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Your IDI playbook. Getting started with The Achievement Group.
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Individual Disability Income: 10 tips to get started

  1. Ask for help. We're here for you every step of the way - before, during, and after the sale.
  2. Buy a policy on yourself. If you don't own a policy, it's hard to talk as passionately about the importance of income protection. Plus, undergoing underwriting helps you understand the steps clients will take.
  3. Share the promise being made. Principal Life will be there when your clients experience the unexpected. Our 97%* claimant satisfaction score shows we stand by that promise.
  4. Tackle the business owner and employee benefits marketplace.
  5. Get to know our comprehensive IDI portfolio. Address personal, business, and employee benefit needs.
  6. Explore a niche market and make it your own. Ask us about free databases and approach tools to help you get established in a niche market.
  7. Don't let underwriting myths hold you back.
    • Our underwriters are just a phone call away.
    • Preliminary underwriting gives you a quick assessment of your case.
    • Simplified underwriting helps streamline requirements.
  8. Get social. Share your message, interact with prospects, and get to know them better. Use our pre-approved posts and get started on Twitter, LinkedIn, and Facebook.
  9. Develop your sales talk. Check out creative (and proven) ways to overcome common sales objections at principal.com/IDIsalestools.
  10. Understand the competition. Typically it's not another carrier or advisor that stops a client from buying coverage. Rather, it's everyday things like busy schedules, balancing budgets, and lack of awareness.
Tip:
Ask about our Product and Program Profiles to get the details you need to sell with confidence.
Did you know?
Business owners' #1 priority is business protection. #3 is income protection. They need your expertise to take action.
 
Call or email John for a hand with your next Individual Disability Income case.
(866) 845-5292
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