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.
Proposal Request Forms
Use these proposal forms to help capture necessary information.
- Client information form (JJ2300) (PDF)
- TECHelp Line – 800-786-4461 (technology support)
- DI National Sales Desk – 800-654-4278 option 2, 2 (illustration support)