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Suitability guidelines

We know how important it is to process your annuity business quickly and seamlessly. Access our state-specific annuity application below:

Additionally, part of submitting annuity business quickly and seamlessly is making sure the products being recommended to your clients will serve them well.  To make it easier for you to collect the required suitability information from clients, and ultimately streamline the new business process, we’ve created a few helpful tools. Login to learn more.

Important Information

Additional information on how to get started submitting annuity business is available.

This content is designed for use by financial professionals. Consumers may learn more about products and services on Principal.com


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