Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Retirement Planning > Retirement Investing

Principal Aims Guide At Professionals

By Staff Writer

X
Your article was successfully shared with the contacts you provided.

A life insurer has developed a document that can help agents talk to clients about retirement planning.

Principal Financial Group Inc., Des Moines, Iowa, says the guide includes budget worksheets, a retirement income timeline, information about Social Security, a retirement income planning workbook, and checklists based on the client’s anticipated retirement date.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.