Principal Financial Group - South Florida Business Center

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Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Life Insurance
Eleven years ago, the IRS adopted new regulations governing the taxation of split-dollar life insurance arrangements (SDAs) entered into after September 17, 2003. SDAs entered into before that dateâ€”unless materially modified after that dateâ€”are grandfathered, governed by prior administration rulings and cases. If plan administrators don't maintain the plans as prescribed in the regulations, or materially modify the plan, they risk having the equity in the policy (the cash surrender value in excess of principal) recognized and taxed.

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Places Near Coral Gables with Investments

Email

Extra Phones

Receptionist: (786) 257-2239

Toll Free Fax: (844) 344-3687

Brands

PFG

Location

Alhambra International Ctr

Languages

English, Spanish

Categories

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Phone: (786) 257-2200

Address: 255 Alhambra Cir Ste 630, Coral Gables, FL 33134