30-Day Life Insurance Challenge

Help Agents Capture Leads, Connect with Clients, and Close Sales.

Turn Awareness into Action

Make every day of Life Insurance Awareness Month count. Select a calendar challenge below to grab ready-to-use flyers, emails, and social assets—and convert quick daily tasks into closed business all September long.

*Please confirm with your broker dealer prior to using these materials that you are authorized to do so.

Events in September 2026

Monday Tuesday Wednesday Thursday Friday
August 31, 2026
September 1, 2026(1 event)

Review the Calendar & Build Your Game Plan

Familiarizing yourself with the full calendar first allows you to map out which challenges strategically align best with our overall business goals.

Action: Review the monthly calendar and outline your send schedule.
September 2, 2026(1 event)

Prep Your Daily Campaign Emails

Having your messaging staged early prevents last-minute rushing and guarantees consistent delivery.

Action: Copy the popup content into your email platform and pre-load all downloadable materials so your daily sends are ready to go.
September 3, 2026(1 event)

Segment and Finalize Your Outreach Lists

Tailoring your distribution strategy ensures the right agents receive the challenges most relevant to their business goals, driving higher open and action rates than a broad blast.

Action: Compile your email lists and map out distribution–decide whether your entire roster receives every email or if you will split challenges across specific agent groups.
September 4, 2026(1 event)

Start Your Agents out with Something Simple: Share a Life Insurance Post on Social Media

Share a "Life Insurance Myth vs. Fact" Post on Social Media

Misconceptions are one of the biggest barriers to purchasing coverage. Over half of Americans overestimate the cost of life insurance by 300% or more.1 By debunking common myths on social media, you position yourself as a trusted educator and build credibility with potential clients.

Action: Use one of our turnkey social graphics to clear up confusion and invite your network to ask questions about their coverage needs.

Resources - Social Post:

Source:
[1] LIMRA, & Life Happens. (2024). 2024 Insurance Barometer Study: Top misconceptions about life insurance. LIMRA.
September 7, 2026
September 8, 2026(1 event)

Re-Engage a Prospective Client Who Never Completed Their Application

Life gets busy. An unfinished application often means a prospect simply got distracted, not that they lost interest in protecting their family. Reaching out with an updated quote gives you a natural, low-pressure reason to reopen the conversation.

Action: Use our quick check-in email template to turn cold leads into active policies.

Templates:

 
September 9, 2026(1 event)

Ask 5 Satisfied Clients for Referrals

Warm referrals remain one of the highest-converting sources of new business,¹ yet most agents rarely ask for them. Your existing clients already trust your expertise and know people who need that same guidance.

Action: Send our client referral template to your top clients to fill your pipeline with high-quality prospects.

Action: Send our client referral request email template to your top clients to fill your pipeline with high-quality prospects.

Templates:

Source:
[1] InsureLeads. (2026). Insurance lead conversion rate benchmarks by vertical in 2026. InsureLeads Benchmark Reports.
Disclosure:
If any compensation or fee reduction is provided for referrals, a material conflict of interest must be disclosed.
September 10, 2026(1 event)

Share a Life Insurance Post on Social Media

Many people still view life insurance strictly as a benefit paid out after they’re gone, missing its powerful living benefits for tax-advantaged supplemental retirement income.

Action: Share one of our educational social media templates to reframe life insurance as a key wealth-building asset.

Resources:
September 11, 2026(1 event)

Review 3 Aging-Out Juvenile Policies to Expand Coverage

Children covered under juvenile policies eventually grow up, launch careers, and start families of their own. Reaching out as policy milestones approach allows you to smoothly convert policies or increase base coverage.

Action: Use our outreach email template to open conversations about expanding coverage while locking in insurability.

Templates:
September 14, 2026(1 event)

Educate 3 Prospects on Why Life Insurance Through Work May Not Be Enough

Most employees rely solely on employer-provided life insurance, unaware that coverage is usually capped at 1-2 times their salary and rarely follows them if they change jobs. Reaching out with this fact helps prospects spot critical coverage gaps.

Action: Send the provided flyer and email to educate prospects on portable financial security.

Templates:

Resources:
September 15, 2026(1 event)

Reach out to 3 Term Conversion Candidates

Clients frequently miss term conversion deadlines or scheduled rate adjustments. Reaching out now allows you to educate policyholders on locking in lifelong protection and tax-deferred cash value growth without new health exams or underwriting.

Action: Use the provided email template and flyer to reach out to eligible clients before their conversion window expires.

Templates:

Resources:

Disclosure:
Term conversions are subject to individual carrier guidelines, policy contract provisions, and specific conversion eligibility windows.
September 16, 2026(1 event)

Pitch 2 Clients on Permanent Life Insurance as a Legacy Gift

Established clients often look for meaningful, tax-efficient ways to support the next generation. Permanent life insurance lets clients lock in low rates for children or grandchildren while building cash value for college, a first home, or supplemental retirement income.

