Congratulations on a successful 2018!. At Principal®, we value our relationship with you and look forward to a great 2019.
New Privileged Partner brokers1
These brokers have qualified for the 2019 Group Benefits Privileged Partner Program for Principal®. Through the program, Principal recognizes top-producing brokers for new and retained Principal group benefits business, with two prestigious membership levels: Elite and Platinum. Rewards and status grow as business with Principal grows.
UBA Partner Firm | Principal Office | 2019 Status |
Benefit Pro Insurance Services | San Diego | Platinum |
Blueprint Benefit Advisors | New England | Platinum |
BJA Partners | San Diego | Platinum |
Creative Planning Benefits | Kansas City | Elite |
Fringe Benefit Analysts | Phoenix | Platinum |
HORAN | Cincinnati | Elite |
Hagan Hamilton Insurance | Portland | Platinum |
The DeHayes Group | Cincinnati | Platinum |
Shepard & Walton Life Insurance Agency | Houston | Platinum |
Upshaw Insurance Agency | Dallas | Platinum |
Learn more about the rewards of this program.
Technology buzz
1. Ease collaboration
Get your Principal book of business integrated more quickly. Take full advantage of this real-time application program interface (API) integration. This program will save you time initially and throughout the year, eliminating manual upload of your Principal cases to Ease. Best of all, there’s no additional per employee per month cost. This API connection is included in your Ease subscription fee. Get the details.
2. Employee Navigator collaboration
Make the benefit process smooth and hassle-free for your clients with this enrollment and administration solution. And it’s fast. The Principal connection is finalized in minutes – with no need for technical expertise. Data is exchanged weekly, ensuring information is accurate and up to date. It’s easy to set up a carrier connection. Simply connect each client to Principal Data Exchange in Employee Navigator. There’s no additional per employee per month fee. Find out more.
How does your client’s benefit design stack up?
Use our benchmarking tool to find out! The Principal Benefit Design ToolSM provides a personalized report of how your client’s benefit design for dental, disability and life insurance stacks up to similar companies. All you need to do is:
- Gather the client’s benefit design information.
- Go to benefitdesigntoolpp.principal.com.
- Enter the information in the tool.
- Get a personalized report to share with your client.
Continuing Education (C.E.)
Did you know we offer a variety of C.E. courses to help you complete your C.E. requirements? Contact your sales representative to learn more or to schedule a C.E. Here are just a few of the courses available:
- Employee Leave Considerations (new) – talks about eligibility, types of leave, and how leaves work together.
- Using supplemental benefits
- Takeover Cases
- Group Insurance – Understanding Tax Implications
- Group DI – Provisional Basics
- Education & Enrollment of Voluntary Benefits
- Ethics & Compliance
Help boost your clients’ benefits with our customized solutions
No matter how big or small your client’s company or budget, you can depend on employee benefit solutions from Principal. Our flexible products can be customized to meet the needs of your clients and their employees. We offer dental, disability, life, vision and supplemental solutions, including critical illness2 and accident. Contact your sales representative for more information.
1 Principal Privileged Partners are highly valued non-medical producers and have not entered into a legal partnership with any company of the Principal Financial Group®. This program may be changed or discontinued at any time.
2 Specified disease in New York.
Insurance issued by Principal Life Insurance Company, 711 High Street, Des Moines, Iowa 50392.
For financial professional information only. Not for use with consumers or the public.
Please remember to abide by the company’s policy on disclosure of compensation. You can obtain more information as well as a sample disclosure form at www.principal.com.
GP62422 | 03/2019 | © 2019 Principal Financial Services, Inc.