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Cross-Selling

One of the best ways to increase sales is to talk to existing clients and help them uncover critical gaps in their current financial plans. A key need many clients face is not having coverage to protect their most valuable asset – their income.

Principal Life has resources you can use to approach clients about income protection. No matter what your sales focus/client base, a variety of tools are available.

Consumer Materials

Key materials listed below.

Risk protection infographic - life & disability insurance (LH141)
This infographic graphically shows how people need to protect against both premature death and disability. 
View (PDF)

Producer Materials

Key materials listed below.

Cross-sell booklet (JJ2240C)
Are you a P&C, group, life insurance, retirement or financial professional looking to get in the DI market? This guide can help you get started. 
View (PDF) • Customize 

The Income Protection Conversation (DI9173)
For producers. This presentation covers opportunities to cross-sell income protection from a variety of other financial solutions.
View (PPT)

DI9480

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