2016 Drip Campaign

Advisor: _____________________________________
2016 Individual Drip Campaign

Please choose one email for each month highlighted in blue from the below list by writing the number of the email
in the corresponding box for the month that you want that email to go out. Examples of each email are on the
following pages. Please tear out this page and return it to Chelsea Beebe at beebe.chelsea@principal.com before
March 1st.
Drip Campaign Schedule
Content
Quarterly e-Newsletter
Week of February 8th

Week of March 7th
Week of April 4th
Week of May 9th

Week of June 6th
Week of July 4th
Week of August 8th

Week of September 5th
Week of October 10th
Week of November 14th

Week of December 5th
Opt in to Quarterly e-Newsletter from Home Office?*
YES or NO
*If you selected NO, please chose 4 additional emails for the months of February, May, August, and November. If
you selected YES, you do not need to choose additional content for those months.
Opt in to Business Owner drip campaign?**
YES or NO
** If you selected YES, please email Chelsea Beebe your Business Owner client list so that she can prepare this
campaign for you.
If you have not done so already, please ensure that Chelsea has your most current client list
by February 1st so that she can provide the most accurate list to Home Office for the First
Quarter drip campaign.
Annuities/Retirement
1.)
2.)
3.)
4.)
5.)
Making the transition into retirement

Your moment of retirement!
Components of a successful plan
The importance of guaranteed income
Do as I say, Not as I did video
Life Insurance
6.) Are YOU covered?
7.) Keep up with lifes changes
8.) MYTH: Buying term insurance is best
9.) MYTH: Life insurance is just for older people
10.) MYTH: Im covered, I have life insurance through work
11.) MYTH: Life insurance is expensive
12.) MYTH: You only need life insurance if you have kids
13.) Term insurance: An edge against the unexpected
14.) Will your loved ones be secure if something happens to you?
Disability Insurance
15.) The best kept secretIncome Protection
16.) Protect your retirement assets with DI Retirement Security
17.) Whats the value of Income Protection?
18.) Its time to get the facts straight about Income Protection
19.) Setting the record straight about disabilities
20.) Is group disability coverage enough?
21.) You can protect your income for the cost of a cup of coffee
22.) Are you protected from the threat of a disability?
23.) This is why protecting your impact is so critical
24.) Income Protection: Impact of a disability
1
Beebe, Chelsea
From:
Sent:
To:
Subject:
Chelsea Beebe <beebe.chelsea@principal.com>

Thursday, January 21, 2016 10:07 AM
Beebe, Chelsea
Making the transition into retirement
Dear Chelsea,
"Don't retire from something; retire to something!"
Is your current retirement plan providing you with the necessary ingredients for a
successful and stable retirement? Click on the below video to learn more about how
The Principal Financial Group can help you make the transition into retirement.
Chelsea Beebe
Senior Marketing Coordinator
Principal Financial Group
Southern California Business Center - A530
18101 Von Karman Ave., Suite 1150
Irvine, CA 92612
Phone: 949.988.5513 Direct
Fax: 949.442.7697
Email: Beebe.Chelsea@principal.com
https://www.principal.com/businesscenter/southerncalifornia/
http://www.facebook.com/PFGSouthernCalifornia
Disclosures and Terms of Use | Privacy and Security
2
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Your moment of retirement
Dear Chelsea,
Retirement can be one of life's most exciting and satisfying times.

But you may have concerns about outliving your savings. Or you may wonder what life will be like
without a steady paycheck.
I understand how a little planning and a new strategy can help smooth the transition from receiving a
paycheck to creating your own check, or mycheck.
I can help guide you through this new phase in your life. And this short video from the Principal
Financial Group shows how.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
3
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Components of a successful plan
Dear Chelsea,
How many buckets do you have your money in?
Click here to watch a short video from Principal Financial Group's Randy Malone, on how
to build the components of a successful plan into your own retirement.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
4
Beebe, Chelsea
From:
Sent:
To:
Subject:

Friday, January 22, 2016 1:55 PM
Beebe, Chelsea
The importance of guaranteed income
Dear Chelsea,
Will you have a guaranteed income when you retire?
Click here to a watch a quick video from the Principal Financial Group to learn more
about how you can create a reliable income stream in your retirement.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
5
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
"Do as I say, not as I did"
Dear Beebe,
What are your fears about retirement?
Click here to a watch a short video about what real people approaching the age of
retirement wish they had done to plan for their retirement.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
6
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Are YOU covered?
Are YOU covered?

