Disability Insurance Illustrations

The Principal Marketing and Illustrations software is a powerful tool for generating customized proposals with marketing materials. Many use the illustration reports to help close an IDI sale.

Getting Access

• Register to download the software here. 
• Once registered, the software can be located through Start, Programs, Principal Mktg & Illustrations, Disability Insurance. It may also appear on your desktop as an icon of a file folder with the words Principal Mktg & Illustrations.

Don't forget, you can always have a proposal ran by contacting your local sales office or the DI National Sales Desk at 800-654-4278, option 2, 2.

Proposal Request Forms

Use these proposal forms to help capture necessary information. 

• Client information form (JJ2300) (PDF)

Questions?

• TECHelp Line – 800-786-4461 (technology support)
• DI National Sales Desk – 800-654-4278 option 2, 2 (illustration support)

DI9947– 10/2018