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Help clients keep retirement plans on track – even during a disability

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DI Retirement Security

DI Retirement Security helps individuals continue saving for retirement if they become too sick or hurt to work. It is issued as a non-cancelable, guaranteed renewable Individual Disability Income (DI) insurance policy (HH750). Now available for individuals working over 20 hours a week!

In the event of a disability, benefits are paid to an irrevocable trust where the funds are invested. Several investment options are available, including trust options, an annuity and mutual funds. Go to www.principal.com/bankerstrust for trust information.

DI Retirement Security (DIRS) may be offered in addition to Individual DI insurance issue limits.

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