Principal Unveils Benefits Analysis Tools

March 29, 2006 ( - The Principal Financial Group has released the Employee Financial Resource Program, which offers three financial analysis packages for financial representatives to use with employee benefits clients.

A Principal news release said the three components of the new offering include:

  • Participant Retirement Goal Review – A one-hour session walks employees through the process of assessing their current retirement savings and goals, including understanding investment principles, reviewing their current choice of investment options and assistance in making asset allocation changes.
  • Financial Strategies – This financial needs analysis tool provides up-to-date information, analysis and calculations of where clients are today and what they may need to do to get where they want to be.
  • From Here to Security – This program is designed to educate consumers on the need for individual life and disability income insurance and help them identify what coverage they may need to help them be financially secure.

“Whether you’re a senior producer, or new to the market, it’s important when working with a growing business to serve not just the business owner, but also his or her employees. Through the Principal Employee Financial Resource Program, financial representatives are armed with the technology, tools and presentation resources to help make a good impression,” said Jerry Patterson, vice president of Marketing for the Life and Health Segment of the Principal Financial Group, in the news release.

Further information is available at The Principal National Sales Desk at 800-654-4278.