The trust angle isn't the product. It's the reason the conversation starts.
We aren't selling trusts. We use education to open the door to a policy review — then hand that conversation to you.
- 01
The advert
Existing policyholders see educational content asking: “Is your life insurance written in trust?” They're not starting from zero — they already own protection.
- 02
The guide
They request a guide on life insurance and trusts, learning something useful about the policy they already hold.
- 03
Qualification
We confirm whether they already have life insurance, know whether it's in trust, are open to a policy review and — depending on the campaign — whether they're a business owner.
- 04
Consented introduction
Using separate, unticked consent boxes, they agree to be introduced to one identified adviser: you. The lead is delivered straight to your CRM.
- 05
Ongoing retargeting
We don't send a CSV and disappear. Engaged prospects keep seeing FAQs, objection-handling and content tied to why they opted in — so your call continues the same conversation.