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.
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