Done-For-You Campaign · Medicare

Get Qualified Medicare Appointments Year-Round

We build and manage your complete done-for-you Medicare lead generation system, targeting turning-65 prospects and AEP leads with exclusive, pre-educated appointments booked directly into your calendar.

▶ Watch: How We Get Medicare Agents Qualified Appointments Year-Round. Replace this with your VSL

200+

Advisors Served

$250

Avg. Cost Per Appointment

75%

Avg. Appointment Show Rate

10x

Lower Cost vs Lead Vendors

Estimate Your Results

Potential ROI Calculator for Medicare

Adjust your monthly ad spend and see your projected appointments, clients, and revenue.

Potential ROI Calculator
Monthly Ad Spend $3k
$500 $50k
Appts Booked
10
at your ad spend
Show-Ups
7
70% show-up rate
New Clients
2
25% close rate
Est. Revenue
$20k
6.7x return on ad spend
Return on Ad Spend
6.7x
$3k spend -> $20k revenue

For illustration purposes only. Results will vary depending on your niche, targeting, ad performance, sales performance, and other variables.

What Makes Us Different

Why Medicare Agents Switch to Advisor Systems

Stop competing for shared leads during AEP. Build a year-round Medicare pipeline.

Cost Per Appointment

❌ What Others Do

Traditional Medicare lead vendors charge $50–$200 per lead. With typical conversion rates, that's $500–$2,000 per booked appointment with a qualified Medicare prospect.


✓ What We Do

Our clients average ~$250 per booked Medicare appointment using our full-funnel system, with pre-educated prospects who specifically chose to speak with you.

Lead Exclusivity

❌ What Others Do

Most Medicare lead vendors sell the same lead to 5–10 different agents simultaneously. The prospect is immediately overwhelmed with calls from competing agents.


✓ What We Do

Every lead generated through your campaign is 100% exclusive to you. They opted in to speak with you specifically, no one else gets that lead.

Year-Round vs. AEP-Only

❌ What Others Do

Most Medicare agents only run campaigns during AEP (Oct 15 – Dec 7). They're competing against every other agent in the country for the same leads during the same 7-week window.


✓ What We Do

We run year-round campaigns targeting turning-65 prospects and Special Enrollment Period leads, so you have a consistent pipeline outside of AEP season.

Long-Term Strategy

❌ What Others Do

Stop paying for leads, the leads stop. You're renting someone else's audience with no asset being built for your practice.


✓ What We Do

Your SEO and YouTube content compounds over time. Clients who've been with us 2+ years now receive free organic Medicare leads every month, especially during AEP.

The Process

How We Build Your Medicare Lead Machine

A complete done-for-you system built in 7 steps, from strategy to autopilot.

01

Strategy & Medicare Client Profiling

We map your ideal Medicare client profile, typically ages 63–70 approaching Medicare eligibility, or existing Medicare beneficiaries confused about their coverage options during Annual Enrollment Period (AEP) or Special Enrollment Periods.

Medicare Targeting
AEP Strategy
Campaign Blueprint
02

Video Sales Letter (VSL) Creation

We write and produce a VSL that speaks directly to Medicare confusion, the overwhelming number of plan options, the fear of choosing wrong, and the cost of not having the right coverage. Clear, compliant messaging that drives action.

Script Writing
Medicare Messaging
CMS-Compliant
03

Sales Funnel Build

We build your complete automated appointment funnel: opt-in page, VSL page, application page, scheduling page, and confirmation page, all branded to your practice and connected to your calendar.

Opt-in Page
Booking Automation
Calendar Integration
04

Follow-Up Email Sequences

We write 3 months of weekly automated follow-up emails that educate Medicare prospects on their options. Medicare Advantage vs. Supplement, Part D drug coverage, and enrollment windows, converting them into booked appointments on autopilot.

3 Months of Emails
Medicare Education
Automated Delivery
05

Paid Ad Campaign Launch

We set up and launch your Meta and TikTok ad campaigns targeting adults ages 63–70 who are approaching Medicare eligibility or actively researching Medicare plan options during AEP (October 15 – December 7).

