professionals, and financial advisors who sell complex products. It consists of three components: Smart Money Discovery (intake), Smart Money Snapshot (clarity layer), and Smart Money Blueprint (recommendation framework). Advisors using systematic client education close 30-40% more clients in half the time because prospects enter meetings already informed and ready to make decisions.
How do you educate clients about annuities without sounding salesy?
How do you educate clients about annuities without sounding salesy?
The key is separating education from selling. A better approach: first, educate before the meeting using video-based explanations of how annuities work (not why they should buy one). Second, show their current situation using a Smart Money Snapshot to visualize gaps in their current plan. Third, present the annuity as part of their plan, not your recommendation. This removes the salesy perception because clients feel informed rather than pitched to. WebPrez's Smart Money System automates this entire process so advisors don't have to manually create educational content for every prospect.
What's the difference between a CRM and a client education platform?
What's the difference between a CRM and a client education platform?
A CRM (Customer Relationship Management system) manages client data — contact information, notes, tasks, and pipelines. Examples include Salesforce, Wealthbox, and Redtail. A client education platform manages how prospects learn about your services before they become clients — delivering pre-meeting education, clarifying complex concepts, and moving prospects through a structured learning process. WebPrez is a client education platform, not a CRM. Most advisors use WebPrez alongside their existing CRM because the two systems serve different functions: CRM tracks client interactions after they're in your pipeline, WebPrez educates prospects before they enter it.
How long does it take to implement a client education system?
How long does it take to implement a client education system?
Most financial advisors can implement the Smart Money System within 5-7 days. Implementation includes three steps: an onboarding call (60-75 minutes) to walk through your current sales process; customization (3-5 days) where we configure your voice and messaging, load your branding, and set up automated email campaigns; and a review and launch day where you approve the setup and go live.
Essentials (DIY) can be set up in a few hours. Advisor Growth (done-with-you) is handled by our team with minimal time commitment from you.
Essentials (DIY) can be set up in a few hours. Advisor Growth (done-with-you) is handled by our team with minimal time commitment from you.
Is client education software worth it for solo financial advisors?
Is client education software worth it for solo financial advisors?
Yes, especially for solo advisors who need to leverage their time. At $597/month for the Advisor Growth Plan, if the system helps you close 2-3 additional clients per year at an average $5,000 revenue per client, it pays for itself 10x over.
Advisors typically save 7-10 hours per week by eliminating repeated explanations in every meeting. This system works best for advisors producing $250K+ annually who sell complex products like annuities or life insurance. Advisors who are brand new or producing under $200K should focus on fundamentals first.
Advisors typically save 7-10 hours per week by eliminating repeated explanations in every meeting. This system works best for advisors producing $250K+ annually who sell complex products like annuities or life insurance. Advisors who are brand new or producing under $200K should focus on fundamentals first.
Connect With Us
