Meta ads for financial services, set up correctly under Meta's financial rules.
Since 2025, Meta requires US ads for insurance, investments, banking, and credit to run under its Financial Products and Services special ad category. That changes targeting completely. We build campaigns that perform within those rules and your industry’s own regulations.
At a glance
- Special ad category
- Financial Products and Services, for insurance, investments, banking, and credit
- What changes
- No age or gender targeting, no ZIP targeting, and no lookalike audiences
- What still works
- Strong creative, clear offers, and accurate conversion data
Choose your business type
Financial Advisors
Compliance-reviewed campaigns that book prospect meetings.
See the playbookInsurance Agencies
Auto, home, and business insurance campaigns under the financial category.
See the playbookLife Insurance and Final Expense Agents
Final expense and term life campaigns without age targeting.
See the playbookMedicare Insurance Agents
CMS-compliant campaigns for Medicare enrollment periods.
See the playbookAccountants and CPA Firms
Business owner and tax season campaigns.
See the playbookTax Resolution Firms
Honest, compliant campaigns for IRS debt help.
See the playbookBusiness Lenders and Funding Brokers
Compliant funding campaigns screened for revenue and time in business.
See the playbookTwo sets of rules, one campaign
Financial advertisers answer to Meta’s special ad category rules and to their own regulators, from the SEC and FINRA to state insurance departments and CMS. Ads that ignore either get rejected or create real compliance risk.
We design for both from the start: compliant copy and disclosures, lead forms that don’t collect restricted information like health or financial details without Meta’s permission, and broad targeting that lets strong creative find the right people.
Spending seriously on ads? Let's talk.
Tell us about your business, your numbers, and your goals. If we’re a fit, you’ll get a strategy call with Mitch. If we’re not, we’ll tell you why and point you to a better next step.