Products April 11, 2011

Principal Adds Material to Education Portal

The Principal Financial Group has expanded its menu of educational guides for advisers to use with clients nearing retirement.  
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The Principal’s Retirement Education Portal is an online library that provides financial professionals access to educational materials about retirement income planning and overall retirement plan education.  The new guides focus on risks near-retirees must consider when forming their retirement strategy.

The topics include:

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  • Benefits of delaying retirement
  • Healthcare cost considerations for retirees
  • Inflation’s impact on retirement
  • Maintaining your retirement income plan
  • Retiring with a mortgage
  • Retirement income withdrawal strategies
  • Reverse mortgage considerations
  • Social Security considerations for married couples

These new guides are part of Principal Retirement Income Edge, a program equipping financial professionals with tools to help meet their clients’ needs and grow their retirement income planning business (see “Principal Offers Retirement Income Planning Tools for Advisers“).

The Retirement Education Portal is available here.

Products April 11, 2011

Broad Financial Expands Web Site with Education Center

Broad Financial's Education Center provides financial advice regarding IRA and 401(k) plans.
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The Broad Financial educational resource explores IRA and 401(k) investment strategies, using an info-graphic that illustrates how a properly diversified portfolio should look. Broad Financial specializes in real estate and provides tips on how IRA and 401(k) funds can be invested in that sector specifically, along with other alternative investment tips. 

The Education Center also promotes Broad Financial’s Ultimate IRA and Solo 401k solutions. The company says these programs offer the following advantages:

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  • Checkbook control – the ability to invest funds instantly on time-sensitive and on-the-spot investment opportunities by issuing a check.
  • True Diversification – investments are not limited to stocks, bonds, mutual funds, and CDs; there is a range of alternative investments that include real estate, gold and silver, tax liens, small businesses, private placements, private loans, and foreclosures.
  • Self-directed investing to give plan holders control.

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