IF YOU’RE A LICENSED FINANCIAL ADVISOR:

Tired of Finding Clients by Messaging Friends and Family?
Never wonder where your next client is coming from again.

What if, instead of chasing people for attention, you could connect with people who are already interested in getting insurance?

Learn the simple & proven Meta ads system I use to consistently find 100+ interested prospects every week—without awkward DMs, begging friends for referrals, or getting seen-zoned.

Get the Meta Ads Prospecting Kit — ₱1,499See My Results

One-time payment. Sent to your email after checkout.

3
Notification Center showing incoming inquiries from prospects

Imagine opening Facebook or Instagram and seeing new inquiries instead of wondering who you should message today.

Inside, I’ll show you the same simple ads + follow-up setup I’ve refined to get interested prospects for around ₱12 per lead on average—so you can spend less time chasing people and more time talking to potential clients.

Watch the video below to see how I consistently bring new prospects into my pipeline as a financial advisor.

Tip: watch in 1.5×–2× speed, or jump to 3:29 to go straight to the system.

See My Results

When it comes to prospecting, you’ve probably tried some of these:

–
Messaging your Facebook friends.

You message with “Uy, kamusta ka na?” only to be left on seen because your friends, relatives, and even family assume you’re reaching out just to sell them insurance.

–
Boosting a post.

You boost your post for more likes and comments, but what matters more: engagement on your post or an actual client?

–
Watching an ads course.

They teach you how to set up ads, but finding what actually works takes time, money, and multiple rounds of testing. It took me at least 10 tries to find my winning setup.

–
Building a website from scratch.

You're a financial advisor, not a website designer. Your time should be spent finding clients, not figuring out how to build a website.

MY RESULTS

I Consistently Generated 100+ New Leads Without Running Ads Every Day.

Aside from being a financial advisor, I am also a freelance digital marketer. I wanted a way to find prospects without constantly messaging friends and family.

So I tested several campaigns, spending thousands of pesos until…

I built a simple & proven ads system that consistently fills my pipeline of prospects.

Actual Meta Ads Manager Screenshot
Actual Meta Ads Manager report showing the Results column with the leads from each week of ads
100+
leads from each week of ads
₱12
average cost per lead
2 hrs
a day talking to my leads

And the best part? I only ran ads for one week each month, using one video ad and a budget of around ₱2,000 per run.

I still do the consultations and the selling by spending about two hours a day cold calling my leads (minimal messaging). What I built was a way to consistently find people to talk to, without having to figure out the marketing side from scratch.

That’s the Meta ads + follow up system I’m sharing with you.

My story

I’m a Financial Advisor, Too.
I know how hard finding clients can be — even as an introvert.

Kaycee Ports — 5-Year National Achiever, Licensed Financial Advisor

Licensed Financial Advisor since 2020.

Hello, my name is Kaycee. Prospecting used to drain me.

Every morning I’d stare at my phone, already tired before I sent a single message.

But I also have a background in digital marketing, so I started looking for another repeatable strategy to find prospects.

After testing at least 10 different ads setups, I found one that consistently brought in new leads without needing to run ads every day.

I did not achieve this overnight. It took me two years of wasted ad spend that got me zero to a few clicks before the system finally clicked.

Now, instead of keeping that setup to myself, I’m finally ready to share what worked for me.

I want to help other financial advisors use it too — without having to spend months figuring everything out from scratch.

Now, you can skip all of that by copying my system with this ready-to-launch kit.

Get the Meta Ads Prospecting Kit — ₱1,499
Before
Guess who to message
Rejection feels personal
₱300/day for likes
After
Leads book a meeting
Only talk to the interested
Appointments every week
Kaycee Ports — Financial Advisor & Freelance Marketer

Built by a financial advisor & freelance marketer, for financial advisors.

Past performance does not guarantee future results. Outcomes depend on your market, effort, and follow-up.

From Zero to Ready-to-Launch in 5 Simple Steps

You don’t need to figure everything out yourself. Just follow the steps and customize the system for your own insurance business.

Step 1. Set Up Your Booking Page

1-Click Page Import

Start with my ready-made page template on Systeme.io for free. Add your offer, your details, and your booking link.

Step 2. Create Your Ad

Custom GPT Prompt System

Use my custom GPT to generate ad ideas, copy, and a video script based on your target clients and the insurance you offer.

Step 3. Set Up Your Ads

Exact Ads Manager Settings

Follow my demo video on how to set up your campaign, choose your audience, and set your budget — without guessing which settings to use.

Step 4. Connect Everything

Complete Automated Funnel

Connect your ad to your booking page so interested prospects know where to go to book a meeting with you.

Step 5. Check and Launch

Zero-Mistake Verification

Use my launch checklist to make sure everything is set up correctly before your ad goes live.

That’s it. Meta ad → booking page → booked call, ready to launch.

Get The Complete 5-Step Kit — ₱1,499

KIT CONTENTS

What’s inside

Ad Creation Custom GPT

Not a writer? No problem. We’ll use AI to write your ad copy and video script without staring at a blank page.

Meta Campaign Blueprint

Skip the guesswork and follow my proven & tested ad setup.

Booking Page Template

You’re not a web designer. Save hours of building a page from scratch by using a drag-and-drop template.

Video Tutorials

Follow along instead of figuring everything out alone.

Launch Checklist

Make sure everything’s ready before spending on ads.

FIT ASSESSMENT

Fit assessment

This is for you if

  • You’re a licensed financial advisor in the Philippines selling life insurance.
  • You’ve already run Meta ads but struggle to turn your ad spend into interested prospects.
  • You want a ready-made ad and booking page setup instead of figuring everything out from scratch.
  • You can spend around 2 hours a day messaging and following up with leads.

This isn’t for you if

  • You’ve never run Meta ads before.
  • You expect guaranteed leads or sales.
  • You want someone to set everything up for you.
  • You aren’t willing to personally message and follow up with prospects.

ONE-TIME PAYMENT

The Meta Ads Prospecting Kit

₱1,499

One-time payment. No subscription. No recurring fees.

Ad Creation Custom GPT
Meta Campaign Blueprint
Booking Page Template for systeme.io
Video tutorials for every step
Launch checklist

Emailed to you after verification.

Questions

Everything you need to know about the kit and how it works.

Yes! This kit gives you my ad setup and booking page template so you don't have to figure everything out from scratch. So you focus on what you do best: talking to prospects and closing sales.

Copy the system that brings 100+ leads in one week

Stop guessing where the next client comes from. Get the complete blueprint, GPT prompt system, and 1-click booking template today.

One-time payment. Sent to your email.

This site is not part of Facebook or Meta Platforms, Inc., and is not endorsed by Meta or any insurance company. The results shown are the author’s own, from June to August 2026, taken from her Meta Ads Manager and her own tracker. No guarantee is made on the number of leads, meetings or income. Results vary with your offer, market and effort. Follow your company’s advertising and compliance rules before you publish any ad.

© 2026 The Meta Ads Prospecting Kit • Built for Life Insurance Advisors