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Principal Develops Annual Checkup

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An insurer has introduced a tool that can give financial professionals help with reaching out to existing clients.

Principal Financial Group Inc., Des Moines, Iowa, says its new Financial Security Review program includes a Financial Strategies tool that will help professionals work with clients to catalogue and analyze the clients’ existing products.

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Another program component, the From Here to Security planning kit, can help professionals show clients how to use life insurance and disability insurance products to meet their needs, Principal says.