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Products March 30, 2010
The Principal Enhances Services for Advisers
The Principal Financial Group announced an enhanced platform of tools, services, and pricing for financial professionals.
Reported by Rebecca Moore
Financial professionals can choose the services they want to deliver and the services they want The Principal to take the lead on, including: participant education; local service support and annual plan and investment reviews; the choice of a bundled service model or working with a local third-party administrator, and investment flexibility.
The Principal also said financial professionals also have access to: service and education professionals dedicated to helping financial professionals grow and manage business; more than 70 non-branded business development tools; and The Retirement Dashboard, a central location on The Principal Web site for managing client information.
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