IDI Underwriting Enhancements
Effective immediately, Principal is reducing instances where routine requirements apply and also liberalizing Select Professional
Principal
More Key Person Protection, Less Cost
When you place both key person insurance using Principal® Guaranteed Issue Term II (GI Term)
Updates to the Life Insurance Pending Business Report
Two new features are now available: Document Upload CapabilityAn upload icon now appears next to eligible
Reminder: Disability Changes Effective 01/01/2026
Changes coming 01/01/2026 for dental discounts and occupation class changes:Dental multi life and resident discount
Disability Changes Effective 01/01/2026
Changes coming 01/01/2026 for dental discounts and occupation class changes:Dental multi life and resident discount
Reminder: 2025 Year-End Dates
A list of key year-end dates for submission, processing, and other operational considerations to help
2025 Year-End Dates
A list of key year-end dates for submission, processing, and other operational considerations to help
Upcoming iPipeline Drop Ticket Enhancements
Principal will be rolling out exciting improvements to the iPipeline Drop Ticket to streamline and
NEW Business Owner & Professional Occupational Classes
Wanted to share some positive changes we’ve made when it comes to our DI underwriting.
Business Owner Program Profile
Small and midsize business (SMB) owners are key to their business’s success, and our approach