Working To Rebuild Assets
The stock market decline of 2008 shook the confidence of many investors including, perhaps, some of your own clients. Now, more than ever, investors need your guidance and expertise to gain a more realistic perspective on short-term market moves and unrealized losses, and to keep long-term damage at bay.
Seize this opportunity to demonstrate the value you bring to your clients by leading them on the path to rebuilding. Along the way, you can help them become more informed investors—who can make more insightful choices regarding the addition of new money for investment and their asset allocation.
With the help of the following new tools from Principal Funds, you can demonstrate your expertise while helping clients to rebuild assets and refocus on long-term investing goals.
 |
White Paper – Working to Rebuild Assets: Keys to Managing Risk and Volatility Provides you with words, concepts, and historical data to help investors restore confidence and get back on track. The white paper offers financial professionals tools to help investors visualize how quickly balances can rebound, and also suggests approaches for you to demonstrate the various concepts of investing that can lead investors to their own personal vision of recovery. |
 |
Client Seminar Package – Working to Rebuild Assets: Taking Steps toward a Balanced Recovery  Provides perspective on the impacts of market volatility, and explores using strategies such as asset allocation to rebuild and diversify investment portfolios. The package consists of a client-focused presentation and corresponding tools - to help you prompt client attendance, deliver a high-impact seminar, and encourage post-seminar meetings. Tools are customizable, and include: a planning checklist, an invitation, a phone script, a thank-you letter, and a follow-up letter. |
Register now to access your complimentary downloads of these tools.
For more information about solutions that can help you grow your business, contact your Principal Funds representative, or the Sales Support Hotline at 800-787-1621.
To obtain a prospectus, order online or call Customer Service at 1.800.222.5852
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 Customer Service at 1.800.222.5852.
A mutual fund's share price and investment return will vary with market conditions, and the principal value of an investment when you sell your shares may be more or less than the original cost.
This Web site was created and is maintained by Principal Funds Distributor, Inc. exclusively, and not by the Directors of the funds.
Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.
Not FDIC or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency
