Summer can be a challenging time to connect with senior clients. Between vacations, family time, and school breaks, your usual outreach might fall flat. If you’re trying to generate final expense summer leads, you need to adjust your approach.
At Premier Insurance Partners (PIP), we understand how the insurance industry evolves seasonally. That’s why we equip insurance agents with the tools and strategies to generate high-quality insurance leads. We know how to meet seniors where they are — literally and emotionally.
Know Your Audience
Seniors aged 55–65+ are not a one-size-fits-all group. Some are fully retired, while others still work part-time or care for family members. Many spend their summer months watching grandkids, traveling, or catching up on home projects.
That’s why your life insurance conversations must be flexible. When you’re working final expense summer leads, your strategy should start with empathy. Respect their time and their rhythms. Do not expect them to be available during the day like they might be in other seasons. Recognize that their priorities may shift temporarily—and that is okay.
Timing Matters
Dialing at noon in July? You might be catching someone in the middle of a barbecue or a family outing. Midday during summer is often the worst time to reach seniors. Qualifying prospects in their demographic need a soft touch. They care deeply about their families and want to make smart decisions about final expense insurance and funeral expenses – just not during their vacation.
Instead, try reaching out in the early evenings—but always with permission. A polite check-in asking, “Would another time work better for you?” shows you are thoughtful and builds trust. Small changes in timing can make a big difference in your final expense summer leads strategy.
Build Interest Now, Convert Later
Summer isn’t always the best time for deep insurance sales conversations—but it is a great time to build relationships. Soft-touch outreach like short educational videos, social posts, or postcards can help you stay top of mind.
The goal? Warm up the lead now and convert them later when routines settle in the fall. These summer months are perfect for planting seeds that grow into high-intent conversations in the future, especially when you’re selling final expense policies and burial insurance. Final expense summer leads often take a little longer to grow—but they’re still valuable.
Run Lifestyle-Focused Facebook Campaigns
Facebook remains one of the most effective lead generation strategies, especially with seniors. In summer, your messaging should reflect their lifestyle. Try ad campaigns that speak directly to their current season of life:
- “Enjoying retirement with peace of mind.”
- “Protect your loved ones while making summer memories.”
- “Final expense coverage that travels with you.”
- “Take care of your insurance needs before the next family trip.”
These messages resonate better when they align with the relaxed, family-focused nature of summer. It’s about connecting with Facebook leads, not selling.
Create Low-Pressure Outreach Options
When people are juggling summer plans, long meetings can feel overwhelming. Make it easier for leads to say “yes” by offering short, no-pressure info sessions—just 10 to 15 minutes.
If you do use inbound calls or live transfer methods, let clients know upfront that it’s a short conversation. Respecting their time builds trust and keeps you on their radar.
Show them it’s just a chance to learn more, not a full sales pitch. This kind of approach works well with final expense summer leads because it respects their time and keeps the door open for future conversations.
Use Email Drip Campaigns and Scheduling Tools
Sometimes the best thing you can do is give leads the space to engage in their own time. Email drip campaigns can deliver helpful, bite-sized info that educates without overwhelming.
Pair that with a real-time scheduling tool, like Calendly, so clients can book time when it works best for them. This way, you stay in front of them without being pushy.
Referral Campaigns Can Still Thrive
Don’t forget about referrals. Summer is actually a great time to ask, especially before clients head off on vacation. A simple message like:
“Know someone who might benefit from the same peace of mind you have?”
Offer a small thank you, maybe a gift card or a summer-themed giveaway, to show appreciation. Even better, referrals often convert faster because trust is already in place.
Plan Ahead for Fall
Every interaction you have this summer matters. Even if the lead isn’t ready to move forward today, that doesn’t mean they won’t be in a few months.
Document your conversations. Tag leads based on their level of interest. Use your CRM to set reminders so you can follow up when the weather cools and schedules normalize. Strong final expense summer leads can become your best fall conversions if you stay organized.
Final expense summer leads aren’t harder to work—they just require a different rhythm. Respect your audience’s time, focus on soft-touch outreach, and use tools that let them stay in control. When you adapt your approach, you’ll build stronger relationships that lead to better results.
At Premier Insurance Partners, we’re here to support you all year long. Whether you need tools, training, or top tier leads, PIP is your partner in success.
Want smarter ways to grow your final expense business this summer? Get in touch with Premier Insurance Partners today.
Here at Premier Insurance Partners, we make selling insurance easy no matter where you are in your insurance career. We prioritize providing in-depth training to our sales agents to help their clients and grow your business. Find the best rate for your clients with our Medicare software for our top producers. Our annuity tool always offers the most recent changes. If you have any questions, please contact Premier Insurance Partners at 855-827-1661 or info@pip1.com.