TL;DR
September is Life Insurance Awareness Month. For advisors, that’s more than an industry memo; it’s a built-in reason to reach out. You don’t need a six-week campaign. Three simple moves, a coverage reminder, a postcard to cold leads, and a 20-minute micro-event, are enough to book conversations without draining hours you don’t have.
Key Takeaways
- September gives you a natural excuse to check in with clients and prospects.
- Small, targeted outreach beats campaigns you’ll never finish.
- Direct mail with light digital follow-up gets noticed and respected.
Why Life Insurance Awareness Month Matters
Awareness months cut the awkwardness out of outreach. Instead of “just checking in,” you can say:
“September is Life Insurance Awareness Month. Let’s take 15 minutes to review your coverage and make sure it still fits your goals.”
That framing feels relevant and earns attention. One advisor shared that a short note like this filled his calendar with review calls for three weeks straight, without spending a dime on ads.
Play #1: Send a Coverage Reminder to Existing Clients
- Format: Short letter or email
- Message: Frame it as a benefit review, not a pitch. Example: “Your family’s needs change—your coverage should too.”
- CTA: Ask them to schedule a quick call or update their details
Why it works: Clients want to feel protected, not sold to. Positioning it around family security naturally opens space to uncover gaps or cross-sell without pressure.
Play #2: Use Postcards to Re-Engage Cold Leads
- Format: Straightforward postcard—no envelope, clear message
- Message: “September is Life Insurance Awareness Month. Ready for a coverage review?”
- CTA: QR code or short booking link
Why it works: Postcards don’t get buried in inboxes. They stand out in a stack of bills and flyers. For cold leads who’ve gone silent all year, this might be the simple nudge that gets them to raise their hand.
Play #3: Host a 20-Minute Micro-Event
- Format: Webinar, Zoom call, or in-office coffee chat
- Topic: “3 Things to Know About Life Insurance in 2025”
- CTA: Invite attendees to book a one-on-one review
Why it works: You don’t need 50 people. Even five engaged prospects can turn into clients. Short, specific events show you respect their time and make you approachable.
Keep It Straightforward
The common mistake in September? Overbuilding. Advisors try to spin up campaigns they’ll never finish. You don’t need six weeks of content or a big ad budget. You just need one letter, one postcard, or one micro-event out the door. That’s enough to get real conversations on the books.
FAQs
My clients are already busy, will they even respond if I reach out about this?
Yes. Life Insurance Awareness Month gives you an external, timely reason to start the conversation. It’s not a generic “check-in”, it’s a reminder about something that matters for their financial security.
I don’t have time to plan a full campaign. What’s the minimum I can do?
One reminder, one postcard, or one 20-minute micro-event is enough. A single, well-executed move will drive more results than a six-week campaign you never finish.
Is direct mail really worth it when digital is cheaper?
Digital is cheaper upfront, but it gets ignored faster. Direct mail gets seen, held, and remembered, and it converts better when paired with a simple digital follow-up.
What if only a handful of people show up to my event?
That’s fine. Five engaged attendees can be more valuable than 50 cold leads. What matters is that you get their attention for a few minutes and invite them to a one-on-one afterward.
How do I know if this is working?
Don’t just count clicks or opens. Track what really matters: booked appointments, completed reviews, and policy activity.
Final Takeaway
September gives you an opening. Use Life Insurance Awareness Month to connect in a way that feels timely and intentional. Pick one play this week and send it—you don’t need perfection, just action.
Want to take these quick plays further? Our Insurance Marketing Services are built to help advisors and agencies connect with the right prospects, through direct mail, digital campaigns, and tailored strategies that turn leads into loyal clients.
And if you’d rather have the strategy and execution done for you, Plum is ready to take it off your plate
