Education and training
Education and training
Learn more about our products, solutions, and services.

Whether you’re looking for information to get started, or want a refresh on what you’re already doing, Principal can help!

Sales training

Business solutions

Master PPT slides—Use these slides to create a presentation tailored to your audience. Slides can be used in any order. Just be sure to include the title slide and disclosures slide as the first two slides.

Case studies:

Individual Disability Insurance (IDI)

Life insurance

New York-approved products— Regulation 187 (formally known as the Suitability and Best Interests in Life Insurance Annuity Transactions regulation), requires you to understand any product being presented in a sales situation or that you are servicing (effective Feb 1, 2020). Please review the resources below:

Nonqualified deferred compensation
Continuing education

Principal® CE University

This is a value-added service sales representatives and wholesalers of Principal can offer to financial professional to provide needed CE credits. We offer a variety of seminars that cover many of today's critical financial topics. Participants will learn important information to help build their client base.

Please note that RegEd Virtual University is different than the Principal CE University seminars. For Principal CE University seminar offerings, see below:

  • Business Solutions, Disability, Group Benefits, Life: Your Principal representative
  • Principal Funds: Jamie Thompson
  • RIS: RegEd
  • RegEd support: principal.ce@reged.com or 800-334-8322, option 4 (assistance is available Mon. through Fri., 8 a.m to 6 p.m. ET). Contact Lula Melisko.

RegEd Virtual University (internet-based learning resource center)

A series of online courses is available through Virtual University (Chrome browser recommended). There are product-specific courses and several courses that will help you stay in compliance. If you have questions, contact your leader.

Accessing the site—Please send a request to be added to Xchange by email to the following mail IDs, with your name and department:

If you have any additional questions please refer to the Licensing & Continued Ed SharePoint site, NAIC Insurance Departments by State, contact RegEd directly, or email advisorwebsupport@principal.com.

Note: Courses that are required to be completed in the first 30 days of joining Principal can be found in the required 30-Day course catalog located in the left navigation panel in Virtual University.
Client workshops

Introduce yourself to new prospects. Reconnect with clients. Demonstrate your knowledge and expertise on financial topics. When you’re done, work from a fresh list of warm leads to generate additional business.

Business planning

Estate planning

Financial planning

Important Information

Guarantees are based upon the claims-paying ability of the issuing insurance company.

This information is educational only and provided with the understanding that Principal® is not rendering consulting, legal, accounting, investment advice or tax advice. You should consult with appropriate individuals including counsel or other professionals on all matters pertaining to business, legal, tax, investment or accounting obligations and requirements.

This information is educational only and provided with the understanding that Principal® is not rendering consulting, legal, accounting, investment advice or tax advice. You should consult with appropriate individuals including counsel or other professionals on all matters pertaining to business, legal, tax, investment or accounting obligations and requirements.