Products and Advisory Services
It's not enough just to offer investment products to your clients.
You need a full-range of solutions you can confidently recommend to your clients - solutions that fit their unique needs.
As a member of the Principal Financial Group®, Princor gives you one of the most comprehensive product offerings available:
- Mutual funds, with full lines of retail- and managed-account options
- Tax, credit, oil and gas programs, 1031's, and a full suite of annuities
- Comprehensive wealth management services with all investment account options
- A comprehensive selling agreement list so you can continue to service, sell, and receive trailing compensation for the products you already have
- A full range of Pershing brokerage accounts (transactional and managed)
Through the flexibility of our corporate RIA program, you can offer fee-based products, planning tools, and seminars to strengthen client relationships and boost your new business marketing efforts.
As a Princor Investment Advisor Representative you'll have access to:
- Fee-based wrap accounts
- Fee-based financial planning and executive planning
- Fee-based business consulting
- Fee-based employer-sponsored services
Contact us to learn more about current product listings and our corporate RIA program.