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Beneficiary Planning

As clients approach and pass retirement age, they typically need more information about beneficiary planning: how to preserve assets, properly direct assets, and avoid unnecessary tax burdens.

An effective wealth-transfer strategy with our beneficiary planning program helps you solidify your existing client base and bridge the gap to the next generation of investors.

To see our comprehensive beneficiary planning program, log in to our Web site for financial professionals by visiting one of the following sections:

Beneficiary Planning – detailed information and real-life examples.

Practice Management – building your business and holding family meetings.  

On these informative Web pages you’ll find a wealth of wide-ranging tools, including brochures, checklists, and prospecting letters:

  • How to conduct a family meeting
  • Financial professional beneficiary planning guide
  • Investor beneficiary planning guide
  • Beneficiary checklist
  • Family meeting prospecting letter
  • Best practices on growing your business with beneficiary planning

To learn more about how beneficiary planning can help you build your business or to obtain these valuable tools, contact our Sales Support Hotline at 1.800.787.1621.


To obtain a prospectus, download online or call Sales Support at 1.800.787.1621

While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. For more information about our funds, including their full names, please see the Principal Funds, Inc. prospectus or call Sales Support at 1.800.787.1621.

Investing involves risk, including possible loss of principal.

Principal Funds are distributed by Principal Funds Distributor, Inc.

Not FDIC Insured - May Lose Value - No Bank Guarantee

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