A Principal press release said the Retirement Education Portal allows financial professionals to select materials based on number of years prior to retirement or by the stages of retirement planning.
- Education plans that can be tailored to clients,
- One-on-one and group meeting materials,
- A step-by-step guide to planning and conducting more effective education meetings, and
- The new Education Edge magazine with information about new educational offerings.
“The new portal makes it easy for financial professionals to pick and choose resources that match how they want to deliver retirement income planning education,” said Tim Minard, vice president of distribution for retirement and investor services at The Principal, in the press release.In addition to the expanded portal, financial professionals also have access to local education personnel who conduct both group education meetings and one-on-one meetings with participants.