Principal Learning Network

August 13, 2018
10:30 – 11:00 a.m. (Central)

To Participate: 866-599-9219
Password: Focus

Retirement planning with life insurance & My Principal Lifestyle

• Holly Simmer, Sr. Internal Wholesaler – Life Insurance
• Emily Raecker, Sr. Research Consultant

Call objectives

• Learn how the “Power of 3″ can help you provide a simplified supplemental retirement solution.
• Review products and designs commonly used for supplemental retirement income.
• Understand how the automated income platform can help make illustrated values a non-commodity.
• Discuss how the My Principal Lifestyle app can differentiate you with your clients.

For additional help after the call, contact your Life RVP or the National Sales Desk at 800-654-4278.

Check out past discussions on sales opportunities on our Events archive.

Handouts

Retirement Planning Client Approach Brochure (PDF)

Power of 3 Flyer (PDF)

Automated Distributions Flyer (PDF)

My Principal Lifestyle PPT (PDF)