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Principal Accelerated Underwriting Enhancements

Principal’s NEW AU program guidelines effective Feb. 15, 2021:

Additional AU program details 

  • You no longer need to request AU.  All applicants who meet the age and face amount requirements will automatically start through AU and will only be removed if Principal determines they no longer meet eligibility.  When this occurs, Principal will advise of the exam requirements needed to continue.
  • Drop Ticket must be used for all term submissions up to the stated maximum AU face amounts—except for applications written in New York.  Term applications that don’t meet these guidelines will no longer be accepted beginning April 1, 2021.  Further details will follow.
  • Client-completed Part B (online or phone) is required for permanent products.