Life Insurance Quotes & Illustrations
Our Principal Illustration Edge software enables you to illustrate new and existing individual life insurance solutions for your clients.
Principal Life Quote Edge
Need a quick and easy tool for getting Term premium quotes on the go? Access the Principal Life Quote EdgeSM quoting tool.*
- Installation support – Contact the TechHelp Desk at 800-851-3343, option 5
- Running illustrations – Use the help features within the illustration system. There are three levels:
- Field-level help found on the bottom of the screen in the blue box.
- F1-level help available by selecting F1 while the computer cursor is in the field in question.
- System-level help available by selecting “Help” from the drop-down menu at the top of the illustration screen and then choosing “Contents and Index”. Use “Quick Start” for an overview or get into system details using the left-hand navigation.
- Additional assistance – Career producers may contact your local Development Director. Or, call the National Sales Desk at 800-654-4278.
Business Owner & Executive Solutions (BOES) Marketing Material
Our BOES platform offers a wide range of solutions to help meet the needs of business owners and key employees. The Principal Illustration Edge system offers some marketing and proposal content through the illustration tool itself for the plan types below. View sample.
- Executive Bonus - Employee Pay/Employer Match
- Executive Bonus - Employer Pay
- Private Split Dollar - Economic Benefit
- Private Split Dollar - Loan Regime
- Split Dollar - Economic Benefit
- Split Dollar - Loan Regime
Within the illustration system, select a concept from the Plan menu in the Basic information section of the input screens. You can follow field level or F1 help to prepare your report. You can also use the help drop down menu at the top of the Illustrations screen and choose Advanced Quotations to navigate to appropriate concept.
In many cases, reports are automatically prepared when a BOES concept is selected. In other cases, it may be necessary to request these concept illustrations and proposals using the Reports tab on the input screen.
For a formal, customized marketing proposal prepared by our Advanced Solutions staff, complete the corresponding Request for Proposal form.
* Please be aware that this tool does not provide a full illustration and is only intended to be used to show an initial quote. It is only available for quoting Principal Term products at this time.