July investment option changes for variable annuity and variable life products
A couple investment option changes go into effect in July. The changes affect variable annuity and variable life insurance products and include fund name changes. A complete listing of the 2025 changes can be found here.
This listing of products will help you identify those affected by the applicable changes:
|
Annuities |
FVA = Flexible Variable Annuity; IPVA = Investment Plus Variable Annuity; FRDM = Freedom Variable Annuity; Pivot = Pivot Series Variable Annuity; PLIS II = Principal Lifetime Income Solutions II |
|
Life insurance |
BVUL = Benefit Variable Universal Life; EVUL = Executive Variable Universal Life; FVLI = Flex Variable Life; PrinFlex = PrinFlex; SVUL = Survivorship Variable Universal Life; VUL Accum = Variable Universal Life Accumulator; VUL Income = Variable Universal Life Income |
Changes effective July 11
|
Fund name changes |
Products affected |
|
|
Annuity |
Life |
|
|
Wanger International to Columbia Variable Portfolio Acorn International |
N/A |
BVUL, BVUL II, EVUL, EVUL II, EVUL III, FVLI, PrinFlex, SVUL, VUL Accum, VUL Accum II, VUL Income, VUL Income II, VUL Income III, VUL Income IV |
Changes effective July 28
|
Fund name changes |
Products affected |
|
|
Annuity |
Life |
|
|
Neuberger Berman AMT Sustainable Equity to Neuberger Berman AMT Quality Equity |
IPVA, Pivot Series |
BVUL, BVUL II, EVUL, EVUL II, EVUL III, VUL Income II, VUL Income III, VUL Income IV |
Applications and illustrations
- Applications for the Principal Pivot will be updated and available soon.
- Variable annuity illustrations for the Principal Pivot will be updated soon.
- Variable Life supplemental applications and illustrations for all affected products will be updated and available soon.
Questions?
Give us a call and one of the teams below can help.
- Annuities: Principal Annuities and Income Solutions: 866-309-1623
- Life: National Sales Desk: 800-654-4278