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Products May 21, 2009
Principal Gives Advisers Income Planning Edge
May 21, 2009 (PLANSPONSOR.com) - The Principal has
beefed up its offerings to help advisers help plan
participants with retirement income planning.
Reported by
Nevin E. Adams
Principal Retirement Income Edge, a new program from the Principal Financial Group, now offers education, tools and other resources to “help financial professionals meet client needs and grow their retirement income planning business,” according to a press release.
The program includes:
- A spectrum of products—from mutual funds to annuities to CDs—all under one roof
- Prospecting and marketing materials
- Retirement income planning seminars for financial professionals and their clients
- Retirement planning checklists
- Educational materials and thought capital
“There is no one-size-fits-all approach to retirement income planning. Financial professionals play a critical role in the complex task of turning a nest egg into a lifetime income,” said Ron Danilson, senior vice president, Retirement and Investor Services at The Principal. “Principal Retirement Income Edge helps financial professionals design tailored solutions for their clients.”
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