Dear Chelsea,
Life insurance can help protect you and your
family when the unexpected happens.
Check out our short video and calculator to learn
more to make sure you are covered.
For more information
Contact me at beebe.chelsea@principal.com or
(949) 988-5513.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
Watch
video
to learn more
about life
insurance
Calculate
your
insurance
need
If you do not want to receive any further marketing emails, let us know by replying
and we'll remove you from our office email list.
6
Insurance products from the Principal Financial Group (The Principal) are issued by
Principal National Life Insurance Company (except in New York) and Principal Life
Insurance Company, Des Moines, Iowa 50392. 2015 Principal Financial Services, Inc.,
711 High Street, Des Moines, Iowa 50392
LF 382-2 | t14072803fr | 08/2015
7
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Keep up with life's changes
Keep up with Life's Changes

Dear Chelsea,
With each step in life, the one constant is change.
And change can profoundly affect your insurance and financial planning goals.
At the Principal Financial Group we're committed to helping you keep your life insurance in
step with your life. I invite you to come in for a complimentary life insurance review to
discuss your goals and objectives.
Top 10 indicators a review is needed

While the world around us constantly changes, many personal factors can impact your life
insurance needs, too, including but not limited to:
Marriage (or divorce)
Job change or promotion
Purchase of a home
Retirement/preparing for retirement
Birth or adoption of a child
Death in the family
Charitable interests
Disability of a family member
Inheritance or other financial

windfall
Completion of financial obligation

(debt, child support payments, etc.)
You change the oil in your car every 3,000 miles, have regular check-ups with your doctor
and file your tax returns every year, but when was the last time you evaluated your life
insurance?
I will call you in a few days to schedule a meeting.
Chelsea Beebe
Irvine, CA 92612
7
Fax: 949.442.7697
If you do not want to receive any further marketing emails, let us know by replying and we'll remove you from our office
email list.
Principal National Life Insurance Company and Principal Life Insurance Company, 711 High Street, Des Moines, Iowa
50392. Insurance issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities
offered through Princor Financial Services Corp., 500-247-1737, Member SIPC. Principal National, Principal Life, and
Princor are members of the Principal Financial Group, Des Moines, IA 50392.
Copyright 2015 Principal Financial Services, Inc. "The Principal," "The Principal Financial Group," the Edge Design,
"We'll Give You An Edge" and the illustrated character are registered service marks of Principal Financial Services, Inc.
LF496 | t14121902qc | 02/2015
8
Beebe, Chelsea
From:
Sent:
To:
Subject:

Thursday, January 21, 2016 12:30 PM
Beebe, Chelsea
MYTH: Buying term insurance is best
MYTH:
Term life insurance is always a better

choice than permanent/cash value life
insurance.
FACT:
It's true that the premium for a term life

policy can be less expensive (in the short
term). However, the cost of coverage with
other types of policies that provide a cash
value may end up being less over time.
Dear Chelsea,
Many policies offer a conversion
provision, guaranteeing the insured's
right to convert a term policy to a
permanent policy at the same
insurability rating within a specified
time limit. So, the earlier you buy, the
better off you may be.
Life changes and so do your life
insurance needs. That's why it's
important to review your financial
situation regularly.
Calculate your life

insurance needs.
Use this guide to
help determine
what type of
policy may be
right for your
situation.
Contact me today!
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
Insurance issued by Principal National Life Insurance Co. (except in NY) and Principal
Life Insurance Co. Securities offered through Princor Financial Services Corp., 800-2471737, Member SIPC, and/or independent broker/dealers. Principal National, Principal
Life and Princor are members of the Principal Financial Group, Des Moines, IA
50392.
2015 Principal Financial Services, Inc., "The Principal", "Principal Financial Group",
"We'll Give You An Edge", the Edge Design and the illustrated character are registered
service marks of Principal Financial Services, Inc.
LF617 | t1508070dck | 08/2015
9
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
MYTH: Life insurance is just for older people
Follow Up Flag:
Flag Status:
Follow up
Completed
MYTH:
Only older people need life insurance.
FACT:
It's true, often younger individuals are less

