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Marketing Campaign Tools

Campaigns to Go

Execute an integrated marketing campaign for the products and concepts below. Campaigns include an email series to help advisors learn, approach, consult, and take action.

eKits

Share the following eKits with advisors to help them learn more about the following opportunities. Included are links to key marketing materials to help them get started.

Individual Retirement with Life Insurance Approach eKit (LF858)
Get email (OFT)

Property & Casualty Approach eKit (LF828)
Get email (OFT)

Agriculture Approach eKit (LF829)
Get email (OFT)

Business Solutions Approach eKit (LF827)
Get email (OFT)

Instructions

  • Web Banner Ads – Download and post ads directly to your website by right-clicking on the logo, then clicking copy and paste onto your site. Ads direct users to a public site on advisors.principal.com. Contact us with any questions.
  • Co-branded Email Templates – Select "Order Co-branded " to request an email template (.oft file) co-branded with your logo and three lines of personal contact information. You must have Outlook to open templates. If you simply want to add your contact information and no logo, then click on the View link, customize with your contact info and use immediately.
  • Co-branded Print Materials – Select "Order Co-branded" to request a piece co-branded with your logo and including three lines of personal contact information. May request electronic PDF or printed pieces.
  • Social Media Content – Copy the desired posts directly into your Twitter, LinkedIn and/or Facebook accounts.

Co-Brandable Materials

Standard Timing

  • Email templates and PDFs: 5 business days
  • Printed materials: 10 business days (printing), plus 3-7 days (shipping)
  • Co-brand Request Form: Life Brokerage

For financial professional information only – not for use in sales situations.

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