Employee engagement Global inclusion
Governance, ethics, & risk Environmental impact Sustainable sourcing
Products & services
Sustainable investing Consumer & product impact Financial inclusion
Making a difference
Volunteerism Sponsorships Principal Foundation grants
Sustainability Consumer & product impact

Consumer & product impact

Key topics

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Fair marketing and advertising

Fairness and transparency are integral to our business. We work to ensure our advertising is easy to understand and does not include any false, misleading, or exaggerated statements, adhering to applicable regulations that govern communication with the public to help ensure our customers are able to make informed decisions.

Fair marketing and advertising procedures statement (PDF)

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Customer education and empowerment

We believe expanding access to useful financial tools and insights can improve knowledge and result in greater financial equity. Across the world, we’re leveraging our expertise to make reliable financial information available to more people, providing them with the education and resources they need to better manage their financial future.

Financial education webinar replays

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Product equity and access

We understand the different obstacles individuals and businesses face when planning, protecting, and saving for the future. We are uniquely positioned to remove these barriers and make financial and insurance products, services, and solutions more accessible through relevant and inclusive experiences and choices.

Accessibility commitment

Hola Futuro

2023 highlights
  • We hosted our free monthly webinar series in the U.S. covering topics like market volatility and inflation, preparing for retirement, improving credit, estate planning, debt, and budgeting.
  • We added enhanced budgeting tools and the ability to link outside accounts to enable individual retirement plan participants to have a more comprehensive view of their savings, manage their money, and make more meaningful decisions for their future.
  • We launched Elevate® by Principal, an ecosystem created to accelerate the growth of small and midsized businesses (SMBs).

2023 Sustainability report

Read more about our commitment to sustainability.

Download full report (PDF)

Our work supports the following UN Sustainable Development Goals:

Goal 8: Decent work and economic growth Goal 10: Reduced inequalities

Featured stories

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3 min read

Financial inclusion

Measuring women’s financial health

A new report, sponsored by Principal Foundation and conducted by the Financial Health Network, digs into the causes of and possible solutions to women’s financial insecurity.