
Facebook and Instagram campaigns that turn life, final expense and annuity prospects into booked appointments. Built by a team with 20+ years of Meta media buying, designed for the financial-services ad category, and paired with AI follow-up that contacts every lead in minutes.
Financial advisor or RIA? See lead generation for financial advisors →
Facebook and Instagram campaigns that turn life, final expense and annuity prospects into booked appointments. Built by a team with 20+ years of Meta media buying, designed for the financial-services ad category, and paired with AI follow-up that contacts every lead in minutes.
Financial advisor or RIA? See lead generation for financial advisors →
Boosting posts or running generic campaigns burns budget on clicks from people who will never buy a policy.
Easy one-tap lead forms bring in volume, but many leads never answer, give fake info, or do not qualify.
Meta limits targeting for financial products and rejects ads that break its rules, which stalls campaigns built by generalists.
Ads that worked last month stop working fast. Without constant testing, your cost per lead climbs.
Each campaign gets its own creative, audience strategy and qualifying questions, matched to the product you sell.
Every lead is exclusive to your agency and followed up within minutes.
Insurance on Facebook has its own rules. We know them, and we build every campaign around them.
Your campaigns are run by a strategist who has managed nine figures in ad spend, not a junior account manager.
Campaigns are set up for the financial-services special ad category from day one, so they launch and stay live.
Qualifying questions, higher-intent form settings and conversion data sent back to Meta, so the algorithm finds more real buyers.
A simple, selective process designed to make sure we are the right fit before we build anything.
02
Straight answers about running Facebook and Instagram ads for insurance.
It depends on your product and market. We will recommend a starting budget on your strategy call based on your goals.
We test both. Meta lead forms often produce lower cost per lead, and smart qualifying questions keep quality high.
We build within Meta financial-services policies and state insurance rules, and we work with your compliance team for approval.
Most campaigns produce leads within the first few days after launch, then improve as Meta learns and we optimize.
Strategies for insurance agents and brokerages who want a predictable flow of qualified appointments.
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