Principal Gives Advisers Income Planning Edge

May 21, 2009 ( - The Principal has beefed up its offerings to help advisers help plan participants with retirement income planning.

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.”