Similar to Duncan Advisor Resources, Principal strives to achieve a common mission- to provide financial tools that help clients meet and exceed their financial goals. Recognized globally, Principal has devised a menu of financial products that address client needs, including: annuities, business succession planning, Life & Disability insurance, mutual funds, and retirement plan offerings.
This month, Duncan Advisor resources would like to highlight Principal’s unique Accelerate Underwriting program. “Our underwriters live by a simple philosophy – underwrite and over-perform.” Learn more about their innovative program and access informational resources below.
Accelerated Underwriting Guide
Offer clients faster and easier protection
Speed up the underwriting process for both you and your clients with Principal Accelerated Underwriting.
- Available to use with a wide range of life insurance products as well as business cases
- No exam requirements and no lab testing for qualified Standard, Super Standard, Preferred and Super Preferred clients.
- A simple online application or telephone interview — That’s all it takes to fulfill the requirements on your end.
- The underwriter reviews the information and provides an underwriting decision in as little as 24 hours!
Principal Life Underwriting Infographic
Competitive advantages help deliver faster, easier protection
Who says underwriting has to take an eternity? Definitely not Principal®. With their innovative Accelerated Underwriting (AU) program, they speed up the process for you and your life insurance applicants.
Accelerated Underwriting Process
Speed through the underwriting process
All you need to do is complete this three-step process to see if your client is eligible for the program.
Accelerated Underwriting Consumer Overview
This brief presentation can help you address client concerns and questions regarding the Accelerated Underwriting Program.