Promote Safe Harbor Plans With Video

We know that now is the time you’re having discussions with advisors and employers about Safe Harbor plans in order to get them implemented by October 1. That’s why we developed Advisor and Employer versions of our video…

“When to Set Sail with Safe Harbor”

Both videos provide a quick overview on the benefits of Safe Harbor plans and, importantly, invite the viewer to get in touch with YOU to learn more and take next steps! We even customize the videos with your logo and branding colors.

Advisor Connect Version

Employer Connect Version


Subscribe to these customized videos for your website for only $179 for one video or $249 for both videos (normally $500 each). 

What’s Included?

  • A custom-branded title intro, background color, and your logo
  • A custom-branded, downloadable Action Doc.
  • Embed code to display your customized video(s) on your website.
  • Video hosting and streaming service so you don’t have to sweat the details.
  • Email message templates to drop into your own campaign.
  • Your fee is for a one year, renewable subscription.

Want an even better deal?

Subscribe to the entire Advisor Connect or Employer Connect Video Series and get these videos as part of your series subscription for no additional cost.

Have Questions?

Have Questions?

Ready to get started?

Buy now and get priority turnaround on customization!