The Principal has launched a new set of online tools to help financial professionals help clients address their retirement gap.
Principal Retirement+ offers an online retirement gap calculator, one-on-one case design, analysis and presentation and post-sale support and ongoing administrative services.
"Financial professionals play a critical role in helping individuals determine their retirement readiness by identifying gaps and offering ways to save more," said Patti Bell, director of Advanced Solutions for The Principal. "The world of supplemental retirement solutions can be overwhelming, which is why we created a simple process for financial professionals to get the help and tools they need, allowing them time to focus on their clients."
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