likely to die, but they are much more likely
to leave behind a younger family that may
struggle financially without the help of
income replacement from a death benefit.
Dear Chelsea,
It's also a great time to buy because
the younger you are, the more likely it
may be that you are healthy and may
qualify for better rates. Plus, if you
purchase a policy now, you
guarantee the existing coverage if
something happens to you.
Calculate your life

insurance needs.
9
Contact me today!
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
50392.
LF614 | t1508070dck | 08/2015
10
Beebe, Chelsea
From:
Sent:
To:
Subject:
Beebe, Chelsea
Wednesday, February 03, 2016 12:45 PM
Beebe, Chelsea
MYTH: I'm covered, I have life insurance through work
MYTH:
The life insurance through my

employer is enough.
FACT:
In some cases, this may be true as long as you have no

dependents or major debts.
Dear Chelsea,
But, what happens if you lose your job?
This could leave you without coverage
at an inopportune time.
Contact me today!
Chelsea Beebe
Calculate your life

insurance needs.
10
Irvine, CA 92612
Fax: 949.442.7697
50392.
LF615 | t1508070dck | 08/2015
11
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
MYTH: Life insurance is expensive
MYTH:
Life insurance is expensive.
FACT:
Life insurance is actually less expensive

than you might think.
Dear Chelsea,
An industry study found 80% of people
overestimate the cost of life
insurance!1 Life insurance comes in
many shapes and sizes to match your
needs and budget.
2015 Insurance Barometer Study, Life Happens and
LIMRA.
1
True Cost of Life

Insurance
View infographic.
Calculate your life

insurance needs.
11
Contact me today!
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
50392.
LF616 | t1508070dck | 08/2015
12
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
MYTH: You only need life insurance if you have kids
MYTH:
You only need life insurance

if you have kids.
FACT:
Life insurance isn't only for people with

children. Even people without children may
leave behind joint debts, funeral expenses
and other bills that need to be paid.
Dear Chelsea,
Life insurance can also provide a
spouse with income replacement
during a difficult time and serve as
part of a diversified investment
portfolio.
Calculate your life

insurance needs.
12
Contact me today!
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
50392.
LF613 | t1508070dck | 08/2015
13
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Term insurance: An edge against the unexpected
Affordable Term coverage to

protect what matters most
Dear Chelsea,
Getting married. Starting a business. Buying a home. One of the
most important things you can do is protect the life you have
built. Term insurance from the Principal Financial Group can
offer you the financial protection you need:
Affordable, tax-free death benefit.1
Guaranteed protection for the policy period you choose:

10-, 15-, 20- and 30-year.2
Flexibility for your future using our conversion option.

This allows you to convert your term policy to a
permanent policy as your insurance needs change,
without the hassle of additional underwriting.3,4
13
Contact me today for a personalized quote.
Life insurance proceeds generally pay to the beneficiary federal income-tax free.
If you continue the term policy past the guaranteed premium period, the premium
will increase and may become less attractive.
3
When you are ready to convert, you have the option to select the best suited
product available for conversion at that time.
4
If a term policy is converted to a permanent plan that offers the Chronic Illness
Death Benefit Advance rider, the insured must undergo full underwriting to add this
rider.
1
2
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
Insurance products issued by Principal National Life Insurance Co. (except in NY) and
Principal Life Insurance Co. Principal National and Principal Life are members of the
Principal Financial Group, Des Moines, IA 50392.
For financial professional use only. Not for distribution to the public.
2015 Principal Financial Services, Inc. "The Principal", "Principal Financial Group",
LF644 | t151002037q | 10/2015
14
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Will your loved ones be secure if something happens to you?
Dear Chelsea,
"1 in 3 Americans would feel the financial impact of the loss of a primary income earner in
just one month!"
Click below to watch this short video, and then call me today to discuss if your plan for the
future is protecting the people you love most.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
15
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
The best kept secret--Income Protection
Unlock the income protection mystery

