Principal Kit Helps Advisers Target Life Events

According to Principal, the Life Events kit shows advisers: how to identify when life events are occurring; what life event strategies to use with clients; how to help clients identify what might need to be done through a series of event-specific checklists; and how to use life events to build an existing book of business.

“Life events—like getting married, buying a home, or retiring—give financial professionals an array of opportunities to demonstrate their value, deepen relationships and provide additional solutions to existing clients,” said Steve Becker, vice president, Business Development—Annuity Services at The Principal.  “It can be much easier and more profitable to cross-sell to existing clients than to sell to new clients.”

The kit is the latest segment within Principal’s More Business. Less Time. program.