Annuities Ad Manager

Annuity ads that start a retirement conversation.

An annuity campaign should open a thoughtful conversation. We build the advertising journey around an agent consultation, with messaging that stays focused on the prospect’s retirement questions.

Discuss your campaign

A connected campaign

From the first click to your next conversation.

Define the invitation

Agree on the consultation message and the audience you want to reach. Use annuity-specific creative.

Give the inquiry its own path

A dedicated form or landing page keeps the annuity message and source clear.

Continue the conversation

Route inquiries to a relevant pipeline and follow-up sequence so the agent can prepare for a goals-based discussion.

NextLevel Ad Manager

Campaign management, connected to your CRM.

Creative, lead capture, and follow-up should work together. We help you connect the campaign to your CRM during onboarding and manage the advertising as it runs.

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$497/month

Ad spend paid separately to Meta.

Campaign setup and ongoing management
Dedicated product messaging and lead capture
Onboarding and CRM connection support
Performance reporting and ongoing support

Discuss budgets and the scope of multiple campaigns with us before launch.

Must read before signing up

What to know before you sign up.

Recommended ad spend

We recommend running your ads with at least $500 per week in ad spend, spread across all 7 days, so Meta's algorithm has enough data to optimize performance. Lower budgets are allowed but may result in slower optimization and fewer leads. Note: if your account is brand new, Facebook may limit you to $350/week for the first 3 weeks or so while trust is established.

Minimum state targeting

While fewer states are technically allowed, we recommend targeting at least five states where you are licensed. Narrower geographic targeting restricts Meta's ability to locate appropriate audiences, which drives up your lead costs and limits how quickly the algorithm can optimize. The more states you're licensed in, the better your campaign can perform.

Optimization requires patience

Most campaigns begin generating leads within 24–48 hours of launch. However, Meta's algorithm continues to learn and improve as more data comes in. Lead costs may be elevated during the first few weeks while the campaign optimizes. We recommend committing to at least 2–3 months before drawing conclusions — performance typically stabilizes and improves significantly after the algorithm has had time to learn.

Lead costs can vary

Because these are real-time advertising leads, you may occasionally receive a lead with an incorrect phone number or from a state you're not yet licensed in. This is normal for any paid digital lead generation and should represent only a small percentage of your overall leads. Specific lead costs cannot be guaranteed, but our team monitors campaign quality and will address any patterns that fall outside normal range.

Your ads run from your own account

We manage everything inside your Meta Business account — not a shared agency account. That means the leads are exclusive to you, the data belongs to you, and your ad history stays with you. If you ever decide to manage the campaigns yourself down the road, everything is already in your name and fully transferable.

Why this system works

Meta ads remain one of the most effective lead generation options available for insurance agents because the leads are exclusive to you, generated in real time, and come in personalized to your brand before a competitor ever touches them. Combined with NextLevel's CRM and automation, you have a complete system from first click to closed case.

FAQ

Common questions.

Why separate annuity ads from life insurance ads?

The reason for responding is different. A dedicated campaign keeps the retirement conversation consistent from the ad through the appointment.

Can you guarantee appointments or sales?

No. Advertising generates opportunities for conversations. Results depend on the campaign, market conditions, and the agent’s follow-up and sales process.

How do we choose the campaign message?

We discuss your business, the consultation you offer, and your goals during onboarding. Creative and the lead capture path are then planned around that scope.