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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
February 22, 2006 at 01:27 PM
Principal Financial Group Inc. has introduced the Principal Variable Universal Life Income Plus life insurance policy with a surrender charge adjustment rider.
The VUL policy is designed for the executive benefits and business planning markets, according to Principal, Des Moines, Iowa.
The policy offers a cash value-to-premium ratio of 90% to 95% during the first year, and holders can use the surrender charge adjustment rider to avoid large hits to earnings, Principal says.
A return-of-cost-of-insurance rider can refund 100% of the COI charges that policy owners have paid once they reach age 60 or their 20th policy year, Principal says.
Another feature, a death benefit advance rider, can let policy owners who become terminally ill or suffer a catastrophic health condition get some benefits early.
The investment menu includes 6 professionally allocated “target retirement year” accounts and more than 40 other investment options.
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