A complete protection ecosystem for Finance Magic

Finance MagicProtection System

One branded ecosystem for every adviser under the Finance Magic umbrella.

Personal landing pages, protection quiz funnels, social content, Facebook ads, business cards, flyers and training — all built around the Finance Magic brand and ready to roll out across your adviser network. David Orbell / Orbell Protection is the live proof of concept.

See The Full Ecosystem Try A Quiz Funnel

Sites

Adviser Landing Pages

Funnels

Protection Quizzes

Brand

Finance Magic Umbrella

One Connected Ecosystem

Sites

Quizzes

Social

Ads

Cards

Flyers

The Hub

Finance Magic Umbrella

One brand. Every adviser. Every channel.

Landing pages · Quizzes · Social · Ads · Print

🐘

The Commercial Picture

Let's address cost head-on. The package has been kept surprisingly affordable for the value it delivers across an entire adviser brand.

One-time payment per adviser

£1,000

Pay once, own the ecosystem

First 3 months hosting FREE — then £50/mo to host everything

Stay until the end… there's a director-only rollout option for the Finance Magic network.

Compliance-Aware By Design

Protection messaging, handled with care

Every landing page, quiz funnel, social post and ad angle is written with protection compliance in mind — focused on starting conversations, exploring options and speaking to an adviser, rather than promising outcomes.

Compliance-aware copy

All wording uses soft, conversation-led language suitable for protection — no guarantees of cover, payout or price.

Director peace of mind

Built to support FCA-style oversight so advisers stay on-brand and on-message.

Zero hassle

Each adviser plugs straight into the framework — no compliance headaches before launching campaigns.

Director-Ready

A consistent, professional protection growth framework that can be rolled out across the Finance Magic adviser network.

Ready to roll out

Section 1 · Personal Adviser Pages

Personal Landing Pages
For Protection Advisers

Every adviser can have a professional protection landing page — fully branded under the Finance Magic identity, or personally branded around the adviser like David Orbell / Orbell Protection. It becomes the professional destination for Facebook ads, organic social, QR codes, business cards, flyers, WhatsApp messages and referrals.

orbellprotection.com

Orbell Protection

What If You Couldn't Work Tomorrow?

A few minutes now could help you understand what support may be available if illness or injury stopped your income.

View Personal Landing Page

Income Protection

Helps replace part of your income if you're unable to work.

Monthly Support

Helps keep your bills paid and your plans on track.

Peace of Mind

Knowing you and your loved ones are protected.

Adviser-branded site

Personal protection landing page branded as Finance Magic or as the adviser (e.g. Orbell Protection).

Call booking

Embedded scheduling so prospects can book a protection conversation 24/7.

Quiz buttons

Direct routes into income protection, critical illness, relevant life and family cover quizzes.

WhatsApp & enquiry

Instant tap-to-message for warm, low-friction protection enquiries.

Profile, services, FAQs

Adviser bio, service breakdown, testimonials and lead capture — built-in.

Mobile-first

Designed for the device most prospects arrive on from social, QR codes and WhatsApp.

No more sending prospects to a generic company page — every adviser gets a modern, credible, conversion-ready destination.

Section 2 · Quiz Funnels

Protection Quiz Funnels
That Start Better Conversations

Interactive quiz funnels turn social media attention into qualified protection enquiries — feeding into call booking, CRM, email follow-up or direct adviser contact.

Orbell

Protection Quiz

How would you feel if you couldn't work due to illness or injury?

I'd be worried about my income

I'd struggle to keep up with bills

I want peace of mind for my family

Start My Protection Quiz

Quick. Private. No Obligation.

40%+

Quiz engagement

4×

More than forms

100%

Trackable leads

Ideal for:

Facebook adsInstagram adsLinkedIn campaignsOrganic postsQR code flyersBusiness cardsGym campaignsLocal networkingEmployer & business owner campaignsWhatsApp follow-upAdviser referrals

Compliance-aware copy: "explore options", "may be available", "speak to an adviser" — never promising payout, price or acceptance.

