Working with Principal—a Sales Desk Perspective

Wrap-up quiz show

This is us

#opportunity

TRS

Potpourri

$100

Whose institutional retirement and trust business did Principal recently acquire?

Wells Fargo

$100

Which suite of Principal materials are focused on advisor practice management?

Elevate Your Game

$100

True or false? ESOPs can’t borrow money to buy stock.

False

$100

Name one ingredient included in each Meals from the Heartland bag of food.

Grains, dry vegetables, vitamin supplement

$300

True or false? Principal is not a service provider of NQ plans.

False

$300

Principal® IMPACT appeals to which size of businesses?

Small- to medium-
sized businesses

$300

How can Principal help advisors with DB plans?

Principal can help prospect, sell DB plans

$300

Name the platform used to help ensure positive, streamlined experiences for new Principal clients.

Principal® Real Start

$500

Which Principal tool provides an efficient, consistent framework for comparing target date series?

Principal Target Date Analyzer

$500

Name two ways Principal may help participants achieve financial wellness.

HSA Integration and Principal Milestones

$500

Name at least one thing NQ plans allow HCE to do?

Save on pre-tax basis, save above qualified plan limits

$500

Name one fraud trend in the retirement industry.

Cyclical, repeat caller, device takeover

This information is intended to be educational in nature and is not intended to be taken as a recommendation.
Principal® does not make available products related to health savings accounts.
Wells Fargo is not an affiliate of any company of the Principal Financial Group®.
Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options and contract riders may not be available in all states or U.S. commonwealths.
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