Retirement, annuity, and estate-planning teams often run on Meta alone. Performance CTV puts your webinar or offer on streaming TV for older audiences who actually watch, with QR and registration tracking. Launch in about 7 days.
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Why advisors add CTV
Financial advisor and annuity advertising is regulated. We build creative and landing paths with your compliance review in mind.
Channel risk
If your webinars, calls, or pipeline depend on one social platform, an auction spike or account issue can stall growth overnight. CTV runs alongside Meta so you are not one channel away from going dark.
Audience cost
Advisors targeting 55+ and 65+ feel how costly and crowded social auctions have become for financial services. Streaming TV is where those audiences already spend time, with a response path you can measure.
Linear TV
Many annuity and retirement marketers already know traditional TV is heavy and slow. Performance CTV keeps the living-room context while adding modern targeting, faster launch, and a live dashboard tied to registrations or calls.
Compliance
Annuity, retirement, and financial advisor advertising is regulated. Product claims, fee language, and testimonials must stay compliant. This is not legal or financial advice. Your compliance owner should approve final ads and landing pages.
Traditional TV (linear TV) was built for brand marketers with deep pockets and quarterly patience. Retirement and annuity advisors need age and geo targeting, registration and call tracking, and a live view of what spend produced, not a monthly deck of impressions.
You're shipping creative weekly on Meta and TikTok, then waiting a quarter to learn if your TV spend even moved the needle.
Most agencies won't touch you under $50K/month. So either you go all-in blind, or you sit out the channel entirely.
Media markups buried in retainers. No clear breakdown of what you're paying for the ads versus what you're paying for the people.
Advisors often ask about national versus local reach and whether CTV can replace Meta. Our usual framing: CTV sits beside Meta, reuses webinar creative, and optimizes to cost per registration or qualified call. Targeting uses age and financial-services proxies when a literal annuity interest does not exist.
Four things we do differently for performance teams, including retirement and annuity advisors. Most advisors already have webinar or educational video. We often repurpose that content with an on-screen QR to register or book, instead of shooting an expensive TV commercial from scratch.
See your spend, ROAS, and incrementality the moment it happens. Same view we use to optimize. No decks, no delays.
You know exactly what you're paying with our flat low monthly fee.
From kickoff to live campaign in under a week. We've already done the platform setup, audience research, and creative workflows.
We adapt your top-performing social creative for TV instead of forcing $20K shoots. Faster iteration, lower risk, better results.
You get the same view we optimize against, live, every minute. No more waiting on a monthly readout to find out what's working.
A strategy call on goals, age and financial-services targeting, national or metro geos, and webinar creative. We leave with everything we need.
We adapt webinar or advisor video for CTV, set up pixel, QR, and call tracking options, and stage the campaign so registrations and calls land where your team already works.
Campaign goes live. You get live dashboard access. We optimize from real response data, not a monthly deck of impressions.
Fit check
A good fit: retirement, annuity, estate-planning, or related advisory teams with a real paid-media budget; marketers running webinars or call funnels who can track registrations and show-ups; teams with existing video or webinar assets to adapt for CTV; compliance-aware practices that will review claims before launch; buyers who want managed performance CTV, not a self-serve platform.
✓
A good fit
Advisory teams with paid media
Not a fit: solo advisors with no ad budget or no follow-up capacity for registrations; anyone promising specific investment returns in ad creative; brand-only TV with no QR, phone, or registration tracking; buyers seeking a DIY CTV platform login as the product; teams that refuse age or category proxy targeting when a literal annuity audience is unavailable.
✕
Not a fit
No budget / no tracking / DIY only
Should CTV replace our Meta webinar ads?
+Usually no. The stronger play is diversification: keep what works on Meta and add streaming so you are not dependent on one auction. We plan CTV around the same registration or call outcomes you already understand.
Can you target annuity or IRA owners specifically?
+Many CTV platforms do not expose a clean annuity or IRA owner interest. In practice we use financial-services and age overlays (such as 65+), plus geo, then judge success by registrations and downstream appointments. We are explicit about that limitation on the demo.
National or local: which should we run?
+Both can work. Local builds familiarity in your home market; national supports webinar volume. We often compare a metro plan and a national plan on the strategy call using your budget and capacity, without publishing generic impression charts here.
Can we reuse our webinar video?
+Yes. Repurposing webinar or educational footage with a QR code to register is a common path. We help edit for CTV length and on-screen response; your compliance team approves the claims.
How do you measure success for advisors?
+Typically cost per registration, cost per qualified call, or other events you define, visible on a live dashboard with pixel and QR tracking. Not a quarterly brand study.
Request a demo. If CTV is not the right next channel for your funnel, we will say so.
Request a demo →