Dear Chelsea,
The best kept insurance secret: You can protect your

income, just like you protect your home, life or car.
Take the first step to protecting your everyday. Try the
Income Protection Calculator (principal.com/dicalc) to
see what solution makes sense for you and what it may
cost.
Share this post on social media to encourage others to protect their income:
I just tried the Income Protection Calculator. See what it takes to
#protectyoureveryday: principal.com/dicalc
For more information about protecting your everyday, contact me.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
Disability insurance has certain limitations and exclusions. For costs and complete details of coverage, contact your
Principal Life financial representative.
If you do not want to receive any further marketing emails, let us know by replying and we'll remove you from our
office email list.
Principal Life Insurance Co., 711 High Street, Des Moines, IA 50392
Copyright 2015 Principal Financial Services, Inc. "The Principal," "The Principal Financial Group," the Edge
Design, "We'll Give You An Edge" and the illustrated character are registered service marks of Principal Financial
Services, Inc.
DI9302 | 06/2015
16
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Protect your retirement assets with DI Retirement Security
Dreaming about retirement?

Dear Chelsea,
What would happen to your retirement dreams if you became too sick or hurt to work?
Without an income, could you continue to save and make contributions to your
retirement plan? Chances are, any employer matches you're receiving would stop, as
would Social Security contributions.
Consider DI Retirement Security from Principal Life Insurance Company. If you
become too sick or hurt to work, this coverage pays benefits to a trust for you to access
later as retirement income. It helps you continue to save for your future dreams.
As you can see from the graph, a

permanent disability could disrupt
your retirement savings.
Watch this brief presentation to
learn more.
For more information, contact me today.

Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
16
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 for government employees or 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.
While this communication may be used to promote or market a transaction or an idea that is discussed in the
publication, it is intended to provide general information about the subject matter covered and is provided with the
understanding that The Principal is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may
not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other
advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
If you do not want to receive any further marketing emails from our office, please let us know by replying and we'll
take you off our office email list.
Principal Life Insurance Company, 711 High Street, Des Moines, Iowa 50392
HH750
2013 Principal Financial Services, Inc. "The Principal", "Principal Financial Group", "We'll Give You An Edge", the Edge
Design and the illustrated character are registered service marks of Principal Financial Services, Inc.
DI 8059-5 | 07/2013
17
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
What's the value of income protection?
Are you protecting your most important asset?

Dear Chelsea,
You probably don't think twice about insuring your car. But, are you protecting the asset that
pays for that car, the insurance and all of life's other necessities - your income? With
Individual Disability Income (DI) insurance from Principal Life Insurance Company, if you
become too sick or hurt to work, you receive monthly benefits to help cover everyday living
expenses and maintain your lifestyle.
Hypothetical example of how paycheck protection
compares to common monthly car expenses
CAR INSURANCE
PAYCHECK PROTECTION
2014 Chevrolet Equinox LS:

$17,000 trade-in value
$150,000 annual income; $6,900

monthly Individual DI benefit
$75 per month premium for car

insurance - 19% of the car's tradein value
$233 per month premium for an

Individual DI insurance policy 1.8% of annual income
When you compare the cost to the value of what's being insured, Individual DI insurance could
be one of the least expensive coverages you can purchase!
Give me a call and we can talk about your specific needs.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
Comparing the cost of individual DI insurance to the cost of car insurance is for illustrative purposes only. Disability insurance
and car insurance serve distinct coverage purposes and have different risk profiles. No company of the Principal Financial Group
offers car insurance.
17
20,000 miles, excellent condition, as seen on www.kbb.com, July 2015.
"Average Cost of Car Insurance Rates", dmv.org, July 2015.
Principal Life policy for a non-tobacco, Michigan resident, 40-year-old male, 5A occupation class, 90-day elimination period, To
Age 65 Your Occupation and Benefit Periods, Residual Disability and Recovery Benefit rider.
1
2
3
Disability insurance has limitations and exclusions. For costs and coverage details, contact your Principal Life representative.
If you do not want to receive any further marketing emails, let us know by replying and we'll remove you from our office email
list.
Copyright 2015 Principal Financial Services, Inc., 711 High Street, Des Moines, Iowa 50392
"The Principal," "Principal Financial Group," the Edge Design, "We'll Give You An Edge" and the illustrated character are
registered service marks of Principal Financial Services, Inc.
DI8772-1 | 07/2015
18
Beebe, Chelsea
From:
Sent:
To:
Subject:

