Alexa, what’s my Principal® Flash Briefing?

Principal® adds voice technology to their innovative, educational resources

Building confidence starts with being educated. In an effort to encourage individuals to build a solid base of financial knowledge, Principal Financial Group® takes sharing their expertise up a notch with first-to-market, voice-activated financial wellness and retirement readiness education.

When individuals enable the Principal® Flash Briefing skill and say, “hey Alexa, what’s my Flash Briefing?” they’ll hear quick retirement planning and financial tips spoken to them. And if those snippets aren’t enough, listeners will be directed to principal.com/alexa to dive deeper on the topic with resources from their financial wellness platform, Principal® Milestones.

“Financial and retirement education doesn’t have to be complex. Giving individuals actionable information in bite-sized pieces helps them feel more confident in their choices,” said Joleen Workman, vice president of customer care at Principal. “It’s as simple as helping them think through their financial decisions.”

The Flash Briefing will help encourage this behavior when Alexa gives tips like:

  • ‘10%. What’s so special about that number? Saving at least 10% of your income plus other contributions toward retirement could help you get closer to setting you up for the retirement you want. And if that seems overwhelming right now, consider ticking up your contribution by 1% each year to get closer to your goal. It’s never too early, or too late, to master your money.’

“Voice technology is yet another medium available to individuals to help them educate themselves, wherever they are, with resources that help them build confidence to take action,” added Workman. “Customers are saying great things about Principal® Milestones, and the confidence they gain using these resources to help make a financial plan.” Workman said. “With a Principal® Flash Briefing, we’re elevating and testing a new way through which individuals can access these resources and make progress toward financial security.”

News Release Contact

Retirement Plans

Hillary Carlson, 515-878-1460
Lonnetta Ragland, 515-878-1504

About Principal®

Principal helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals—offering innovative ideas, investment expertise and real-life solutions to make financial progress possible. To find out more, visit us at principal.com.

Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

Amazon Alexa is a trademark of Amazon.com, Inc.