Selling life insurance isn’t just about numbers and policies. It’s about people, and people only engage with messages that feel personal. If an email sounds like it came from a corporate robot, chances are it won’t even get opened.
You need messages that feel personal, spark curiosity, and open the door to a conversation. And the good news is that email is still one of the best ways to do that, when it’s done right.
The biggest mistake advisors make is focusing only on "great rates" or "limited-time offers." While those may seem persuasive, they often feel pushy and transactional. People tune them out.
What works better is showing that you understand what people are going through. That you’re a human. That you’re here to help, not just to sell.
Here are three email examples you can adapt for your own outreach. They’re designed to sound natural, start conversations, and earn trust. They work especially well when sent to people you’ve already met, been referred to, or who have shown some level of interest.
Subject: Just wanted to check in
Hey Sarah,
I know life gets busy, and planning for the future isn’t always at the top of the list. Just wanted to check in to see how you're feeling about your coverage these days.
Whether you’ve already got something in place or have no idea where to start, I’m happy to talk it through with you.
No pressure at all. Just hit reply if you want to connect.
Take care,
Mark
Subject: Something that stuck with me
Hi James,
Last week I spoke with a client who just had their second baby. They told me getting life insurance gave them peace of mind they didn’t even know they needed.
It reminded me why I do this work.
If you’ve ever wondered about what coverage would look like for your family, I’m here to help you figure that out, no pressure or sales pitch.
Let me know if you want to talk.
Best,
Alana
Subject: Want me to run some numbers for you?
Hey Tyler,
I can run a few options for life insurance based on where you’re at right now. Takes me just a few minutes.
Would you want me to put something together?
It might help you see what’s possible without making any big decisions yet.
Let me know,
Dani
These aren’t just templates, they’re conversation starters. They succeed because they sound like they’re written by a person, not a marketing department.
They’re short, warm, and approachable. Each one is designed to spark a reply, and that reply is where the relationship begins. And in life insurance, trust and relationships are everything.
If you’re tired of sending emails that feel like shouting into the void, it’s time to try something different. Levitate helps you create personal, authentic outreach that actually gets responses and builds stronger client relationships
Book a demo with a Levitate product expert and see how easy it is to build real relationships through email.
We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.
Book a Demo
.png)
%20(1).png)