Meta Ads
TikTok Ads
AEP Targeting
06

Launch, Grow & Run on Autopilot

We launch your paid ad campaigns, map out 52 weeks of SEO and YouTube content targeting Medicare questions year-round, and once live, the system runs on autopilot. Medicare leads come in, the funnel qualifies them, and appointments land in your calendar automatically.

Meta Ads
YouTube SEO
AI SEO (GEO)
Autopilot System
Cost Breakdown

What to Expect: Medicare Campaign Costs

Realistic cost benchmarks based on our campaigns targeting Medicare prospects.

Method & Minimum Assets
Avg. Cost Per Appointment
Meta Ads & TikTok Ads, $100K to $1M+ in Assets (Avg. $500K)
$200 – $300
Meta Ads & TikTok Ads, $500K+ in investable assets
$300 – $500
Meta Ads & TikTok Ads, $1M+ in investable assets
$500 – $1,000
YouTube Content, $100K to $1M+
Free (1–2 hrs/week of content)
Case Studies

Real Medicare Agents. Real Results.

See how Medicare agents are using our system to build year-round appointment pipelines.

"Cost per appointment dropped from $400+ to under $180"
Tony R.
Independent Annuity Advisor, Texas
"Cost per appointment dropped from $400+ to under $180"
Tony R.
Independent Annuity Advisor, Texas
"Cost per appointment dropped from $400+ to under $180"
Tony R.
Independent Annuity Advisor, Texas
FAQ

Frequently Asked Questions

Everything you need to know about Medicare lead generation with Advisor Systems.

A Medicare lead is a prospect who has expressed interest in learning about their Medicare options, typically someone approaching age 65 (turning-65 lead), an existing Medicare beneficiary considering switching plans, or someone experiencing a Special Enrollment Period trigger event.

Yes, with important compliance considerations. CMS (Centers for Medicare & Medicaid Services) has specific rules about Medicare marketing. All ad copy must be CMS-compliant, avoid misleading claims, and include required disclaimers. We write all ad copy with CMS compliance in mind and recommend having your compliance team review before launch.

We primarily target ages 63–70. This captures people approaching Medicare eligibility (turning 65) who need to make enrollment decisions, as well as existing Medicare beneficiaries who may be considering switching plans during AEP.

Our clients generate Medicare leads ranging from $5 to $30 each using paid ads. The average cost per booked appointment is approximately $150–$250, which is significantly lower than buying leads from traditional Medicare lead vendors.

Both. AEP (October 15 – December 7) is the highest-volume period, but year-round turning-65 campaigns generate consistent leads outside of AEP. We recommend a year-round turning-65 strategy supplemented by an aggressive AEP campaign, this gives you a steady baseline with a major seasonal spike.

We can build campaigns for Medicare Advantage (Part C), Medicare Supplement (Medigap), Medicare Part D drug plans, and dual-eligible (Medicare + Medicaid) plans. Each requires slightly different messaging and targeting.

All Medicare ad copy is written to comply with CMS marketing guidelines. We avoid misleading plan comparisons, required disclaimers are included, and we do not make specific benefit claims without proper substantiation. We strongly recommend having your compliance team and/or your FMO review all creative before launch.

Yes. Medicare campaigns can be targeted by state, county, city, or zip code, which is important since Medicare Advantage plan availability varies by county. We can build hyper-local campaigns targeting the exact service areas where your licensed plans are available.

Our done-for-you Medicare campaign comes with a performance guarantee of 10–30 booked appointments. If we don’t hit that target, we continue working for free until we do.

Book a free strategy call with our team. We’ll review your current situation, identify the biggest opportunities for your Medicare practice, and show you exactly how the system would work for your specific market and target client.

Ready to Get Started?

Ready to Build Your
Medicare Lead Machine?

Book a free strategy call. We'll show you exactly how we'd build your Medicare campaign, with a year-round turning-65 strategy and an aggressive AEP plan.

Performance Guarantee

10–30 booked Medicare appointments or we continue working for free

No obligation. No hard sell. Just a clear plan for your annuity practice.