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Client-ready Videos to Share with Clients


MoneyTrax has professionally produced videos and vignette videos that convey essential financial concepts that clients need to know, like retirement planning, mortgage strategies, Qualified Plan trade-offs, and the power of asset access.  

These videos are available for members to host on their website via an embedded video player and/or if you don't have a website, you can share our videos with our shareable links:

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