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7 contributions to Insurance Agents University
Has anyone had success with uploading past clients into meta ads manager and then choosing sales instead of leads as the campaign objective?
I am wondering if I upload all of my past clients into ads manager in meta will meta only send me buyers that buy from me if my sales process is good? I have hundreds of past clients that I can upload into meta as a csv file. Is it likely if I upload a list of hundreds of buyers that I can bring my actual cpa cost foen to $20 per sale or less? Has anyone successfully done this in this group before? And why choose leads instead of sales if you have hundreds of past clients that you can upload into ads manager as a custom audience?
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Has anyone ran a successful cold email campaign to generate sales appointments with small business owners and consumers?
I am interested in hearing other people's experiences with running cold email campaigns to generate appointments for life and health insurance and retirement planning. Is there specific email copy that has worked well for you before? And how many emails did you send on average to generate a quality sales appointment? Also are there specific prospects or data lists that have worked well for you? Are there any specific tips that your recommend for generating life and health insurance appointments and retirement planning appointments? And did you run email outreach campaigns for both consumers and small business owners? If you have been able to generate quality insurance and retirement planning appointments with cold email then I am interested in learning more about how you did it.
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Has anyone been able to generate high intent inbound life insurance leads from paid ads for $20 or less per lead?
I would like to generate high intent and high quality inbound final expense and mortgage protection leads from click to call ads for $20 or less a lead. Do you think this is possible and likely? If you have had experience generating inbound life insurance leads then what was the best price point that you could generate inbound life insurance leads for? I am really only interested in generating inbound leads because the answer rate for outbound leads usually really sucks these days. If you generate inbound life insurance leads is there any good advice you can give about doing it on a budget?
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Is anyone running FB messenger ads for Annuities?
I am thinking about switching from Meta form ads to Meta messenger ads because I have heard that they are better at booking actually appointments because they are more inter active than Meta form ads. I am interested in hear other peoples experiences with running meta messenger ads and if you have had more success with booking appointments with messenger ads vs form ads and what your cost per appointment and cost per new client is. Is there anything else I should be aware of with messenger ads to have the best success at setting more appointments?
1 like • Mar 24
@Kenny Neumann Ok. Thx. I am running annuity form ads now and I want to generate high intent inbound annuity lead calls. Do you think its possible to do this on a tight budget?
0 likes • Mar 24
What do you propose and what are you seeking?
Is anyone in this group going to retirement communities to Do annuity and LTC seminars?
If so what has your experience been like doing this? Do you have any advice about the best way to do this? I have access to annuity product with a good LTC rider and I am thinking this could be a good way to generate sales leads and appointments at a low cost or possibly for free. If people in this group have experience with this then I would love to hear about your experience with doing this.
1-7 of 7
Jonathan Symonds
2
8 points to level up
@jonathan-symonds-8270
Hello I am on here to learn and meet new people. I am open to new legit business opportunities as well. I currently work in benefit planning.

Active 15m ago
Joined Jun 20, 2025
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