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Disability Insurance:::

Ease of doing business with eApp and Benefit Update

You’re invited to join us Thursday, September 27 for eApp and Benefit Update training from Principal.

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Retirement Plans:::

Principal Milestones offers financial wellness resources

When retirement plan participants have easy access to financial wellness resources, you can elevate your conversations.

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Life Insurance:::

New customer subscription options

Soon your clients will be able to choose to get notified when their life insurance premium notices are available online.

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Life Insurance:::

Start the life insurance conversation with clients

LIAM is here! Check out some resources we think you'll be especially excited about.

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Life Insurance:::Retirement Plans:::

New tools to help ESOP clients with repurchase obligations

Life insurance can be an effective strategy for ESOPs needing to fund their repurchase obligations.

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Retirement Plans:::

Morley Capital Management to realign

On Oct. 1 we will be merging the Morley Capital Management, Inc. legal entity into Principal Global Investors, LLC.

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Retirement Plans:::

Coming soon: Client service enhancements

Increase efficiency for your DC retirement plan clients with recordkeeping service by Principal® with the help of our new service enhancements.

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Retirement Plans:::

Can we chat?

Principal is the first retirement plan service provider to offer online chat to get employer questions answered.

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Retirement Plans:::

Watch now: A fresh look at pitching small plans

Watch on demand for insights on your ideal small plan prospect.

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Life Insurance:::

Include existing client coverage with Drop Ticket

To ensure the Drop Ticket program expedites the application process as designed, learn how to handle a ticket when the client has pending or existing insurance.

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Life Insurance:::

Make LIAM a success with these exciting resources

September is Life Insurance Awareness Month. We offer a variety of tools to help you make the most of this opportunity.

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Annuities:::

Liquidation of BlackRock subaccount affects variable annuities

Effective August 31, 2018, the BlackRock iShares Alternative Strategies V.I. Fund will be liquidated and transferred into the Fidelity VIP Government Money Market Fund.

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Annuities:::

No Changes to Principal Lifetime Income Solutions II Variable Annuity GMWB Charges

Below is a link to the Principal Lifetime Income Solutions II Variable Annuity GMWB Charges & Percentages prospectus supplement that will be in effect as of July 1, 2018.

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Life Insurance:::

My Principal Lifestyle approved in OH

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

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Retirement Plans:::

Building plan designs that work

Show your clients the potential impact changes in plan design could make modernizing their organization’s plan to help remain competitive while meeting employees’ needs.

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Retirement Plans:::

What’s changed? A new way to pitch the small plan Market.

Small businesses, those with 500 or fewer employees, are the backbone of the U.S. economy. What’s happening among these employers could matter to your business.

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Life Insurance:::

My Principal Lifestyle approved in NJ and WI

My Principal Lifestyle is now approved in New Jersey and Wisconsin. This means eligible participants can turn healthy activities into rewards when they use the app.

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Life Insurance:::

Children Term Insurance Rider to be discontinued in Washington

Effective July 9, 2018, the Children Term Insurance Rider will no longer be available with any new-issue Principal life insurance policy in the state of Washington.

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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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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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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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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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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:::

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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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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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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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:::

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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