Doing Business with Principal Life Insurance Company
Product Training:
Submission: (make sure all training requirements are met)
·All new business applications can be mailed, emailed, or faxed.
·Applications without checks can be faxed to the following:
-
For a SPIA / DIA … used FAX # = 866.923.1264
For a Deferred (fixed) … used FAX # = 866.894.2087
·Mailing Addresses:
Regular Delivery:
Principal Financial Group
RIS Annuity Services M-001-E10
POBox 9382
Des Moines, IA 50306-9382
Overnight Delivery:
Principal Financial Group
RIS Annuity Services M-001-E10
PO Box 9382
Des Moines, IA 50306-9382
Requirements:
·Pending requirements can be emailed directly to Principal at the email address for all general correspondence: annuityinternet@principal.com
Illustrations and Marketing Support:
·Please contact your immediate up line or a member of the OAKTREE Annuity marketing team at 888-591-1341.
Agent Contract Submission:
·All agent contracts should be emailed to csimpson@otfc.com or faxed to 276-591-1344.