Disability Insurance Illustrations
The Principal Marketing and Illustrations software is a powerful tool for generating customized proposals with marketing materials. Many use the illustration reports to help close an IDI sale.
- Register to download the software here.
- Once registered, the software can be located through Start, Programs, Principal Mktg & Illustrations, Disability Insurance. It may also appear on your desktop as an icon of a file folder with the words Principal Mktg & Illustrations.
Don't forget, you can always have a proposal ran by contacting your local sales office or the DI National Sales Desk at 800-654-4278, option 2, 2.
- User Guide (DI2747) (PDF)
- Updating the illustration system (DI9151) (PDF)
- Common DI and DIRS policy designs (JJ2066) (PDF)
- Sample illustration options (JJ2065) (PDF)
- Key features of the system (1:17) (video)
- How to navigate the system (2:22) (video)
- How to use the premium summary report (1:14) (video)
Proposal Request Forms
Use these proposal forms to help capture necessary information.
- Proposal Request Form (JJ1607C) (PDF)
- TECHelp Line – 800-851-3343 (technology support)
- DI National Sales Desk – 800-654-4278 option 2, 2 (illustration support)