30-Day Life Insurance Challenge

Capture Leads. Connect with Clients. Close Sales.

Turn Awareness into Action with Simplicity

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 daily activities into meaningful client conversations all September long.

Events in September 2026

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

Share a Life Insurance 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 2, 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: Visit the Inforce Action Center on Simplicity Agent Center to search your book of business for term conversion opportunities or use the provided email template and flyer to reach out to your eligible clients before their conversion window expires. Go to the Inforce Action Center

Templates:

Resources:

Disclosure:
Term conversions are subject to individual carrier guidelines, policy contract provisions, and specific conversion eligibility windows.
September 3, 2026(1 event)

Attend a Webinar: Simplicity LifeLink™ 1 p.m. ET

Simplicity LifeLink™
Quote, Compare, and Submit in Minutes

Register to learn about Simplicity LifeLink.™ The digital life platform provides advisors with an efficient way to sell Term and IUL Policies with ease. Run and compare quotes from a number of different providers in minutes while confidently recommending solutions backed by our Simplicity Score.

Attend the webinar to learn how we can help you:

  • Save time and effort in placing Term and IUL cases
  • Impress clients with the ease and convenience of working in today’s digital world
  • Research and get product details all in one convenient spot
Click Here To Register

Resources:
September 4, 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.

Templates:
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.

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)

Attend a Webinar: Finishing the Year Strong: High-Impact Life Sales Strategies

As we enter the final stretch of the year, driving momentum is key to closing out your strongest quarter yet.

Simplicity invites you to an exclusive, strategy-focused webinar designed to help you elevate your life insurance business. We will share actionable, high-impact concepts you can implement into your practice immediately.

Join us for practical insights on:

  • Positioning tax-advantaged retirement and living protection
  • Unlocking hidden sales in your book
  • Incorporating leveraged life insurance strategies to capture high-net-worth clients
Click Here To Register
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

Templates:
September 18, 2026(1 event)

Share a Case Study on Social Media

Social proof builds trust fast. Sharing real stories highlights the tangible impact of your work and helps prospective clients visualize how you can protect their families.

Action: Post one of our testimonial templates 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)

Attend a Webinar: Life Solutions for Business Owners 1 p.m. ET

Business owners represent some of your highest-value clients, but navigating their complex financial needs requires specialized strategies.

Join the Simplicity's Advanced Planning Team and Principal Financial Group's Advanced Solutions Team for an actionable, strategy-driven webinar focused on addressing the top needs of business owners. This session will cover concepts that not only address business owner problems and priorities, but also create meaningful life insurance and planning opportunities.

Click Here To Register
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: Visit the Inforce Action Center on Simplicity Agent Center to search your book of business for policy anniversary review opportunities or use the provided email template and flyer to reach out to your eligible clients. Go to the Inforce Action Center

  • Flyer:

    • Templates:

    Resources:
    October 1, 2026
    October 2, 2026

    Keep the Momentum Going: Unlock the Full Power of a Simplicity Partnership

    The materials on this page are just a preview of how you can drive client engagement—affiliate with Simplicity to keep the momentum going all year long. As a contracted agent, you gain a dedicated team equipped with everything you need to scale your practice:

    • ComprehensiveAccess: Tap into a broad portfolio of top-carrier life, long-term care, and disability solutions.
    • Dedicated Sales Support: Partner with knowledgeable consultants for custom growth plans, case design, and training.
    • Advanced Planning Tools: Leverage proprietary technology that turns complex financial strategies into clear conversations.
    • Training & Development: Access professional development programs built to elevate your practice and drive production.

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    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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