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Meta AdsFinancial ServicesUnited States

69 retirement leads in April — 4 campaigns, $700 total spend

Full-account Meta Ads campaign for SeniorLeads, a US retirement financial advisory. Four simultaneous campaigns tested different messaging angles. Best campaign: $7.70 CPL targeting cruise & travel enthusiasts. Worst: $15.02 CPL (Mutual Funds angle — cut early).

69

Total leads

April 2022 — 4 campaigns

$9.66

Avg. cost per lead

across all lead gen campaigns

$700

Total account spend

April 1 – 30, 2022

$7.70

Best CPL

RET campaign — cruise audience

The Challenge

Reach retirement-ready prospects at affordable CPL

Financial services advertising on Facebook is expensive. Broad "retirement" interest audiences are saturated with insurance, banking, and annuity advertisers — driving CPMs sky-high and CPLs above $20 for most accounts in the space.

The client needed qualified leads — people genuinely in or near retirement with disposable income who would consider an annuity product. The challenge was finding them without paying the premium CPMs that come with obvious financial-service targeting.

target_audience.json
Age range: 50 – 65+ (near retirement & retired)
Gender: All genders
Interests: Norwegian Cruise Line, Cruises, Carnival Cruise Lines, Cruise line or Travel
Employer signals: Princess Cruises, Norwegian Cruise Line or Carnival Cruise Line
Targeting expansion: Off — kept audience precise
Estimated audience: 615,500 – 724,100 people
Est. daily leads: 12 – 34 per day at campaign scale
Our Approach

Four tactics that cut CPL below the industry average

Affinity-based audience proxy

Instead of directly targeting 'retirement' interests (broad and expensive), we targeted cruise & travel enthusiasts aged 50-65+. Cruise passengers skew retiree-age, have disposable income, and are underserved by financial advertisers — resulting in lower CPMs.

Four-campaign angle test

Four separate campaigns ran simultaneously testing different retirement messaging angles: Social Security income (SEV), Mutual Funds (MUT), Rollover/job change (ROL), and Retirement lifestyle income (RET). Each kept its own budget and targeting so results stayed clean.

On-Facebook lead forms

Used native Facebook Instant Forms rather than a landing page — eliminating click-to-page drop-off and pre-filling name, email, and phone from the user's Facebook profile. This single change dramatically reduces form abandonment for high-friction financial products.

Traffic + retargeting layer

A separate 'seniorleads - traffic' campaign ($0.79/click) and a website purchase campaign ran alongside lead gen — building a retargeting pool and warming prospects who didn't convert on the first lead form touch.

Creative Testing

Four angles. One clear winner.

Each campaign tested a different messaging angle simultaneously with its own budget. The lifestyle income angle beat every product-specific frame by a wide margin.

★ Best performer
🏖️

RET-4-16-22 — cruise & travel audience

What Would You Do with More Retirement Income?

Learn Ten Ways to Increase Retirement Income

Leads

22

CPL

$7.70

💰

SEV-4-16-22 — SS income angle

Like a 2nd Social Security Income

Monthly checks for life from a Retirement Annuity

Leads

18

CPL

$8.92

💼

ROL-4-16-22 — rollover angle

Retiring or changing jobs?

Rollover IRA / job transition angle

Leads

18

CPL

$9.51

📉

MUT-4-16-22 — mutual funds angle

Mutual Funds for Retirement

Product-specific mutual fund angle

Leads

11

CPL

$15.02

Campaign Results

All 4 campaigns — April 2022

Sorted by CPL. Each campaign ran its own budget, creative, and audience simultaneously.

Campaign / AngleLeadsReachCPLSpend

RET-4-16-22 (Copy)best

Retirement income / lifestyle

22

2,243

$7.70

$169.42

SEV-4-16-22

Social Security income angle

18

2,425

$8.92

$160.51

ROL-4-16-22

Rollover / job change angle

18

3,647

$9.51

$171.17

MUT-4-16-22

Mutual funds angle

11

1,712

$15.02

$165.21

Total — 4 campaigns

15,516 impressions

69

10,027

$9.66

$666.30

Cost per lead by campaign — lower is better

RET — Retirement lifestyle (best)$7.7
SEV — Social Security angle$8.92
ROL — Rollover / job change$9.51
MUT — Mutual funds angle$15.02
Industry avg. (financial services)$20

* Industry avg. CPL for financial services Facebook ads: $15–$25 (WordStream 2022 benchmarks)

Key Takeaways

What made the CPL so low

1

Lifestyle income messaging wins — 'What Would You Do with More Retirement Income?' delivered $7.70 CPL, the lowest of all four angles tested.

2

Product-specific angles underperform lifestyle frames — the Mutual Funds angle ($15.02 CPL) cost 2× more per lead than the retirement lifestyle angle.

3

On-Facebook lead forms remove landing-page friction — critical for financial products where trust is a prerequisite and every extra click costs conversions.

4

Four-campaign structure gives clean data — each angle learned independently, making it clear which creative hypothesis to scale and which to cut.

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