Click Here To Take The Quiz

MetLife / Everyday Protection Quiz

Tradespeople, everyday workers, families

Conversation: Injury cover, accident cover, hospital cash-style benefits and simple everyday protection.

Why it works: Soft-entry funnel — explore options, find out what may be suitable, request a personalised quote.

Relevant Life Cover Quiz

Limited company directors, contractors, business owners

Conversation: Identifies whether relevant life cover may be worth discussing — advice is required.

Why it works: Great for LinkedIn and director-focused campaigns.

Critical Illness Cover Quiz

Families, homeowners, working adults

Conversation: Understand how protection may help if diagnosed with a serious illness.

Why it works: Compliant, careful wording — designed to start a conversation, not promise cover.

Income Protection Quiz

Employed, self-employed, tradespeople, contractors

Conversation: "Could you afford not to work?" — occupation, income, sick pay and protection priorities.

Why it works: Ideal hook for Facebook and Instagram ads.

Family Protection / Life Cover Quiz

Parents, homeowners, renters, families

Conversation: Peace-of-mind conversation around life cover and family protection priorities.

Why it works: Warm, family-focused tone — works on organic and paid social.

Business Protection Quiz

Business owners, shareholders, key people, directors

Conversation: Key person cover, shareholder protection and business continuity conversations.

Why it works: Best for LinkedIn, networking and director audiences.

Mortgage Protection Quiz

Homeowners and buyers

Conversation: How they could protect mortgage payments, family and home if the unexpected happened.

Why it works: Pairs with mortgage adviser referrals and broker partnerships.

Adviser-Specific Campaign Quiz

Bespoke for advisers, niches, events, gyms, trades

Conversation: Custom-built funnels for specific campaigns, audiences or local areas.

Why it works: Tailored angles — e.g. gym members, tradespeople, local employers.

Section 3 · Content & Artwork

Protection Content, Artwork
& Campaign Assets

Branded protection content designed to increase engagement, support lead generation and help advisers start better conversations — covering income protection, life cover, critical illness, relevant life, business protection, injury / sick pay cover and family protection.

Posts per week

150+

Annual content pieces

Months of campaigns

Finance Magic / Orbell Protection campaign artwork 1

Finance Magic / Orbell Protection campaign artwork 2

Finance Magic / Orbell Protection campaign artwork 3

Finance Magic / Orbell Protection campaign artwork 4

Finance Magic / Orbell Protection campaign artwork 5

Finance Magic / Orbell Protection campaign artwork 6

Static Posts

Branded protection graphics — portrait, square and feed-ready.

Video Reels

Short-form, scroll-stopping protection storytelling.

Stories & Ads

Story-format, ad-ready and quiz-linked creative.

Content can be adapted for each adviser's personal brand or the Finance Magic brand — built to give advisers a professional content library, stronger online presence and posts that link directly to the quiz funnels.

Reels···

Facebook Reel
Advert Example

As part of the protection campaign, we can create a short-form Facebook Reel advert designed to grab attention, explain the problem clearly, and direct prospects into the protection quiz.

Example storyboard

1Builder, plumber, electrician, tradesperson or everyday worker on camera
2"Could you afford not to work?"
3"If injury or illness stopped your income tomorrow, how long could you keep paying the bills?"
4"Protection options from around £10 per month may be available, depending on circumstances."
5"Take the quick protection questionnaire"
6"Start your personalised protection conversation"

Wording remains compliant — "from around", "options may be available", "subject to circumstances", "speak to an adviser".

Section 5 · Ads Training

Facebook Ads Training
& Implementation

We don't just hand over assets — we help advisers understand how to actually use them. The goal is to give Finance Magic advisers a repeatable campaign system — not just a pretty landing page.

Campaign Setup

Facebook ad campaign setup guidance — objectives, audiences, placements.