Friday, January 22, 2016 8:30 AM
Beebe, Chelsea
It's time to get the facts straight about income protection
Your financial security could be at risk

without income protection
Dear Chelsea,
Don't think you need to protect your income? Think
again.
How would you pay everyday expenses if you became
too sick or hurt to work?
Consider:
1 in 4 of today's 20-year-olds will become

disabled before they retire.1
57% of Americans only have enough money to

pay 6 months or less of their bills.2
Get the facts about protecting your income and learn
how Individual Disability Income (DI) Insurance from
Principal Life Insurance Company can help keep your
financial future protected.
For More Information

Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
1
2
Social Security Administration, Fact Sheet, April 2014.

Council for Disability Awareness, Consumer Disability Awareness Study, 2014.
Disability insurance has limitations and exclusions. For cost or coverage details, contact your Principal Life financial representative.
If you do not want to receive any further marketing emails, let us know by replying and we'll remove you from our office email list.
Principal Life Insurance Company, 711 High Street, Des Moines, IA 50392.
18
Copyright 2015 Principal Financial Services, Inc. "The Principal," "The Principal Financial Group," the Edge Design, "We'll Give You
An Edge" and the illustrated character are registered service marks of Principal Financial Services, Inc.
DI8763-1 | 09/2015
19
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Setting the record straight about disabilities
Setting the record straight

Dear Chelsea,
There are many misperceptions about disabilities. Let's debunk a few of the myths:
Perception: I'm careful. I won't get hurt. Reality: Only 10% of disabilities are
caused by injuries. Most are caused by
illnesses.
1
Who do you know who has suffered from cancer, heart disease or debilitating back
pain?
Perception: I can rely on my savings.
Reality: The average disability lasts

more than 2 years. Can your
savings last that long?
2
Principal Life Insurance Company has tools to help you determine how much
Individual Disability Income insurance you might need. We can also show you how
this coverage has made a big difference in one claimant's life.
Call me to learn more.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
1
2
Council for Disability Awareness Long-Term Claims Review, 2014.

Gen Re, U.S. Individual DI Risk Management Survey, 2011, based on claims closed in 2010, most recent available.
If you do not want to receive any further marketing emails from the Principal Financial Group, please let us know
by replying and we'll remove you from our office email list.
local Principal Life representative. Not all products may be available in all states.
19
Principal Life Insurance Company, 711 High Street, Des Moines, Iowa 50392
2014 "The Principal," "Principal Financial Group," the Edge Design and "We'll Give You An Edge" are registered
service marks and the illustrated character is a service mark of Principal Financial Services, Inc.
DI8502-1 | 11/2014
20
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Is group disability coverage enough?
Is Your Income Fully Protected?

Questions to ask about your group coverage
Dear Chelsea,
If you became too sick or hurt to work,
would your group long-term disability
(LTD) insurance be enough to cover
your monthly bills? Do you know:
How long you'd have to wait to

collect group LTD insurance
benefits?
What percentage of your

paycheck you'd receive? Is your
bonus and incentive pay covered?
If you'd have to pay taxes on the

benefits you receive?
If you could keep your coverage

if you change jobs?
If you could afford to live on 60% of
your gross income?
Group coverage is a great start, but it may not provide enough protection. Adding
Individual Disability Income (DI) insurance helps protect more of your income. To learn
how much income protection you may need, check out our new Income Protection
Calculator.
Calculate Your Income
Protection Needs
Contact me to learn how to protect more of your income

Chelsea Beebe
Irvine, CA 92612
20
Fax: 949.442.7697
1
2
Social Security Administration, Fact Sheet, April 2014.

