Update on e-Delivered Policies
To help better protect customer information, we recently began making signed policy packets and Part
Principal
Expanded Business Solutions Focus for Principal Sales Organization
The following changes will take effect in early 2024.Life insurance and IDI, when offered together,
2023 Year-End Processing Dates and Holiday Hours
Key dates and deadlines for processing 2023 year-end business.
Principal’s Guidelines on Informals
Please be reminded of the guidelines below for submitting informals to Principal:Minimum Requirement of $3
Updated Military or Military Dependent Sales Disclosure Form
The Military or Military Dependent Sales Disclosure has been updated. Please ensure you’re using the
New Applications Available Soon in Several States
In 2022 we introduced new life insurance applications in most states. Effective Oct. 21, 2023,
Life Insurance Awareness Month Resources from Principal
Life Insurance Awareness Month is a great time to talk to business owners about how
Principal Survey Finds Businesses are Growing While Employees are Less Confident
The latest data from the Principal Financial Well-Being IndexSM (WBI) shows a disparity between U.S. employers
Estate Planning in an Uncertain Tax Environment
There’s much more to estate planning than simply considering the impact of the federal estate
GI Term II Enrollment Updates
The following changes have been made to the employee-owned enrollment process:Simplified census for employer –