Marketing funds

 

As an Elite or Platinum member, your local office has access to discretionary marketing dollars you can use to grow your business by sponsoring activities that provide exposure for both you and your firm. These funds can help you form relationships with prospective clients and solidify relationships with existing clients. You can use these funds for one large event or several smaller activities. Your marketing funds expire December 31 and must be requested by December 1.

 

Below are ideas on how to use your funds. Work with your local sales representative or dedicated relationship manager to redeem your marketing funds.

 

  • Host an event attended by prospective or existing clients
  • Purchase co-op advertisements in employer print or online publications
  • Support local chamber of commerce events
  • Sponsor your local Association of Legal Administrators chapter
  • Plan an appreciation event for existing clients
  • Purchase client lead lists for direct mail campaigns
  • Create a direct mail campaign for prospective clients 

 

 

 

 

 

 

Final determination of availability and use of marketing funds rests solely with Principal Life. 

 

Principal® Privileged Partners are highly valued non-medical producers and have not entered into a legal partnership with any company of the Principal Financial Group®. This program may be changed or discontinued at any time.