Employer Connect

Your Branded Video Series

As a financial advisor focused on retirement plans, you know that discussing rules and regs and technical jargon often gets in the way of talking about how plans work and how you approach plan design to meet different personal and business goals. That’s why we created Employer Connect.

This series of 22 custom-branded, FINRA-reviewed* videos quickly introduce retirement plan topics in a way that every business owner will understand and appreciate. And each video encourages a discussion with you, their expert trusted advisor.

Quickly Introduce Retirement Plan Topics.

* FINRA does not endorse content. FINRA has reviewed and provided a letter for each of the scripts and videos in this series. Copies of the letters are available upon request.

What’s Included?

What Does It Cost?

Make It Actionable

What’s Included?

You get the entire 22-video library, including:

  • A custom-branded title intro, background color, and your logo. What’s this?
  • A custom-branded, downloadable Action Doc that accompanies each video. What’s this?
  • Provided embed codes enable your customized videos to be viewed on your website.
  • HTML script for each video allows you to add a text version on your website to enhance SEO.
  • Video hosting and streaming service so you don’t have to sweat the details.
  • Email messages to drop into your own campaign.

What Does It Cost?

An Employer Connect Subscription is a very cost-effective way to deliver outstanding, custom-branded content.

  • $895 one-time custom-branding fee
  • $395 per month subscription fee

Make It Actionable

Glossaries tell you what things mean. Employer Connect Videos tell your clients why each topic matters and what it means – to them. And we’ve made it easy to incorporate them as essential components of your educational and brand outreach.

  • Place the videos on your website as a resource.
  • Promote the videos on LinkedIn and Facebook.
  • Use the videos as content in a (monthly) email campaign where emails link to featured video on your website.

Do you have questions or wish to learn more about Employer Connect?

Contact us at (904) 565-2959 or