The letter/direct mail bank is a collection of easy-to-use, compliance-approved templates to market yourself and the products and services of Principal.
A variety of templates are available for you to build awareness and stay top-of-mind with clients and prospects.
Click on the following link to access pre-approved letters for use with consumers. Simply choose a letter, customize with your information, print on company letterhead and mail.
General Marketing Consumer Letters (temporarily unavailable)
- Annual reviews and assessments
- Introductions and referrals