Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products May 28, 2009
Principal Adds Educational Guides to Retirement Income Edge Program
Principal Financial Group released more educational guides about retirement income for financial advisers.
Reported by Rebecca Moore
Principal said the new educational materials explore:
- Social Security Considerations for Married Couples
- Benefits of Delaying Retirement
- Net Unrealized Appreciation
- Five Key Retirement Risks.
“One of the biggest risks we face in retirement is outliving our savings,” said Randy Bachman, assistant vice president, Retirement and Investor Services at The Principal, in a release. “Now more than ever before investors are turning to financial professionals to guide them through ways to reduce that risk.”
The guides are part of Principal Retirement Income Edge, a program to provide financial professionals with education, tools, and other resources to help meet client needs and grow their retirement income planning business (see “Principal Offers Retirement Income Planning Tools for Advisers’).
You Might Also Like:
Nurses Left Out of DOE’s Higher Loan Limits for Professional Degrees
Student debt could be impacted by the DOE’s proposed restriction of higher federal graduate student loan limits to just 11...
IRIC Foresees Broader In-Plan Retirement Income Adoption in 2026
This year saw expanding selection of target-date funds, annuity marketplaces, systematic withdrawal programs and other income solutions, according to the...
Vitera Expands Guaranteed Income Solutions in DC Market
In an exclusive interview, Vitera’s new CEO, Rebecca Tadikonda, explains the firm’s recent share class launch, market demand and re-branding.
« New York Life Offers Advice Service for Taft-Hartley Plans