Property & Casualty/Strategic Alliance Opportunities Annette Young, Assistant Consulting Director – Advanced Solutions

Property & Casualty/Strategic Alliance Dedicated website: www.principal.com/propertyandcasualty The Opportunity 2 minute promo video outlining The Opportunity Property & Casualty with Warren May – National Vice President – Life Distribution http://bcove.me/d1knrsz1 Implementation pieces Offering Additional Risk Protection Solutions (BB11771) Creating Successful Partnerships (BB11774) * Updated (combined) website: www.principal.com/propertyandcasualty - As you may have been aware, we had two separate websites – one for independent distribution (P&C) and another for Principal Advisor Network (Strategic Alliance) - They each had some materials that could be used by all distribution. So, we have combined them into one website, so you don’t have to go two places to have access to all the materials available * 2 minute promo video outlining the Opportunity – - Features Warren May, National Vice President-Life Distribution - The video will be included in an email template intended for you to send out to your P&C relationships, promoting the opportunities available when they work with you and The Principal * Implementation pieces – These pieces share ideas for producers regarding key activities to build trust and relationships with P&C and other Strategic Alliances - Offering Additional Risk Protection Solutions (BB11771) - Creating Successful Partnerships (BB11774)

Property & Casualty/Strategic Alliance – Commercial Lines Tools Two Commercial Lines Success Stories Key Person & Accelerated Underwriting (BB11772) Approaching with Business Insurance Solutions (BB11773) P&C Commercial Lines Kit – order KIT4200 Kits include an insert to show them how to use the contents P&C Wholesaler Playbook Contains the tools & resources available for the P&C market - from start finish! Building P&C & Other Strategic Relationships - a presentation Business Plan template/Sample Marketing Arrangement * Two Commercial Lines Success Stories - Key Person & Accelerated Underwriting (BB11772) - Approaching with Business Insurance Solutions (BB11773) * P&C Kit – order KIT4200 - This Kit is available as a ‘deliverable’ to your P&C/Strategic Alliance relationships. It contains marketing material to help them start approaching their commercial lines clients with additional risk protection solutions - Kit includes an insert to show them how to use the each of the pieces within the kits. P&C Wholesaler Playbook Contains tools and resources available to integrate additional life insurance solutions into a property and casualty firm offering. It provides reference to all the necessary tools to engage the P&C firm about the opportunity to create an additional profit center – to implementation tools to help with profiling, approaching and selling these additional risk management solutions. This is a presentation on building P&C & Other Strategic Relationships. It is intended to take life professionals through the thought process of 1) why develop a strategic relationship, 2) How to develop a strategic relationship (i.e. 6 Key steps). I have incorporated the tools and resources from the Principal P&C platform into this presentation. I have also taken a sample joint marketing agreement (used by Principal Advisor Network), and I’m trying to make it work for both distribution channels – in helping Life professionals/BGAs create a business plan and then create a written agreement to put in place with their P&C partners, if they choose.