Let’s get started

Welcome to Principal^®. We’re excited to help with your annuity sales efforts and want to make the business submission process as smooth as possible. Please take a minute to review the following steps.

Don’t have a login? Our annuities sales team can help. 866-309-1623

Training

Most states require NAIC model regulation annuity suitability training before you can sell any product. This includes both general annuity and carrier-specific product training.

Access your required training here.

Client illustration

Client illustrations help show clients how specific products might fit into their retirement plan and are required with all new business submissions. You will need an established password to access our illustration system. If you need assistance, contact our sales team at 866-309-1623 We can help provide temporary access.

Access our illustration tool (log in to access)

Prepare an application

Our Create an application tool can help make sure you get all necessary paperwork for the product you’re selling.

Access our Create an application tool | Access if you're logged in

We’ve also created this detailed guide to help answer any questions you may have while completing a new business application.

    New business guide

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