IDI Insider series, online medical record sharing, and DIAM

 

Clients need help
protecting their income

 
 

During this time of no face-to-face contact with clients, take some time to review new tools available for approaching clients about the importance and benefits of income protection.

2020 IDI Insider Series

We know you’re busy. So we’re trying a new format where you can watch the series whenever it’s convenient versus making time for the scheduled call. The latest installment features Josh Potvin—Senior Disability Sales Manager—discussing how to build your income protection conversation.
 

 

Additional resources

Get tools and news at our COVID-19 resource page.

See how your higher-earning clients can get expanded issue limits.

View presentation ›
 

Time-saving medical record sharing

We're working with Human API to make it easier to sell individual disability insurance policies and speed up the application process by helping clients share their medical records electronically during the underwriting process. Traditionally, it can take from three to six weeks to gather this information from medical providers. With this easy online tool, policy issue time is potentially reduced by several weeks since results are immediate. This safe and secure method keeps information protected and allows underwriting completion in a couple of days—offering significant cost savings with fewer cases lost due to process delays.

See how it works and available tools ›

Disability Insurance Awareness Month

Tools and resources are available to raise awareness in your local community in May. We’ll be updating the site soon, so check back to see what's new.

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Here are 5 quick things to know about disability insurance from Principal® – and how it can help you pay everyday expenses if you become too sick or hurt to work. http://bit.ly/2WVFrHh

 

Let's connect:

   

Jami Lehman, Relationship Manager
515-235-9573




Jami Lehman
 
 
     


   

 

 
 

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Disability insurance from Principal is issued by Principal Life Insurance Company, 711 High Street, Des Moines, Iowa 50392
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© 2020 Principal Financial Services, Inc. Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

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DI10146 | 04/2020