Product & Solutions
| Individual Disability Insurance Products and Services Guide (JJ 1146) | |
| Provides overview of product features for the IDI product portfolio | |
| Navigational Flowchart (JJ 1185) | |
| Includes a flowchart showcasing how you can help clients protect personal, retirement and business assets with Disability Solutions from Principal Life. | |
| Competition Comparison - All Companies (DI 2136) | |
| This piece compares Principal Life's HH750 policy with Met Life Omni Select, Mass Mutual Radius, UNUM Income Series and Guardian Berkshire. | |
| Simplified Sales Program Overview (JJ 1123) | |
| This brochure summarizes the Simplified Sales Programs for DI, DI Multi-Life, OE, and DBO. | |
Underwriting
| Pre-Screening Questions (JJ 1249) | |
| A quick tip sheet that helps producers prepare clients for the application process and determine if they are good prospects for Individual DI insurance. | |
| Tips for Better Underwriting (JJ 1250) | |
| Discusses how thoroughly completing the application can help make the underwriting process go smoother. | |
| Understanding DI Underwriting (JJ 1377) | |
| Discusses key factors in the DI underwriting process. Also covers myths regarding DI insurance. | |
Education/Need for DI
| Who Benefits for DI Coverage flyer (JJ 1385) | |
| This producer piece discusses client market characteristics, the types of solutions we offer, the coverages for various life stages and the marketing materials available. | |
| Know the Facts (JJ 1260) | |
| Brochure describes the importance of income protection and overcomes common myths. | |
| Definition of Disability (JJ 1350) | |
| Compares three different definitions of disability and how each would payout in four different claims scenarios. | |
Approaching Clients
| Cross-Selling DI Sales Kit for Life Producers (KIT 1995) | |
| Includes several marketing pieces to educate you and your clients about Principal Life’s Individual Disability Insurance (DI) offering. Includes claim stories, Simplified DI information, a worksheet for identifying needs, etc. | |
| Approaching Clients with DI (JJ 1383) | |
| This producer flyer outlines the many marketing tools available for approaching prospects and clients about disability insurance. | |
| Do Your Clients Know Their PDQ? E-mail (DI 8215) Take Control of Your Financial Future E-mail (DI 8090) Protect Your Income Today E-mail (DI 8093) |
Claims
| Disabilities Happen to Everyone (JJ 1264) | |
| This consumer brochure highlights brief stories of several real life disabilities. | |
| Claiming Your Disability Benefit (JJ 1075) | |
| Brochure that walks a client through the disability claims process, including how to contact Principal Life in the event of a disability and answers to common claims questions. | |
Compensation Information
| Series 700 Compensation (JJ 1048) (PDF: 88KB) Rewards Over the Long Term - Series 700 (JJ 1343) (PDF: 164KB) Quality Producer Bonus Information (DI2185) (PDF: 161KB) |