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Client-ready Videos to Share with Clients


MoneyTrax has professionally produced 5-10 minute videos and 1-2 minute 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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