Create a financial legacy

Protecting your clients' legacy

A standard death benefit is automatically issued with Pivot contracts, and clients also have the option of choosing between two enhanced death benefit options.

The death benefit can be an important feature for clients who want to help provide financial security to their beneficiary(ies) but are uninsurable through traditional life insurance. Our death benefits require no underwriting.

Our enhanced annual step-up death benefit allows clients to use annual gains in their account value to create a greater guaranteed death benefit.

Pivot resources

Grantor
trusts

PDF

Non-grantor
trusts

PDF

Death benefit - no
underwriting

PDF

Stretching
non-qualified money

PDF

Learn more

Contact your local Principal® rep to ask about variable annuity solutions: 

Call today: 800-309-1623
Request more information and we'll be in touch as soon as possible.
For financial professional use only. Not for distribution to the public.

Guarantees are based on the claims-paying ability of Principal Life Insurance Company. 

The Principal® Pivot Series Variable Annuity is issued by Principal Life Insurance Company. Securities offered through Principal Securities, Inc., 800-852-4450, member SIPC and/or independent broker/dealers. Principal Life and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392.

1599687-042021

Terms of Use   |   Disclosures   |   Privacy   |   Security   |   Report Fraud


The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
 
Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, Iowa 50392.
 
© {{CurrentYear}} Principal Financial Services, Inc.