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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

Business Market Solutions

April 2 Property & Casualty Market Opportunities PLN
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Disability Insurance

Various dates The IDI Insider Series

Phone and code for all dates below:
Conf Code – 2119366418

April 24, 2018 - Our customers, our claims service
  • Hosted by Jason Hollis – Director of claims
July 17, 2018 - The income protection conversation
  • Hosted by Mike Cogdall and John Brady –
    Managing DI Regional Vice Presidents
October 9, 2018 - Servicing tips and leveraging your resources
  • Hosted by Tammy Auderer – Director of IDI operations

Archived Events

Date Event/Details

Business Market Solutions

March 5 Key employee benefits (28:46)
Jan 8 Effects and Opportunities from 2017 Tax Reform (31:38)
Nov 6, 2017 Things that worked well in 2017 & sales opportunities to look for in 2018 (29:05)
Sept 11, 2017 Key Person Opportunities (29:08)
July 10, 2017 Introducing the Family Business Approach Package (28:08)
May 1, 2017 Working With the New Buy Sell Review Format (28:45)
March 6, 2017 Life Insurance in Retirement Planning (22:49)
Jan. 9, 2017 Business Market Opportunities (24:55)
Disability Insurance
Jan 24 The IDI Insider Series
Underwriting like a champ
Hosted by JaneAnn Florez and Mike Holmes – Sr. IDI underwriters
View presentation (PDF) (DI9801) | Listen to a recording (20:36)

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)
March 12 Deferred Comp Plans in a Post Tax Reform World (25:30)

Retirement Income

Access our 2018 recorded webinars and enter the password "Principal!". Only some of the live and recorded sessions will be approved for continuing education (CE) credit. The CE credits are for the following designations: CFP®, CLU®, ChFC®, RICP® and CRPC®. CE will be reported directly to the CFP Board; all other designations are self-reported. Learn more.

*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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