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Powerful Resources from The Principal 4th Q 2017

Posted on: December 10th, 2017


Powerful Resources 4th Qtr 2013
Follow these three tips for getting more Principal Life Insurance Company Individual Disability Insurance (IDI) business on the books before year-end:

1 Leverage our NEW Simplified DI limits
Our Simplified Sales Program offers a great way to get IDI business processed quickly. To better serve you and your clients, we’ve increased the limits for Individual Disability Income (DI) insurance.

  • Up to $4,000 for Simplified DI Single-Life
  • Up to $6,000 for Simplified DI Multi-Life

All riders are available, including our competitive Benefit Update. We also offer Simplified underwriting on Overhead Expense and Disability Buy-Out insurance.Don’t forget – full commissions are paid on all Simplified policies!

2 Overcome clients objections with our sales ideas
As you’re making your last push for 2013 IDI sales, you may hear these common client concerns:

  • “I won’t need it; I won’t become disabled.”
  • “I can’t afford it” or “It’s not worth it.”
  • “I have other coverage so I’m already protected.”

Principal Life has a variety of tools that specifically address these objections, including a new brainshark with approach tips. You’ll find them all  

3 Know Principal Life’s year-end business submission dates
To make sure you get credit for IDI business in 2013, be aware of these key dates:

  • Financial underwriting requirements must be received by Tues., Dec. 17th.
  • Final delivery requirements must be received by Mon., Dec. 30th.

Additional tips

  • Have routine requirements scheduled as soon as possible.
  • Thoroughly complete all forms and obtain signatures.
  • When possible, provide premium payment with the application.
Contact us
Courtney Wilson
Fortify Insurance Group
114 East Avenue, Suite #3
Norwalk, CT 06851
(203) 226-4077


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Principal Life Insurance Company, 711 High Street, Des Moines, Iowa 50391
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