Close Close

Life Health > Life Insurance

Principal Develops Annual Checkup

Your article was successfully shared with the contacts you provided.

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.

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.


© 2023 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.