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Life Insurance:::

My Principal Lifestyle approved in MA

My Principal Lifestyle is now approved in Massachusetts. This means eligible participants in the state can turn healthy activities into rewards when they use the app.

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Retirement Plans:::

New Principal Fixed Income Guaranteed Option (PFIGO) vintage opening soon

Starting June 1, 2018, Principal Fixed Income Guaranteed Option (PFIGO) will have a new vintage available for new sales.

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Annuities:::Life Insurance:::

Investment option changes for variable annuity and variable life products

Several changes affecting variable universal life and variable annuity investment options will be occurring on May 1 and June 11.

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Retirement Plans:::

New resource to help participants prepare for the unexpected

You know there’s more to financial wellness than just planning for retirement — it also means preparing for the unexpected.

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Disability Insurance:::

Now’s the time to generate awareness for income protection

May is Disability Insurance Awareness Month (DIAM).

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Life Insurance:::

My Principal Lifestyle approved in PA

My Principal Lifestyle is now approved in Pennsylvania. This means eligible participants in the state can turn healthy activities into rewards when they use the app.

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Life Insurance:::

Introducing My Principal Lifestyle 2.0

Last year, we launched My Principal Lifestyle — a wellness app designed to engage consumers. And now, the program is entering an exciting new phase.

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Life Insurance:::

Two new life insurance product approvals in California

Beginning May 1, 2018, you can offer Principal Indexed Universal Life Flex II (IUL Flex II) and Principal Universal Life Flex III (UL Flex III) to clients in California.

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Annuities:::

PLIS II Variable Annuity GMWB bonus percentage increasing May 1

Effective May 1, 2018, we will be increasing the GMWB bonus percentage from 5.00% to 5.50%.

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Retirement Plans:::

Helping protect client and participant data

New two-factor authentication security report available for plan sponsors

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Group & Voluntary Benefits:::

Travel assistance program – better than ever

Great news! The travel assistance program now includes a website and mobile app – providing valuable information about international travel.

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Principal Financial Group:::

Help clients connect the dots about recent economic events

Insights from Bob Baur, Chief Global Economist for Principal.

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Life Insurance:::

Reminder about the life insurance claim process

We recognize that you may want to be involved in the life insurance claim process. We want to help you deliver on that promise you made at the time of the sale.

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Life Insurance:::

Enhanced sales support shows we mean business

New sales support hotline gives you direct and easy access to our business solutions experts.

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Retirement Plans:::

RetireView models, sponsor-directed model update changing

RetireView model updates take effect July 31. The sponsor-directed models will automatically change unless plan sponsors opt out by June 20.

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Life Insurance:::

New form required when a producer of record changes

Effective April 23rd, a new form will be required when the producer of record changes at the time an adjustment to a life insurance policy is requested.

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Life Insurance:::

Create new sales opportunities with the 2018 risk protection campaign

Want to help clients ensure their risk protection needs are met while strengthening your relationships? We have a new campaign that can help you do just that.

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Retirement Plans:::

What’s new on the participant website?

When retirement plan participants log in, they typically want to get in and out quickly. The latest updates help them make the most of the site and take action.

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Life Insurance:::

Discover how UL Flex III can benefit your clients

We’re excited to announce Principal Universal Life Flex III is now available. It offers the same great benefits you’ve come to appreciate with UL Flex II.

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Life Insurance:::

NY illustration/quotation regulation

Effective Monday, April 9, 2018, New York requires that an illustration, illustration disclosure or quotation must accompany the application and be signed accordingly.

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Life Insurance:::

New NY Application Part B

Effective April 9, life applications in New York will have a new Part B that includes a signature and date line.

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Life Insurance:::

NAIC illustration regulation requirement

Effective Monday, April 9, 2018, states that have adopted the NAIC Model Regulation require that an illustration or illustration disclosure accompany the application.

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Principal Financial Group:::

A New Look for the Office Directory Tool

Do you use the Office Directory Tool? Check out these new features.

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Life Insurance:::

We’re making changes to the Individual life adjustment process to save you time

Life Administration will mail approved adjustment data pages and any delivery requirements directly to the policyowner.

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Retirement Plans:::

Help your 403(b) plan clients access valuable benchmarking data

When you encourage your current and prospective 403(b) plan clients to act now, they can receive a free copy of the 2018 403(b) Plan Survey Report.

