Get in front of more clients and provide a valuable, annual check-up, which helps you earn an opportunity to explore additional needs and solutions.

Get started

For financial professionals:

• Use this marketing guide (PDF) to learn about the opportunities and target market.
• Help clients calculate their need or get a quote.
• Host a workshop. Email invite (DOC) | Presentation (PPT)

Additional tools:

• Approach letter (DOC) | Approach email (DOC)
• Client checklist (PDF) | Client ILIT trustee checklist (PDF)
• Client guide to life insurance (PDF)
• Client financial and estate planning workbook (PDF)
• Life insurance beneficiary checklist (PDF)

The retirement income landscape is changing. There are fewer pension plans and much uncertainty about Social Security, tax legislation, and market performance. Now, more than ever, saving for retirement is up to individuals. You can play a big role in helping pre-retirees get prepared and introduce life insurance as an option to supplement and diversify retirement income.

Get started

• Use this marketing guide (PDF) to learn about the opportunities and target market.

Client tools:

• Life insurance and retirement brochure (PDF)
• Tax diversification flyer (PDF)
• Automated retirement income flyer (PDF)

Financial professional tools:

• Retirement planning with Principal Indexed UL Accumulation II
• Automated distributions flyer (PDF)

Contact your internal sales team for additional marketing material.

Talk to your clients about additional uses for life insurance to adapt to future protection, accumulation, and transfer needs. Adding life insurance to complement an existing financial portfolio helps address the need for death benefit protection, as well as those seeking tax advantages, efficient wealth transfer, access to cash, and an attractive rate of return.

Get started

Client tools:

• Help improve your financial future brochure (PDF)
• Life insurance and retirement brochure (PDF)

Life and disability insurance can be used to help meet the needs of key employees as part of a benefit restoration plan. Many employer-provided benefits offer less (as a percentage of pay) to higher-compensated employees. A benefit restoration plan can include solutions like supplemental individual life and disability insurance and bring benefit levels up to a more equivalent percentage of their salaries.

Explore these resources to learn more about the opportunity and help promote the value of benefit restoration with business clients:

• Brochure
• White paper
• Financial professional presentation
• Success story
• Approach email
• Approach video