Quiz Funnel Wiring

Connecting ads to landing pages, quiz funnels and lead capture.

Creative Testing

How to test hooks, headlines, thumbnails and angles.

Ad Copy Angles

Proven protection hooks rewritten for each adviser's audience.

Lead Tracking

Pixel & event tracking guidance where relevant — see what's working.

Adviser Training

Training for advisers or internal teams — bi-weekly workshops, weekly Q&A.

Example ad angles

Could you afford not to work?

Self-employed? What happens if your income stops?

Directors: have you reviewed relevant life cover?

Parents: would your family be financially protected?

Tradespeople: your body earns the income — is it protected?

Critical illness: would your finances cope?

Section 6 · Print & QR

Business Cards, Flyers
& QR Campaigns

Branded print assets that link offline attention to online protection quiz funnels — perfect for gyms, networking events, local businesses, client meetings, seminars and community events. Adviser-branded or Finance Magic-branded.

Front · Adviser details

Orbell Protection business card — back with QR quiz

Back · QR straight into the protection quiz

QR Code Campaigns

Every card and flyer can include a QR code linking straight into a quiz funnel.

Cards & Flyers

Adviser-branded or Finance Magic-branded — fully editable in your asset library.

Networking-Ready

Perfect for gyms, employers, networking groups, seminars and local campaigns.

Section 7 · The Full Ecosystem

A Complete Protection Growth
System For Advisers

This gives each adviser a clear, professional and repeatable route from attention to enquiry — whether the prospect comes from a Facebook advert, a QR code, a flyer, a business card, an organic post, WhatsApp or a referral.

Personal Landing Page

Protection Quiz Funnel

Social Media Content

Facebook Ad Creative

Video Advert Mockup / Asset

Business Card

Flyer

QR Code Campaign

Facebook Ads Training

Implementation Guidance

Optional CRM / Call-Booking

Ongoing Campaign Support

Section 8 · For Finance Magic Directors

Built For Finance Magic
To Scale Across Advisers

What has been created for David Orbell is not just a one-off design project. It is a repeatable protection marketing system that could be adapted for other Finance Magic advisers — giving each person their own professional landing page, campaign-specific quiz funnels, branded content, QR assets and practical ad support.

Proof of concept

David Orbell / Orbell Protection is the live example — already built, branded and ready to demonstrate.

Network-ready

Adapt the same system across the Finance Magic adviser network without rebuilding from scratch.

Personal brands welcome

Advisers can have personal brands without losing the Finance Magic professional structure.

Consistent framework

A consistent but flexible digital growth framework across the whole network.

Better online presentation

Helps every adviser present themselves more credibly online.

Campaign-led growth

Modern, trackable, campaign-led lead generation — not just a brochure site.

Simple Pricing,
Built Around Adviser Rollout

The pricing structure remains clear and practical — whether this is being used for one adviser, a personal brand, or a wider Finance Magic adviser rollout.

Protection Ecosystem Package

One-time payment per adviser

£1,000

Pay once, own forever

First 3 months hosting FREE — then £50/mo

Personal branded adviser landing page (custom domain, quiz buttons, lead capture)

Multiple protection quiz funnels with automated lead capture

12 months of protection-focused social content (150+ posts) ready to deploy

Full asset library — business cards, flyers, QR campaign artwork

Bi-weekly Facebook ads training + weekly Q&A support calls

Ongoing tech support and adviser updates

Compliance-aware copy across all materials

Complete onboarding & setup assistance

Everything an adviser needs to launch a complete protection marketing ecosystem. Roll it out for one adviser, or the whole network.

Ready To Roll This Out
Across Finance Magic Advisers?

David Orbell / Orbell Protection shows what can be created when personal adviser branding, quiz funnels, social content, QR campaigns and Facebook ad strategy are brought together into one professional system.

Discuss Adviser Rollout View David's Example Start With One Adviser

A complete adviser growth ecosystem — not just a website. Built for Finance Magic.