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Life Insurance:::

New Principal Term NY

Effective April 9, 2018, we'll be introducing a new Principal Term product for the state of New York. Check out key transition dates.

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Group & Voluntary Benefits:::

High-deductible design makes dental affordable for more employers

Principal® offers a spectrum of options at various price points, including a new high-deductible, lower premium design.

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Retirement Plans:::

Watch on demand: Build and grow a world-class retirement plan practice webinar

With your busy schedule, it's hard to tune into a live webinar. But don't worry, we've got you covered.

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Life Insurance:::

New York Regulation 210 requires special disclosure

New York has introduced Regulation 210 for all life products sold in New York effective March 19, 2018.

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Retirement Plans:::

Updates to total investment expense

Clients will receive a report that relates to their organization’s retirement plan lineup and shows the changes.

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Disability Insurance:::

Ease of doing business with eApp and Benefit Update

You’re invited to join us Thursday, March 15 for eApp and Benefit Update training from Principal.

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Retirement Plans:::

Help your clients stay organized with the 2018 fiduciary file

You can help your clients get – and stay – organized with help from the annual fiduciary file.

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Retirement Plans:::

ERISA budget “use by” deadline no longer enforced

Make sure plan sponsors understand and use their ERISA Budget accounts for their intended purposes.

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Disability Insurance:::

New IDI enhancements available now

Thanks to your feedback, Principal® has launched two new enhancements to improve your individual disability insurance (IDI) business.

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Retirement Plans:::

Disability claims regulation generates amendments for DC, DB plans

Find out how we’re reminding plan sponsors about the regulations and which plan sponsors will need to sign amendments.

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Life Insurance:::

Are your clients prepared to exit their business?

Offer business owners solutions to transfer their business to the right people, at the right time, for the right amount.

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Life Insurance:::

New time-saving electronic Inspection Report

Our traditional Inspection Report is being replaced by an electronic Inspection Report, which means no more phone calls to the applicant.

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Life Insurance:::

New Supplemental Statement of Health Guidelines

Beginning Jan. 22, 2018, a Supplemental Statement of Health will be required if an initial payment or Absolute Assignment Form is not received along with the application.

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Life Insurance:::

Illustration solve updates that make your job easier

Learn about changes we're making to our illustration system, and what it means for you.

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Retirement Plans:::

U.S. Economic Outlook: 2018 Anticipated to Keep on Giving

Navigating the ups and downs of the markets doesn't have to be complicated. Bob Baur breaks down what to expect in 2018.

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Life Insurance:::

Receiving policy distributions just got easier for your life insurance clients

Direct deposit is now an option for your clients who receive ongoing payments from their life insurance policy using Scheduled Surrenders and Loans.

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Life Insurance:::

Help clients do more with less

Take a look at the new Principal Indexed Universal Life Flex II, and show clients the next generation of lower-cost IUL.

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Life Insurance:::

Find new clients with Workplace Financial Wellness

Many employees worry about their finances, and this distraction may create challenges for their employers. But with Workplace Financial Wellness, you can help.

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Retirement Plans:::

New DB Volume Submitter document coming soon

With the IRS no longer reviewing custom plan documents for most situations, we’re making a new solution available.

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Life Insurance:::

Low-cost, guaranteed protection for your clients

Effective August 28, 2017, new rates go into effect for Principal Universal Life Protector IV new-issue policies.

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Life Insurance:::

LIAM sales opportunity: life insurance as an asset

LIAM is coming up in September, and that's a great time to talk to clients about some of the lesser-known benefits of life insurance.

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Life Insurance:::

Help business owners retain their key employees

Most business owners (97 percent) believe they have key employees. This research finding creates the perfect opportunity to talk key person planning with them.

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Life Insurance:::

Help clients do more in retirement, diversify with life insurance

The new individual retirement with life insurance approach package gives you tools to help your clients build a brighter future in retirement.

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Life Insurance:::

It’s the month of love, a perfect time to promote life insurance

Don’t let February pass by without taking advantage of the Insure Your Love campaign. It’s a great way to get in front of your clients and prospects...

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Disability Insurance:::

Important changes being made to our individual disability insurance

From time to time, Principal makes changes to our guidelines. The following changes are effective Monday, February 6, 2017:

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Life Insurance:::

Now available - Insure Your Love awareness campaign materials

Boost your marketing with a life insurance awareness campaign that focuses on an important reason people buy life insurance... Love.

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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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