Meta ads for Medicare agents that follow CMS and Meta rules.
Medicare marketing is regulated by CMS and by Meta’s financial special ad category. We build compliant campaigns for enrollment periods, with the required disclaimers, careful creative, and appointment booking with licensed agents.
Meta ads for Medicare agents and agencies
- The goal
- Appointments that become enrollments
- What we optimize for
- Cost per enrolled client
- Meta ad category
- Financial Products and Services
What makes Medicare agents and agencies different on Meta
CMS marketing rules
Third-party marketers must follow CMS rules, including required disclaimers in ads.
No age targeting
Meta's financial category removes age targeting, even for Medicare.
Government confusion
Ads can't imply they come from Medicare or the government.
How we run Meta ads for Medicare agents and agencies
- Compliant creative and disclaimersAds and pages that include required CMS disclaimers and avoid government-like branding.
- Enrollment period planningBudgets timed to the Annual Enrollment Period and other windows that apply.
- Appointment bookingBooking with licensed agents, with permission-to-contact handled correctly.
- Conversions API and offline eventsServer-side tracking plus lead outcomes sent back to Meta, so the algorithm learns what a real enrolled client looks like for Medicare agents and agencies.
- Creative built for the feedVideo, UGC-style, and static concepts tested on a steady cadence, with clear rules for what gets cut and what gets scaled.
- Reporting on cost per enrolled clientWe judge campaigns on what a enrolled client actually costs you, not on clicks, impressions, or raw form fills.
Offers and angles that work
The offer does more of the work than the targeting. These are the angles we test first for Medicare agents and agencies.
- Free Medicare plan review with a licensed agent
- Turning 65? Learn your Medicare options
- Compare plans in your area
- Local seminar on Medicare basics
Questions we put in front of every lead
- Are you new to Medicare or reviewing your current plan?
- What county do you live in?
- What matters most: cost, doctors, or prescriptions?
- What's the best time to reach you?
Rules we build around
- Required CMS disclaimers included in ads and pages
- No government-like imagery or implied affiliation with Medicare
- Campaigns run under Meta's Financial Products and Services category
Questions we get asked
Do Medicare ads need a special disclaimer?
Yes. Third-party marketing organizations must include the CMS-required disclaimer, and rules change often. We keep ads current with the latest requirements.
Is there a minimum?
We work with Medicare agents and agencies doing $25,000+ a month in revenue and ready to invest in paid acquisition. If you are earlier than that, a Meta ads audit is the better first step.
How long until Meta ads work for Medicare agents and agencies?
The first 30 days focus on tracking, offers, and creative testing. Most accounts show clear direction by day 60 to 90, once Meta has enough enrolled client data to optimize against.
More financial services and insurance we work with
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 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 playbookGet more enrolled clients from Meta.
Tell us about your agency and your numbers. If we are a fit, you will book a strategy call with Mitch. If not, we will point you to a better next step.
- Founder-led strategy from a Harvard-trained economist
- $100K+ a day in ad spend under management
- Flat monthly fee, written scope, no hourly billing