Events in September 2026

Monday Tuesday Wednesday Thursday Friday
August 31, 2026
September 1, 2026(2 events)

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.

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(2 events)

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.

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(2 events)

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:

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(2 events)

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:

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(2 events)

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:

 

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(2 events)

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.

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(2 events)

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:

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(2 events)

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:

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(2 events)

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:

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(2 events)

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

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(2 events)

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:

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(2 events)

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:

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(2 events)

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.

Resources:

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.

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(2 events)

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.

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(2 events)

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

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(2 events)

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:

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(2 events)

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:

 

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(2 events)

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:

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(2 events)

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:

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(2 events)

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:

 

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(2 events)

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:

    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