Recognizing top-producing brokers for new and retained business with us
The Principal® Privileged Partner Program is all about acknowledging your value to your clients and—to us.
Enjoy preferred pricing and discounts on services you can use.
It just makes sense. The harder you work to generate Principal® business, the more you should earn, right? We agree. That’s why we make it possible for you to increase your earnings and maximize your bonus payout. Elite and Platinum level qualifiers of the Privileged Partner Program have an opportunity to earn an additional bonus for placing and maintaining group benefits with Principal. This bonus
| Qualification criteria | Bonus formula |
|---|---|
| Elite or Platinum qualifier and 50-69 new coverages | 1% |
| Elite or Platinum qualifier and 70+ new coverages | 2% x annualized first-year premium |
As an Elite or Platinum member, your local office has access to discretionary marketing dollars you can use to grow your business by sponsoring activities that provide exposure for both you and your firm. These funds can help you form relationships with prospective clients and solidify relationships with existing clients. You can use these funds for one large event or several smaller activities. Your marketing funds expire December 31 and must be requested by December 1.
Below are ideas on how to use your funds. Work with your local sales representative or dedicated relationship manager to redeem your marketing funds.
- Host an event attended by prospective or existing clients
- Purchase co-op advertisements in employer print or online publications
- Support local chamber of commerce events
- Sponsor your local Association of Legal Administrators chapter
- Plan an appreciation event for existing clients
- Purchase client lead lists for direct mail campaigns
- Create a direct mail campaign for prospective clients
As an Elite member of the Privileged Partner Program, you can attend one of the following events in 2026. Both events give you the opportunity to network with your peers and work with Principal® senior leadership to shape future products and services.
As our guest, your travel expenses, food, and lodging will be provided at no cost.
Principal Charity Classic
This annual PGA TOUR Champions event attracts a strong field of professional players, including Miguel Ángel Jiménez, Stephen Ames, Jerry Kelly, and many more. Since 2007, the event has contributed more than $73 million to charities who invest in the future of Iowa kids.
You’ll play 18 holes in the ProAm event, among other activities June 9-11, and are welcome to stay to watch the tournament at your own expense June 12-14.
June 10-14, 2026
Wakonda Club
Des Moines, IA
www.principalcharityclassic.com
Tax-qualified business meetings are on the agenda from June 9-11. If you attend the business meetings, the trip will not be taxable to you. You're welcome to stay June 12-14 at your own expense.
Broker Summit
Join us for the 2026 Broker Summit in this vibrant mountain town in Northern Utah. This event offers the ideal opportunity to network with peers and Principal leadership in a beautiful location. You’ll get tools, resources, and inspiration you can put into action when you get back to helping your clients.
Aug 2-5, 2026
Stein Eriksen Lodge Deer Valley
Park City, Utah
Stein Eriksen Lodge Deer Valley | Luxury Park City Hotels
Tax-qualified meetings are on the agenda. If you attend the business meetings, the Broker Summit will not be taxable to you.
You work hard, with outstanding results. That's why we're pleased to provide you with dedicated professionals committed to helping you grow your business.
Your dedicated relationship manager.
Cindy Harrison serves as your single point of contact at our corporate office and is dedicated to your success by providing focused attention on your specific needs. She can be reached at 515-247-6106.
Your dedicated group benefits team.
Principal® provides you with a competitive advantage—a dedicated group benefits team whose job is to provide you with personalized administration, claim, and commissions assistance by email or phone. Bottom line—you’re not competing with every other broker for time and attention. You’ll get the support you need faster and easier.
Here's how to reach out for help:
Privileged Partner group benefits team (broker use only)
Phone: 866-341-6588
Email: exclusivepartner@principal.com
Hours:
Monday-Thursday: 7:30 a.m. – 5:00 p.m. CST
Friday: 7:30 a.m. – 4:00 p.m. CST
You'll find a collection of resources available at principal.com/groupbenefits to help you navigate the group products and find materials for use with clients.
In particular, these helpful research findings and tools from Principal® can help you build a stronger business and connect more closely with your clients.
Research
News room. The latest insights from our experts on attitudes, behaviors, and trends that impact long-term financial security. Thought leaders from across the globe provide data analysis, research, and perspective on the economy, investment management, retirement security, and more.
Business Owner Insights. Insights to help you shape planning conversations to address client priorities—while creating additional sales opportunities.
Economic commentary. Get research, opinions, and expertise from Principal Global Investors.
Tools
Principal Business Needs Assessment. Help employers protect their business, employees, and lifestyle by uncovering planning needs with an innovative digital assessment tool.
Principal Benefit Design Tool. Delivering industry and regional benchmarking comparisons, this digital tool helps you spend less time collecting outside data and more time consulting on a benefits package that helps clients stay competitive in the job market.
Learn more about the connections Principal has with Ease and Employee Navigator to offer integrated online solutions for benefits administration and enrollment.