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Date
Dear Name,
As Choose an item., you have unique needs when it comes to your financial situation. Years of training
and specialization, along with your high earning potential, make it vital to plan for the unexpected.
If you became too sick or hurt to work, it could affect you:


Today – income is essential to paying everyday living expenses like your home, groceries and so
much more.
Tomorrow – saving for retirement is easier when you’re earning an income.
Principal® offers solutions to help you handle both. If an illness or injury keeps you from earning a salary:


Individual Disability Income insurance provides monthly benefits that work much like your
paycheck to help pay everyday living expenses.
DI Retirement Security pays benefits to a trust so you can continue to save for retirement. You
then access these funds later for retirement income.
Now’s the time to protect the investment you made in yourself. I’ll call you soon to talk about how we can
work together to help you protect the asset you rely on most – your income.
Sincerely,
Name
Title
Phone Number
Email
DI Retirement Security is issued as a non-cancelable, guaranteed renewable, individual disability income
insurance policy. It is not a pension or retirement program or a substitute for such a program. DI
Retirement Security is not available to anyone who is over insured based on Principal Life’s current Issue
and Participation guidelines. It may not be available or the benefit amount may be reduced for certain
occupations if there is existing DI coverage with lifetime benefits. Additional underwriting guidelines may
apply.
This information is provided with the understanding that Principal® is not rendering legal, accounting or
tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to
legal, tax, or accounting obligations and requirements.
Disability insurance has limitations and exclusions. For costs and coverage details, contact me.
Disability insurance from Principal® is issued by Principal Life Insurance Company, 711 High Street, Des
Moines, Iowa 50392
DI9183-02 | 07/2016 | © 2016 Principal Financial Services, Inc.