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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.

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