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Events

Check out these learning opportunities from The Principal. 

Please Note: This list is not inclusive of all the events and activities scheduled. 
 

Upcoming Events

Date Event/Details
Disability Insurance
Various dates The IDI Insider Series

Phone and code for all dates below:
888-804-6749
Conf Code – 2119366418

January 24, 2018 - Underwriting like a champ
9:30 a.m. – 10:30 p.m. (Central)
Hosted by JaneAnn Florez and Mike Holmes –
Sr. IDI underwriters
Join the webinar

April 24, 2018 - Our customers, our claims service
9:30 a.m. – 10:30 p.m. (Central)
Hosted by Jason Hollis – Director of claims

July 17, 2018 - The income protect conversation
9:30 a.m. – 10:30 p.m. (Central)
Hosted by Mike Cogdall and John Brady –
Managing DI Regional Vice Presidents

October 2018 - Servicing tips and leveraging your resources
9:30 a.m. – 10:30 p.m. (Central)
Hosted by Tammy Auderer – Director of IDI operations

Archived Events

Date Event/Details
Business Market Solutions
Nov 6 Things that worked well in 2017 & sales opportunities to look for in 2018 (29:05)
Sept 11 Key Person Opportunities (29:08)
July 10 Introducing the Family Business Approach Package (28:08)
May 1 Working With the New Buy Sell Review Format (28:45)
March 6 Life Insurance in Retirement Planning (22:49)
Jan. 9 Business Market Opportunities (24:55)
Disability Insurance
Feb 22 DBO HH794 Training
View handout | Listen to recording
Nov 24 Power Training Call
View handout | Listen to recording
Aug18 Power Training Call
View handout | Listen to recording
Life Insurance
Oct 16 The new Principal Indexed Universal Life Flex II is the next generation of lower cost IUL (25:08)
Aug 21 Help clients do more in retirement using life insurance (22:50)
April 21 New Term - May 2017 (28:03)

Retirement Income

Access our 2017 recorded webinars and enter the password Principal2017. Each recording is pre-approved for one, 1-hour continuing education credit for the following designations: CFP, CLU, ChFC, RICP and CRPC. You must successfully pass a 10-question exam to each credit. CE will be reported directly to the CFP Board; all other designations are self-reported.


*JD is an educational degree and holder does not provide legal services on behalf of the companies of the Principal Financial Group®.

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