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Surviving Retirement Risks: What Investors Need to Know

The Principal Financial Group helps financial professionals educate clients on critical issues

April 11, 2011 (Des Moines, Iowa) – From the impact of inflation and healthcare costs to deciding whether to retire with a mortgage, near-retirees face significant risks and decisions that could make or break their retirement dreams.

Financial professionals can help clients understand those risks and the implications of their choices using an expanded library of educational guides from the Principal Financial Group®.

The guides are available in the Retirement Education Portal from The Principal®. The comprehensive online library offers financial professionals easy access to educational materials about retirement income planning and resources for overall retirement plan education.

“Of all the risks we face in retirement, few are as daunting as outliving our savings,” said Tim Minard, senior vice president, retirement and investor services at The Principal®. “Investors are turning to financial professionals to help them understand and plan for that risk. These new guides are the latest in an ongoing series of resources that financial professionals can use to help clients make critical decisions that impact their retirement security.”

The full set of educational guides address:

  • Benefits of Delaying Retirement
  • Healthcare Cost Considerations for Retirees
  • Inflation’s Impact on Retirement
  • Maintaining Your Retirement Income Plan
  • Retiring With a Mortgage
  • Retirement Income Withdrawal Strategies
  • Reverse Mortgage Considerations
  • Social Security Considerations for Married Couples

These new educational guides are part of Principal Retirement Income EdgeSM, a comprehensive program equipping financial professionals with education, tools and other resources to help meet client needs and grow their retirement income planning business.

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About the Principal Financial Group

The Principal Financial Group® (The Principal ®)[1] is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement and investment services, life and health insurance, and banking through its diverse family of financial services companies. A member of the Fortune 500, the Principal Financial Group has $318.8 billion in assets under management[2] and serves some 19.1 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG.


"The Principal Financial Group" and "The Principal" are registered service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.
As of Dec. 31, 2010.

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