Principal Adds Educational Guides to Retirement Income Edge Program

Principal Financial Group released more educational guides about retirement income for financial advisers.

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).