Pending Business
The email ID where forms and IBD applications can be submitted
The team that can request Excess Withdrawal Calculations for us
What is Field Relations
This page shows the requirements for converting a contract from an Traditional IRA to a Roth IRA
What is R for Roth IRA?
The two product team members that can help us with questions on product functionality
Who is Dave Gerdes & Tony Moore?
The folder where you can find Fees & Expenses for old Principal VAs
The general email ID where we can send NIGO resolutions/updates
What is RISAnnuityFollowUp@principal.com?
The email ID where you can send questions on comp for a PFN rep?
What is Commissions.PSI@principal.com?
This page shows who clients can make premium checks made payable to
What is A for Acceptable/Non-Acceptable forms of payments?
What is Morningstar?
The folder where we can find the maps for other wholesaling teams at PFG
What is the Contact Guides folder?
The system where we can view PFN applications that are pending suitability review
What is Wealthscape
The email address where we send VA Blitz pre-appointment requests
What is externalBD@principal.com?
This page shows the product details of all of our existing and old contracts
Our contact for questions on taxes, advanced planning, trusts, etc...
Who is Amy Justus?
The folder with the product training instructions & codes
What is the Advisor Onboarding & SCA folder?
The email ID to request that we follow up on a write-out/transfer request
What is annuitycallbacks2@principal.com?
The person that can check if there will be a reduction on compensation on an internal exchange due to additional premiums
Who is Julie Marlow?
This page shows the eligibility requirements to use the Nursing Home waiver
What is W for Waiver of Surrender Charge Rider?
The page where we can view the rider fee on an existing contract
What is the Advisor Website Annuity dashboard - Rider details page?
The folder with instructions on how to order Postcards
What is the Marketing & Postcards Folder?
The system where we can view the Daily Apps received report
What is PowerBI - RIS Annuities Leader Reports?
Who is RIS Ann Howard Staff
This page shows our rules surrounding QDROs
Where we can find the minimum guaranteed death benefit on an existing variable annuity
What is the most recent statement (client correspondence center)?
The folder where you can find the names and form numbers for various service forms
What is the Operations folder?