Action: Use our email template and flyer to guide clients through creating a living legacy.

Templates:

Resources:
September 17, 2026(1 event)

Partner with a Local Business Owner or HR Manager

Small business owners and HR managers constantly look for ways to attract talent, protect key executives, or set up buy-sell agreements. Reaching out opens doors to group plans, key-person coverage, and executive benefits.

Action: Send our B2B intro email and flyer to open corporate conversations

Action: Use our introductory email template to open corporate conversations

Templates:
September 18, 2026(1 event)

Share a Case Study on Social Media

Demonstrating real-world results highlights the tangible impact of your work and helps prospective clients visualize the potential solutions you can provide for their specific challenges.

Action: Post a case study break-down on social media to turn passive followers into active leads.

Templates: (Coming Soon)

  • Case Study Template
  • Client Testimony Template
Disclosure:
All testimonials must include disclosures regarding compensation and individual client experience. Ensure written consent is on file before sharing client stories publicly or ensure all identifying personal information (PII) is fully anonymized.
September 21, 2026(1 event)

Present 3 High-Earning Clients with Accumulation Solutions

When clients max out 401(k) contributions or get phased out of Roth IRAs, they need alternative tax-advantaged vehicles. Permanent life insurance offers tax-deferred growth, flexible contributions, and potentially tax-free distributions via loans.

Action: Share our wealth accumulation flyers to help high-net-worth clients solve retirement contribution limits with tax-advantaged cash value growth.

Templates:

Resources:

Disclosure:
[1] Access to cash value through policy loans and withdrawals may reduce the policy’s cash value and death benefit, and may have tax consequences if the policy lapses or is surrendered.
September 22, 2026(1 event)

Introduce Yourself to a Local CPA or Accountant to Establish a Pipeline

CPAs and accountants work closely with clients undergoing major life events, business transitions, or estate planning. Building a referral relationship with a local tax professional creates a steady, two-way pipeline of high-intent prospects.

Action: Use our introductory email template to lay the groundwork for a mutually beneficial partnership.

Resources:
September 23, 2026(1 event)

Send 3 Prospects "Age-Nearest" Birthday Reminders

An applicant’s "insurance age" changes six months prior to their actual birthday, triggering higher rates. Reaching out a month before this milestone creates genuine, time-sensitive urgency.

Action: Use our age-nearest email template to help leads lock in lower premiums.

Templates:
September 24, 2026(1 event)

Share a Life Insurance Post on Social Media

Underwriting can feel intimidating, which often leads to dropped applications. Social media posts explaining what to expect during a medical exam set clear expectations and reduce friction.

Action: Share one of our social templates to help guide clients through the process smoothly.

Resources:

 
September 25, 2026(1 event)

Partner with a Local Real Estate Agent to Source Fresh Leads

Buying a home is one of the largest financial commitments a person ever makes. New homeowners are prime candidates for life coverage to protect their mortgage, and a real estate agent can put you in front of buyers at the right moment.

Action: Use our cross-promotional outreach template to build a real estate partner network.

Templates:

Resources:
September 28, 2026(1 event)

Clear 3 Pending Underwriting Bottlenecks

Stuck policies represent earned revenue waiting to be realized. Helping clients schedule lab visits or complete missing signatures keeps momentum going and speeds up placement.

Action: Use our quick check-in template to clear pending requirements and speed up issuance.

Templates:

Resources:
September 29, 2026(1 event)

Poll Your Social Media Audience

Interactive polls make it easy for followers to raise their hands without feeling put on the spot. Following up via direct message with those who indicate a gap opens up warm, low-pressure conversations.

Action: Deploy our pre-written poll questions and follow-up DM scripts to convert poll voters.

Templates:

 
September 30, 2026(1 event)

Offer 10-Minute Policy Anniversary Reviews

Life moves fast. Clients buy homes, switch jobs, or welcome children without updating their coverage. Offering a brief review on their policy anniversary ensures their plan adapts alongside them.

Action: Use the provided email template and flyer to reach out to your eligible clients.

Templates:

Resources:
October 1, 2026
October 2, 2026

475 Springfield Avenue, Summit, NJ 07901

Disclosure: For Financial Professional Use Only. Not for Public Distribution. This content is provided for educational and informational purposes only for financial professionals and does not constitute tax, legal, or investment advice This material is intended solely for licensed financial professionals and insurance agents. It is not intended for use with the general public or prospective policyholders. Policy loans and withdrawals will reduce available cash values and death benefits, and may cause the policy to lapse or affect any guarantees against lapse. Policy loans are generally not subject to income tax unless the policy is classified as a Modified Endowment Contract (MEC) under IRC Section 7702A. Withdrawals or surrenders from a MEC policy are subject to income tax to the extent of gain, and if taken prior to age 59½, a 10% federal penalty tax may apply. Tax laws are subject to change. You should consult a personal tax advisor or attorney regarding your specific situation. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 5844841-0826

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