Principal Milestones offers financial wellness resources
There’s more to financial wellness than just retirement planning. To help you extend your education reach, we’re providing retirement plan participants with access to education, resources and inspiration for money management and other financial priorities. They can get help with student loan repayment, college savings, planning for health care and more.
The resources on the new Principal® Milestones website help set a strong foundation so you can elevate your discussions with employees to their more complex financial and retirement planning needs.
Confidence is key
Recent research identifies attitude as the most significant factor behind financial decision-making. Those who don’t feel confident about their finances are 64 percent more likely to postpone making major financial decisions than those who are more confident, regardless of their income. People who spend some time learning about financial planning are 75 percent more likely to be confident in their financial future.1
Explore the Principal® Milestones site
Check it out now at principal.com/Milestones. You’ll find:
- Resources from the award-winning EnrichTM financial literacy platform
- A quick link to access will and legal document preparation services through ARAG®
- Webinars, worksheets, videos, articles, courses, calculators and more
You can use this flier and video to share this financial wellness resource with your clients and their employees. We’ll also let them know about the Principal® Milestones resources over time. They have free, anytime access whenever they’re ready.
There’s always more to come
This is a big year for the participant experience. Up next, we’ll share an Amazon Alexa skill, a new welcome website, a brand new mobile app and a new way for employers to share educational content and encourage employees to take action.
As we introduce new resources and engage in new ways, we always work to deliver a personalized, simple, actionable experience that helps build confidence in making financial decisions. We’ll keep you posted as we go.
We can help. Contact your local Principal® rep or call our Advisor Support Team at 800-952-3343.
For financial professional use only.
1. Principal Financial Group and Dan Goldstein, April 2018.
The value-added resources provided through ARAG Services, LLC (ARAG®) and iGrad, Inc. (Enrich) are not a part of any insurance products and plan administrative services provided through Principal Life Insurance Co. or affiliated with any company of the Principal Financial Group®. All resources may be changed or canceled at any time. The use of resources provided by ARAG Services, LLC or Enrich should not be considered a substitute for consultation with an attorney or advisor. Principal® is not responsible for any loss, injury, claim, liability, or damages related to the use of the ARAG Will & Legal Document Center or Enrich resources. Please remember that the ARAG legal documents are accurate and useful in many situations. Whether or not the document is right for you and your situation depends on your circumstances. If you want specific advice regarding your situation, consult an attorney.
Information is intended to be educational in nature and is not intended to be taken as a recommendation.
Enrich and ARAG Services, LLC are not an affiliate of any company of the Principal Financial Group.
Amazon Alexa is a trademark of Amazon.com, Inc.
Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, IA 50392.
576600-082018 | 08/2018 | © 2018 Principal Financial Services, Inc.
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