Estate tax exposure calculation Request for proposal

Date:
Principal® agency/BGA partner office name and number*:
*Proposals will not be provided without an indication of a valid Principal agency or BGA partner relationship.

Producer and proposal delivery information

Principal wholesaler:
Producer name:
CFP® CLU® ChFC® CEBS LUTCF Other:
Producer name:
CFP® CLU® ChFC® CEBS LUTCF Other:
Producer phone number:	( )
Producer email address:

Should anyone else (producer or BGA) receive this proposal? If so, please provide:
Name:
Email address:

Please allow 5 business days from receipt of RFP on all proposals. Questions can be sent to newrfps@exchange.principal.com or call 833-803-8345. Email RFP to newrfps@exchange.principal.com or fax RFP to Case Design Team, 866-946-3209.

Client information

Client name(s):
Fair market value of estate:
Number of years to evaluate (between 10 and 20):
Assumed low growth rate:	(default 3%)
Alternate assumed high growth rate:	(default 5%)

Census
(If greater than 5 family members, attach spreadsheet or send electronically.)

Name	Date of birth	Gender	Smoking status	Risk class	State
1.
2.
3.
4.
5.

Notes