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Principal Publishes Professional Aids

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An insurer has come out with a pair of publications for financial professionals.

Principal Financial Group Inc., Des Moines, Iowa, says it has developed a beneficiary planning guide for financial professionals that gives advice on how to conduct a comprehensive beneficiary review, organize a family meeting and host a beneficiary planning seminar.

Principal also has developed a guide professionals can give to investors.

The investor guide features a 1-page chart that shows how different types of beneficiaries are affected by individual retirement account distribution choices.


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