Retirement Planning presentation
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This document summarizes retirement planning services offered by Principal Financial Group. They provide a comprehensive retirement planning solution through a 6-step advisory process enabled by their retirement planning platform. Their solutions address clients' financial needs at all life stages from youth to retirement through personalized planning, asset allocation strategies, and ongoing monitoring and rebalancing. As a global leader in retirement and financial services with over $400 billion in assets under management, Principal Financial Group offers advisory capabilities backed by their worldwide best practices and operational expertise.
Retirement Planning presentation
- 2. Thatiswherewecomein Simplify the Complex Process of planning Offer one complete solution addressing your financial needs Deliver a Personalized plan tailor made to your needs Provide all services under one roof Analysis, Planning & Monitoring Partnering with you throughout your life span Helpyouapproachyourgoalsconfidently As part of The Principal Financial Group速 (PFG), a global leader in retirement & financial services, we will
- 3. SpendingYears Youth NeedyYears Married ResponsibleYears Marriedwithkids SettlementYears Marriedwithadult children PeacefulYears Retired WorriedYears Couples with marriageablechildren RetirementPlanning coversallLifeStages &LifeEvents leadinguptoapeacefulRetiredLife
- 4. The6stepadvisoryprocessforms thecruxofouroffering Enabled by the stateoftheart Retirement planning Platform and time tested, research driven profiling & asset allocation models. PeriodicMonitoring&Rebalancing InvestmentAllocationStrategy AssetAllocation InvestorProfiling Analysisofcurrentfinancialsituation Identifyyourretirement& financialgoals
- 7. ANameYoucanTrust We are part of the one of the leading financial services organization in the world The Principal Financial Group (PFG) DetailsasonDec31st,2012,unlessotherwisestatedSource:www.principal.com About PFG A leading global provider of retirement & investment services Largest 401(k) provider & 11th largest Life Insurance Company in the US Ranked 268th on Fortune magazines Top 500 Corporation list (May2011) and 481st on the Forbes Global 2000 list(April 2011) Listed on NYSE (Symbol PFG), constituent of S&P 500 since July 2002 $403 Billion in Assets Under Management, Operating Earnings $808 million 18.3 million customers, 13,500 employees worldwide, Offices in 18 countries across Asia, Australia, Europe, Latin America and America PFGs products includes Pension, Insurance, Asset Management, Mortgage & Banking Managing Assets for 10 of the Top 25 pension funds in the world(September2011)
- 8. PRINCIPAL FINANCIAL GROUP Headquarters Des Moines, Iowa Mexico Principal AFORE Pensions Principal Seguros Life Insurance Principal Pensiones Annuities Principal Fondos de Inversi坦n, S.A. de C.V (PFI) Mutual Funds, IAM Chile Principal Vida Annuities / Pensions Principal Creditos Hipotecarios Residential Mortgages Principal AGF Mutual Funds, IAM Cuprum Pensions - Mandatory Brazil BrasilPrev - JV with Banco do Brasil Pensions, Annuities, IAM India Principal/AMC - JV with PNB/Vijaya Mutual Funds Principal PNB Asset Management Co. Asset Management PRA Malaysia CIMB-Principal AMC - JV with CIMB Group Mutual Funds, Asset Management CIMB Principal Islamic Asset Management (PGI JV with CIMB Group) Islamic Institutional Asset Management Hong Kong Principal Insurance Company Pensions, Mutual Funds, IAM Principal Global Investors (Asia) Ltd. Asset Management China CCB-Principal AMC JV with CCB Mutual Funds, IAM Representative Offices Pensions, Asset Management Germany Principal Global Investors (Europe) LTD Asset Management Ireland Principal Global Investors (Ireland) Ltd Mutual Funds UK Principal Global Investors(Europe) LTD Asset Management Japan Principal Global Investors (Japan) LTD Asset Management Australia Principal Global Investors (Australia) LTD Asset Management Singapore CIMB-Principal AMC Principal Global Investors (Singapore) Asset Management Thailand CIMB-Principal AMC Mutual Funds, Asset Management Indonesia CIMB-Principal AMC Mutual Funds, Asset Management Netherlands Principal Global Investors Representative Office Asset Management UAE Principal Global Investors Representative Office Asset Management PFG GlobalPresence
- 9. PFG SomeAwards&Recognition Ranked as the No.1 investment brand in the 2011 Harris Poll EquiTrend Study May 2011 Named as one of the worlds most ethical companies for the fourth consecutive year by Ethisphere Magazine March 2010 Recognized by Pension & Investment magazine as one of the magazines Eddy Award winners for excellence in investment education for defined contribution plan participants. March 2010 Principal Funds ranked as the fifth largest manager of lifecycle mutual funds by Financial Research Corporation. December 2010 Principal Funds ranked no. 3 on Barrons annual ranking of top Mutual Fund companies February 2011 Source:www.principal.com