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June 16, 2020REQUIREMENTS NEEDEDValued Client Irrevocable Trust Dated 06/16/2020Valued Client, Trustee9855 West 78th Street, Suite 100Eden Prairie, MN 55344RE:Principal National Life Insurance Policy #1234567Insured:Valued ClientFace Amount:$1,000,000Plan:10-Year TermOwner:Valued Client Irrevocable Trust Dated 06/16/2020Primary Beneficiary:Valued Client Irrevocable Trust Dated 06/16/2020Risk Class:Preferred Non-TobaccoDear Valued Client Irrevocable Trust Dated 06/16/2020:Enclosed you will find the new Term Life Insurance Policy from Principal National Life Insurance Company insuring Valued Client. Before it goes into effect, there are a few outstanding items that require yours and Valued Client’s attention:Initial Annual Premium Payment of $1,000.00 (payment period 06/16/20 to 06/16/21) Pay onlineIf you would like to make your initial payment online using a credit or debit card, please access PayNow You will need to provide your policy number (1234567) and the insured’s Date of Birth in order to make a payment for the full balance due.Pay by checkCheck payable to Principal National Life Insurance Company to include his policy number (1234567) in the check memo line. The check should be mailed to Principal: Principal National Life Insurance Company 711 High Street Des Moines, IA 50392-0001Declaration of Insurability SupplementValued Client 1 - Answer questions 1-4, Sign & DateAmendment to Application for InsuranceValued Client 1 & Valued Client 2 - Review, Sign & DatePolicy Delivery NoticeValued Client 2 - Review, Sign & DatePlease return the signed forms to me via e-mail at your convenience as the forms and premium payment must at Principal by August 1, 2020. However, we encourage you to return the requirements asap to avoid jeopardizing the offer received and to bind coverage.You must take care of these items before Valued Client’s coverage is final with Principal National Life Insurance Company. Principal strictly enforces this deadline and will close his file if not received on time. We will notify you upon receipt of the final requirements and when Valued Client’s coverage goes into effect. We appreciate the opportunity to serve you and look forward to our ongoing relationship. If you have any questions, please do not hesitate to call. Sincerely, Charlie AndersonDirector of Life Insurance ................
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