Use these simple calculators to help demonstrate various planning needs to your clients.
For producer use
For consumer use
- Retirement Wellness Planner - Help clients find out what their entire retirement portfolio looks like. Use the planner at principal.com/yourfuture to see if their score is in the green, yellow or red.
- Life Insurance Need Calculator - Estimates how much life insurance an individual needs.
- Nonqualified Deferred Compensation Deferral Calculator - Allows plan participants to compare growth rates in a deferred compensation plan to a taxable investment.
For financial professional information only – not for use in sales situations.