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Retirement Plans:::

Changes to QMAC and QNEC definitions

Proposed changes allow forfeitures to be used to help fund QNEC and QMAC, as allowed by the plan.

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Disability Insurance:::

Get the latest on illustrating IDI solutions

Find out more about illustrating Principal® Individual Disability Insurance (IDI) solutions by participating in the upcoming webinar.

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Disability Insurance:::

Helping clients take advantage of IDI Benefit Update opportunities

The BU rider allows clients to have their individual disability insurance reviewed every three years. We’re making changes to improve the experience.

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Retirement Plans:::

The latest news on deferred comp – resources to help you open business doors

Use these new findings to start a conversation with employers about the value of nonqualified deferred compensation plans!

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Retirement Plans:::

Looking to improve results for your clients?

Improve results for your DC clients and their employees with a personalized, simple and actionable education experience.

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Retirement Plans:::

RetireView asset category enhancements

We’re enhancing our RetireView service to allow greater flexibility in response to popular demand.

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Retirement Plans:::

Help Your Clients Stay Organized with the 2017 Fiduciary File

Keeping track of fiduciary documents and tasks they need to complete can be a challenge for clients. Help them get – and stay – organized with the annual fiduciary file.

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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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Life Insurance:::

Update on recent VUL investment option change

A scheduled subaccount change for all current and previously sold variable universal life (VUL) insurance policies has been deferred until further notice.

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Life Insurance:::

Upcoming Closure of Variable Life Investment Option

Effective April 29, 2016, the WELLS FARGO VT INTRINSIC VALUE FUND subaccount available as an investment option with certain VUL policies is closing.

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Retirement Plans:::

2016 Fiduciary File Helps Your Clients Stay Organized

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

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Life Insurance:::

EFRP is now Workplace Financial Wellness

The Employee Financial Resource Program (EFRP) is now Workplace Financial Wellness with updated marketing materials and a new market opportunity brochure.

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Life Insurance:::

Principal Marketing & Illustrations Release Highlights November 2015

Effective November 21, 2015, Existing Policy Illustrations for First-To-Die (aka ‘Principal Choice’) can now be illustrated in Principal Illustration Edge.

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Retirement Plans:::

No. 1 NQDC Plan Provider Ranking for The Principal®

The Principal Financial Group® was recently ranked the No. 1 provider of nonqualified deferred compensation (NQDC) plans1 in the PLANSPONSOR 2015 NQDC Buyer’s Guide.

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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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Life Insurance:::

Upcoming Index Universal Life Illustration Changes

Effective September 1, 2015, new industry regulation changes how maximum illustration rates are calculated for all index universal life (Index UL) products.

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Life Insurance:::

The NEW VUL Income III is Coming to Oregon

Effective, July 18, the new VUL Income III will be available to illustrate and sell in Oregon.

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Life Insurance:::

The NEW VUL Income III is Coming to NJ and TX

Effective July 1, the NEW Principal VUL Income III will be available to illustrate and sell in New Jersey and Texas.

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Life Insurance:::

Principal Indexed Universal Life Flex now available in MA, SD, VT

Effective December 2, 2013, Principal IUL Flex is available to illustrate and sell in Massachusetts, South Dakota and Vermont.

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