For Canadian Insurance Advisors Business Owner & Corporate Market

A consistent way to get in front of business owners and incorporated professionals

You've already closed corporate cases. You know what that client looks like. The only problem is getting in front of more of them, consistently, on your terms, without waiting on a referral that may never come.

Apply Now  → See How It Works

✓ First qualified business owner lead within 7 business days of going live, or we extend free until you get it.

See if this is a fit.

Four quick questions. Takes less than 2 minutes. Every application is reviewed personally within 24 hours.

What best describes your role?

Pick the one that fits best.

Have you worked with business owners or incorporated professionals?

This tells us where you're starting from.

What would make the biggest difference in your practice right now?

Pick the one that's most true.

Where should we reach you?

We'll review your application and reach out within one business day.

Helps us prepare for your call
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We'll review your answers and reach out within one business day to schedule your 20-minute call. Check your inbox — including spam just in case.

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7 Days
From kickoff to your campaign live
$25K–$100K
Annual premium cases the system is built around
20–25
Pieces of content produced for you every month

See how it works

Want the full picture before you apply?

Four minutes on exactly how the system gets you in front of business owners: what we build, what you do, and what the first 90 days look like.

Apply Now  → Takes less than 2 minutes. Applications reviewed within 24 hours.

The system

We plan it. We build it. We run it.

Your job is to show up on camera and close the call — or just close the call. Here's what's already running before your first conversation books.

1
Foundation
Market Positioning
We start by defining your niche, your ideal client, and the message that resonates with business owners in your market. Everything is built from here.
2
Production
Script & Content Production
20–25 pieces of content per month, drafted in the language of the business owner market — key person, buy-sell, incorporated professionals. You review and approve before anything goes live.
3
Creative
Video & Creative Assets
Ads, short-form video, and supporting creative — produced at volume. Multiple ad variants tested each week. Not a one-time campaign. A content library that keeps working month after month.
4
Reach
Paid Distribution
Your content gets pushed in front of business owners and incorporated professionals through paid advertising — and organic content across Instagram, Facebook, and LinkedIn. Paid and organic, working together.
5
Qualify
Application & Qualification
Interested prospects apply before reaching your calendar. The wrong fits filter themselves out. You only have meaningful conversations with the right people.
6
Trust
Nurture & Follow-Up
AI-run sequences keep you top of mind from first contact forward — responding to lead behavior, not just a fixed schedule. Trust builds in the background, without you chasing anyone.
7
Ongoing
Review & Improve
Every month: what's working, what's not, what we adjust. The system gets sharper over time. This is a long-term operation — not a 30-day campaign.

It doesn't stop after month one.

Your presence keeps showing up — content from month one is still building trust in month three. Each piece builds on the last. That's how trust compounds online.

01
Position
02
Content
03
Ads
04
Reach
05
Filter
06
Trust
07
Results

Most advisors run a few ads. This is what it looks like when the full system is installed and left running.

Fit check

This isn't for every advisor.

The system works when the advisor behind it already knows the business owner market. Here's an honest read on both sides.

Built for you if
  • You're a licensed Canadian insurance or financial advisor with an established practice
  • You've closed corporate cases before: key person, buy-sell, corporate-owned life insurance
  • You want business owners and incorporated professionals coming to you consistently, instead of waiting on referrals
  • You're ready to show up to qualified conversations and close them yourself
Not for you if
  • You're brand new to the industry and haven't worked with business owners yet
  • You're looking for a list of purchased leads to cold call
  • You expect results without giving a real system time to run
  • You want to hand off the sales conversation too — the system books them, you close them

The advisors who do best with this already know the business owner market. They just need a consistent way in.

Lorenzo Bernabe
Who's behind this

I've sat on your side of the table.

I'm Lorenzo Bernabe. Before I moved into marketing, I was a financial advisor. I've sat across from business owners, worked through corporate cases, and felt the difference between a referral trickle and an actual pipeline.

Gilas exists because most marketing people don't speak advisor. They'll promise you leads without knowing what a T10 client looks like, or why a buy-sell conversation is nothing like a mutual fund review. I build the content and advertising system myself, run it myself, and show my work.

No agency layers, no account managers. You work directly with me.

Common questions

Answered straight.

How long until my campaign is live?
About 7 days from kickoff. That covers positioning, the first batch of ad creative, your landing page, and tracking setup. You review and approve everything before it goes live.
What do you need from me?
A kickoff session so I understand your practice and your market. Your review on content before it publishes. And showing up to the conversations the system books. The building and running is on me.
Do I have to be on camera?
It helps, and I make it as painless as possible. But no. The system can run on image ads and written content if being on camera is a hard no for you.
How is this different from buying leads?
Lead vendors sell the same name to five advisors and you race to the phone. This builds your presence instead: your content, your ads, your pipeline. People apply to talk to you specifically, having already seen who you are. And you own all of it.
I've run Facebook ads before and got junk leads. Why would this be different?
Most advisor campaigns fail the same three ways: generic creative that could be any advisor, no qualification before the calendar, and no follow-up between opt-in and call. This system is built for the business owner market specifically, every applicant answers qualifying questions before booking, and the follow-up runs automatically.
What does it cost?
It depends on scope, and I'd rather give you a straight number on a 20-minute call than a vague range here. If it's not a fit, I'll tell you that too.

See if this is a fit.

Four quick questions. Reviewed personally within 24 hours.

Apply Now  →