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Principal Financial Group:::

Start preparing now for log in changes coming in November

Soon it will be easier to login and we’ll be updating how we secure account information.

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Disability Insurance:::Life Insurance:::

Important year-end details for individual life and disability insurance

Get details on submitting year-end individual life and disability business.

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Retirement Plans:::

HSA Integration expanding to include HSA Bank®

HSAs are becoming increasingly popular for retirement savings. Now, employees can factor HSA balances into their retirement planning with our new HSA Bank integration.

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Life Insurance:::

It's time, take action on Reg 187 (BGA)

Take action on New York Reg 187 now, before the Feb. 1 deadline.

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Life Insurance:::

It's time, take action on Reg 187 (PAN)

Take action on New York Reg 187 now, before the Feb. 1 deadline

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Life Insurance:::

Illustrations for life products being discontinued

We're retiring UL Provider Edge, UL Accumulation II, and Benefit VUL II on Nov. 11, 2019. See how to get illustrations through Nov. 11.

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Life Insurance:::

3 new life products. Many opportunities.

Introducing Term 2020, UL Protector V, and VUL Income IV.

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Life Insurance:::

What new CSO/PBR requirements mean for you

A new regulation for life insurance products requires insurers to use the 2017 CSO mortality table and Principle-Based Reservi for any policy issued after Dec. 31, 2019.

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Life Insurance:::

Term 2020 is available in CA

The new Principal Term is available for sale in California.

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Retirement Plans:::

Preparing Hispanic workers to retire with confidence

U.S. Hispanic workers desire culturally relevant retirement planning education to overcome retirement savings barriers.

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Retirement Plans:::

New benchmarking data for 403(b) plans

The insights from this year’s survey give you a great reason to talk to your 403(b) clients and prospects about plan design changes.

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Disability Insurance:::

Insider Series: Navigate the IDI underwriting process with ease

You’re invited to join us Tuesday, November 12 to gain insights on selling individual disability insurance.

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Annuities:::

Changes to PFIGO and market update

There are some changes occurring for Principal Fixed Income Guaranteed Option (PFIGO). Here’s what you need to know to help your clients.

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Life Insurance:::

Principal Universal Life Flex III is available in NY

We’re excited to announce Principal Universal Life Flex III is now available for sale in New York. This product replaces Principal Universal Life Flex II.

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Retirement Plans:::

A new plan fee benchmarking resource for you

We’re expanding the resources we make available by reintroducing the 401(k) Averages Book. And we can personalize a report for your clients.

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Retirement Plans:::

Webinar: Cybersecurity and retirement plans

It’s vital that we know and understand our roles and take the necessary steps to help protect financial and personal information.

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Retirement Plans:::

Helping you do more

Find out how the best capabilities from Principal and Wells Fargo Institutional Retirement & Trust can help extend your reach & help solve your clients’ diverse needs.

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Life Insurance:::

Two upcoming regs will affect business in New York (PAN version)

Early next year, the second component of Reg 187, specific to life insurance, and new cybersecurity requirements will take effect for business written in New York.

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Life Insurance:::

Two upcoming regs will affect business in New York (BGA version)

Early next year, the second component of Reg 187, specific to life insurance, and new cybersecurity requirements will take effect for business written in New York.

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Principal Financial Group:::

Help clients create the next super saver

The 2019 super saver research is in and we have new insights for you and your clients. Find out what you can do to help create the next generation of super savers.

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Life Insurance:::

It’s here: a fully digital term life insurance solution

For the first time, there’s a digital solution for the entire Principal Term life insurance process—from the full application to policy delivery.

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Retirement Plans:::

Allocation changes to the Principal LifeTime portfolios

Allocation changes to the Principal LifeTime portfolios

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Life Insurance:::

Get new tools for talking to clients about life insurance

Life Insurance Awareness Month is underway. What better time to remind clients how important life insurance is?

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Recognition & Compensation:::

How to decide which jobs to outsource?

How to decide which jobs to outsource?

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Retirement Plans:::

Announcing Principal Real Start plan onboarding

We’re launching a new plan onboarding platform that’s personalized, simple and digital.

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Life Insurance:::

New LIAM resources are now available

Now is a great time to start planning how to make the most of Life Insurance Awareness Month.

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Group & Voluntary Benefits:::Retirement Plans:::

Employee benefits knowledge at your fingertips

Compare your clients’ group insurance and retirement plan benefits to their peers.

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Life Insurance:::

Coming soon: New mortality table and reserving requirements for life insurance

Beginning Jan. 1, 2020, any new life insurance policy issued will need to reflect the new mortality table used in product pricing. See what it means and what's next.

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Retirement Plans:::

Principal® Real Start: What’s in it for you

We’ve made some updates to the participant onboarding experience.

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Life Insurance:::

Upcoming investment option changes for variable annuities and variable life

Several investment option changes for Principal® variable annuity and variable life insurance products are scheduled to take place over the next few months.

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Life Insurance:::

New study provides insights and opportunities

Get new insights on business owners and how they're prioritizing the financial conversation for their business, their employees and their lifestyle.

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Life Insurance:::

Snapshot: How we review and manage replacement applications

See the scenarios where we need to review and manage life insurance replacement applications and when a 1035 exchange follow-up process is required.

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Life Insurance:::

Q&A: Tips for using e-Signature

Principal offers e-Signatures through its own platforms such as e-App and Drop Ticket. Learn what's required to use it.

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Life Insurance:::

See what’s new with My Principal Lifestyle

It’s been nearly two years since we launched My Principal Lifestyle — a wellness app designed to engage consumers. And we want to let you know about some program updates.

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Retirement Plans:::

Defined benefit elections are moving online

The initial rollout has already begun and will continue throughout 2019.

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Life Insurance:::

Be your clients' hero. Offer a rate class upgrade.

Learn about the new limited-pay underwriting program from Principal.

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Life Insurance:::

Accelerated Underwriting just got better

We're enhancing the program so that even more of your clients can benefit.

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Retirement Plans:::

Get it first: Investments with no investment expense

First in the retirement industry, we’re introducing three no-expense domestic equity index separate accounts.

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Retirement Plans:::

Meet Principal Guaranteed Option: 3.05% crediting rate

Guarantee meets flexibility with Principal Guaranteed Option (PGO) — our newest offering in our suite of fixed income investment options.

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Life Insurance:::

New Florida regulation impacts internal replacement

Effective Jan. 16, 2019, all internal surrender forms in the state of Florida must be signed and dated on or before the date of the application.

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Annuities:::Retirement Plans:::

Watch now: The changing retirement landscape webinar

Watch webinar recording for new Principal® research on the changing retirement landscape and the evolving needs of pre-retirees and retirees.

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Retirement Plans:::

New Benefit Edge rolls out to plan sponsors this week

New Benefit Edge rolls out to plan sponsors this week

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