Council for Disability Awareness, Consumer Disability Awareness Study, 2014.
Disability insurance has limitations and exclusions. For cost or coverage details, contact your Principal Life financial representative.
Copyright 2015 Principal Financial Services, Inc. "The Principal," "The Principal Financial Group," the Edge Design, "We'll Give You
An Edge" and the illustrated character are registered service marks of Principal Financial Services, Inc.
DI8763-1 | 09/2015
21
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Are you protected from the threat of a disability?
Learn about the importance of income protection

in just 2 minutes
Dear Chelsea,
Income protection protects your
most valuable asset - your income
- if you become too sick or hurt to
work.
After all, your income pays for all
the BIG and little things in your
life. Without it, how would you
maintain your current lifestyle?
Watch this short video to learn
why protecting your income with
Individual Disability Income (DI)
insurance is an important part of
your overall financial security.
For more information:
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
21
Disability insurance has limitations and exclusions. For cost or coverage details, contact your Principal Life financial
representative.
Copyright 2015 Principal Financial Services, Inc. "The Principal," "The Principal Financial Group," the Edge Design, "We'll
Give You An Edge" and the illustrated character are registered service marks of Principal Financial Services, Inc.
DI8615-2 | 09/2015
22
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
This is why protecting your income is so important
Learn about the odds and consequences of

being too sick or hurt to work
Dear Chelsea,
Many of us don't think a disabling injury or illness will happen to us. But it can and
when it does, it can have devastating financial results. Find out more by watching
these:
If you have just a minute, watch this

video. In a quick and fun way it shows
why you shouldn't leave your most
valuable asset - your income unprotected.
www.principal.com/protectincome
For a more in-depth look, review this

presentation. It gives you a dozen
reasons why income protection is so
important.
www.principal.com/DIflipchart
If you can't afford to retire tomorrow, then you can't afford to go without income
protection. Contact me to discuss more.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697
22
Disability insurance has limitations and exclusions. For costs and complete details of coverage, contact your
If you do not want to receive any further marketing emails, let us know by replying and we'll remove you from our
office email list.
Copyright 2014 Principal Financial Services, Inc., 711 High Street, Des Moines, Iowa 50392
"The Principal," "Principal Financial Group," the Edge Design, "We'll Give You An Edge" and the illustrated character
are registered service marks of Principal Financial Services, Inc.
DI 8936 | 02/2014
23
Beebe, Chelsea
From:
Sent:
To:
Subject:

Beebe, Chelsea
Income Protection: Impact of a disability
Dear Chelsea,
Do you know anyone who has suffered a long-term disability causing them to be
unable to work?
Click below to watch this short video, and then call me today to make sure your
income protection needs are covered.
Chelsea Beebe
Irvine, CA 92612
Fax: 949.442.7697

2016 Drip Campaign

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2016 Individual Drip Campaign

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Making the transition into retirement

Chelsea Beebe <beebe.chelsea@principal.com>

Chelsea Beebe <beebe.chelsea@principal.com>

Retirement can be one of life's most exciting and satisfying times.

Chelsea Beebe <beebe.chelsea@principal.com>

Chelsea Beebe <beebe.chelsea@principal.com>

Chelsea Beebe <beebe.chelsea@principal.com>

Chelsea Beebe <beebe.chelsea@principal.com>

Are YOU covered?

Chelsea Beebe <beebe.chelsea@principal.com>

Keep up with Life's Changes

Top 10 indicators a review is needed

Marriage (or divorce)

Job change or promotion

Retirement/preparing for retirement

Birth or adoption of a child

Death in the family

Disability of a family member

Inheritance or other financial

Completion of financial obligation

Chelsea Beebe <beebe.chelsea@principal.com>

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Chelsea Beebe <beebe.chelsea@principal.com>

Only older people need life insurance.

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The life insurance through my

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Chelsea Beebe <beebe.chelsea@principal.com>

Life insurance is expensive.

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Chelsea Beebe <beebe.chelsea@principal.com>

You only need life insurance

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Chelsea Beebe <beebe.chelsea@principal.com>

Affordable Term coverage to

Affordable, tax-free death benefit.1

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Chelsea Beebe <beebe.chelsea@principal.com>

Chelsea Beebe <beebe.chelsea@principal.com>

Unlock the income protection mystery

The best kept insurance secret: You can protect your

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Dreaming about retirement?

As you can see from the graph, a

For more information, contact me today.

Chelsea Beebe <beebe.chelsea@principal.com>