Engagement for W.H. STEINER partners (Initial Video Script)

Post on Instagram, Facebook, LinkedIn, TikTok.

0:00–0:06 — Hook
“Hi, my name is W.H. STEINER. I’m the founder and chief strategist of the 702s Plan™ and the 702s Digital Plan™. We build roadmaps to create wealth without stock-market volatility and with a clear understanding of the U.S. tax code.”

0:06–0:14 — Credibility
“Families, professionals, and business owners choose us because protection and simplicity come first. The 702s Plan™ helps you grow, access, and pass on wealth—calmly and tax-advantaged.”

0:14–0:23 — Trust Builder

“If you’re uncertain about creating wealth for times ahead, you need a plan engineered for financial professionals, high-net-worth individuals, and everyday hardworking people—whether you’re a CEO or a W-2 team member.”

0:23–0:31 — Leadership
“In uncertain markets, leadership is clarity. Our clients don’t ‘ride it out.’ They structure it right from day one, so their future isn’t left to chance.”

0:31–0:39 — What Makes Us Different
“Education first, options in plain English, and a plan you can explain to your family in one conversation—that’s how we earn trust.”

0:39–0:44 — First-Call Promise (KLT Booster)
“In your first 30-minute Strategy Call, you’ll leave with a one-page wealth map and IRS-compliant options—no pressure, just clarity.”

0:44–0:53 — Partner Reveal (Troy, MI)
“That’s why I’m proud to welcome our newest W.H. STEINER partner in Troy, Michigan—Michael Capraro. With 25 years of experience, he’s helped hardworking professionals with IRS-compliant, tax-advantaged life-insurance structures and annuities—real protection, real results.”

0:53–1:00 — CTA
“If you’re in the Troy area, meet Michael Capraro. Book a 702s Strategy Call today—click the green button below. Let’s build wealth that isn’t tied to the market—and a legacy that lasts.”

Video Script Two: Landing page engagement

Building Know, Like and Trust.

Video 2 — “From First Step to First Conversation” (60s)

Cast: W.H. STEINER on camera; Michael appears as photos on screen
Goal: Build K-L-T → Questionnaire → Booked call
Tone: Calm, confident, zero-pressure

00:00–00:06 — HOOK (On-camera: W.H. STEINER)

YOU: “You’ve taken the first step—great. Here’s exactly what happens next.”

(Lower-third: “W.H. STEINER — Founder & Chief Strategist, 702s Plan™ | W.H. STEINER”)

00:06–00:18 — INTRODUCE MICHAEL (Michael image appears with badge)

YOU (to camera): “This is Michael, our trusted local partner. For 25 years, he’s helped 1,000+ clients—hard-working families and professionals—build plans that fit real life.”

(On-screen tag over Michael’s image: “Michael Capraro — Local Partner | 25 Years | 1,000+ Clients Served”)

00:18–00:30 — KNOW–LIKE–TRUST (Show landing-page sections)

“On this page, you’ll see who Michael is, how he serves, real client outcomes, and credentials—everything you need to know, like, and trust your local partner.”

(Overlays: “Licensed & Local • Client Stories • Transparent Process”)

00:30–00:44 — WHY THE 702s PLAN™ (Cut back to you)

YOU: “If you’re uncertain about building wealth without market volatility, the 702s Plan™ was designed to align with the tax code, create accessible cash value, and protect your family—without the noise.”

(Caption: “Reduce volatility • Build cash value • Protect legacy”)

00:44–00:56 — 3 SIMPLE STEPS (Show UI cues: scroll → form → calendar)

“Step 1: Meet Michael on this page.
Step 2: Complete the 2-minute questionnaire so we understand your priorities.
Step 3: Book your meeting—video, phone, or in-office. Your choice.”

(On-screen buttons: “Meet Michael” • “Start Questionnaire” • “Book a Call”)

00:56–01:00 — BRAND CLOSE (Two-shot still of you + Michael photo)

YOU (to camera): “At W.H. STEINER, we don’t sell—we share real stories so you can write yours. Tap Start Questionnaire to begin.”

(End card: Logo lockup • “Simple. Proven. Personal.” • Buttons: Meet Michael | Start Questionnaire | Book a Call)

On-Screen Text Pack (for captions/overlays)

“25 Years • 1,000+ Clients Served”
“We don’t sell. We share stories.”
“Questionnaire: ~2 minutes”
“Choose: Virtual • Phone • In-Office”
“702s Plan™ | Strategy for real life.”

Quick Shot List

You on clean background with subtle brand accents.
Michael’s headshot + service badge.
Landing-page sections: bio, reviews/outcomes, process.
Screen capture: scroll → questionnaire → calendar.
End card with logo + CTAs.

Micro-Compliance (tiny text under video)

“Not tax or legal advice. Policies subject to underwriting and carrier approval. Results vary. 702s Plan™ is a strategic framework leveraging life-insurance-based structures within the U.S. tax code.”

Video Script Three: Appointment Reminder Engagement

Give them a reputation to live up to

“Hi {Client Name}, it’s W.H. Steiner. Good morning!

Simple reminder—today is your meeting with our local partner, Michael. Check your email for the time and the location or video link.

If you’re joining in-office, please tap In-Office so we can have your welcome drink ready—coffee with milk and one sugar, hot, or a cold still water. If you’re virtual, tap Virtual to confirm your link.

To make every minute count, bring three things:

Your list of the top 3 priorities that you want to achieve.
Any recent statements you want us to review.
Your questions—taxes, volatility, fees, or how the 702s Plan™ could fit.

Please join or arrive 5 minutes early so we can start on time. We don’t sell—we listen and design around what matters to you. If anything changes, just reply to the reminder. See you soon.”