CI First Look: Principal Financial Group

by on Apr 05, 2013

Principal Financial GroupPrincipal Financial Group is the newest addition to our Life Insurance Monitor research service coverage group. The firm offers a strong collection of online resources across its public, private and advisor websites. Here, we take a look at some of the firm’s key online features.

Public Site
The Principal’s public website features an good assortment of life insurance product information, a centralized suite of insurance-focused calculators and a variety of contact resources for users that wish to inquire about the firms products and services. Additionally, the site offers a unique Dreamcatcher tool that enables users to post pictures that depict their financial goals.

Principal Dreamcatcher
Principal’s Dreamcatcher Tool Interface

Private Site
A strong collection of life insurance policy information is available to customers on the private website. The login process is straightforward and requires users to input a username and password as well as verify a security image and phrase. The private homepage conveniently acts as the account information display, and additional details are accessible from the Policy Info section. Additionally, the private site features a secure Message Center for client communications with the firm.

Advisor Site
The advisor website features highly-detailed product information pages that also offer policy-specific marketing materials and literature pieces. A variety of sales tools and resources are provided, including two life insurance illustration systems and six downloadable calculators. Additionally, a wealth of prospecting materials and other marketing resources are provided to financial professionals.

Overall Assessment
The Principal Financial Group offers strong online resources and navigation features throughout their websites. A deep selection of life insurance information and related resources are available to prospects on the public site with the Dreamcatcher tool being the most noteworthy. The private site offers clients ample account information while two well-designed life insurance product illustrators are made available on the advisor website to assist with business building efforts.