Focusing on helping business professionals develop and implement comprehensive financial strategies.
I always appreciate Amy's insights! Check out her top aha for business planning and growth in 2️⃣0️⃣2️⃣6️⃣
12/20/2025
Principal® has added passkeys as a new, secure way for participants to help protect their accounts—without the hassle of remembering complex passwords. Passkeys offer:
🗸 Stronger protection
🗸 Faster sign-in
🗸 Greater peace of mind
Security matters, and Principal is making it easier to stay safe online.
https://livesocial.seismic.com/aZdwki
12/18/2025
Pooled employer plans (PEPs) have seen significant growth over the last four years. In a new PLANADVISER article, Sean Jordan, VP – Small & Mid-Market Segments at Principal®, highlights the growth Principal is seeing and why PEPs are becoming an increasingly popular option for mid- to large-market employers.
https://livesocial.seismic.com/aDDR0O
12/17/2025
Individual disability income insurance multi-life opportunity! 📊 Financial professionals: Combine our 6A+ rating with a 20% Multi-Life Discount for even more savings on disability income protection. Ideal for professional service firms! Learn more:
https://livesocial.seismic.com/aYzuKO
Insurance
12/16/2025
The Fed delivered a widely expected rate cut at its December meeting, but growing divisions hint at a more complex path ahead.
Get the details in the latest market response from Principal Asset Management℠:
https://www.principalam.com/us/insights/macro-views/december-fomc-meeting-divided-yet-predominantly-dovish-fed?utm_medium=socialselling&utm_source=socialchannel&utm_term=livesocial
Reposting this great "Benefit Basics" video Amy Friedrich shared. It's short, straightforward, and great for enrollment communications.
Employees often need quick refreshers on what these benefits actually mean—and this video delivers just that. We'll be using it with clients all season.
- Loved the relatable approach in this video Amy Friedrich shared. These scenarios can help employees understand why benefit decisions matter and how they apply in real life.
We'll be using this with clients throughout enrollment season to keep education simple and meaningful.
12/10/2025
Disability insurance premium savings alert! 💰 Financial professionals: See how select professionals can save with our 6A+ rating. Learn more:
https://livesocial.seismic.com/aHfJme
12/09/2025
Something that consistently stands out in my conversations with business leaders: When it comes to financial priorities, retirement savings tops the list.
This isn't just anecdotal. I see it reflected in data like the 2024 Principal Real Life Retirement Journeys survey. I hear it in the daily conversations I have with employees across different industries. It's the financial goal that keeps coming up, regardless of age or career stage.
As a business leader, understanding this priority gives you a powerful lens for decision-making. When you align your benefit strategies with what matters most to your team, you can create a stronger, more engaged workplace.
What financial priorities do you hear most often from your team members?
https://www.principal.com/businesses?utm_medium=socialselling&utm_source=socialchannel&utm_term=livesocial
Did you know? Investing in financial education and retirement planning in the workplace can create a 💫virtuous cycle💫
1️⃣Employees tend to make more informed decisions about debt, savings, and retirement.
2️⃣This can lead to improved financial health and reduced financial stress.
3️⃣Less stressed employees can be more productive and engaged at work.
Explore the impacts of financial inclusion at https://www.principal.com/financial-inclusion?utm_medium=socialselling&utm_source=socialchannel&utm_term=livesocial
It's a joy working with employees like Ashley, who are genuinely excited to take advantage of all the resources their employer offers to help build a more secure financial future.
Ashley is helping build the sales force for Shaw Industries. Meanwhile, Shaw and Principal® are making her retirement savings a snap thanks to automatic enrollment.
Good job, Ashley!
https://www.principal.com/businesses?utm_medium=socialselling&utm_source=socialchannel&utm_term=livesocial
11/18/2025
Sri Reddy, SVP - Retirement and Income Solutions at Principal®, recently joined a panel on PLANSPONSOR's Livestream Roadmap Series to discuss incorporating annuities into Defined Contribution (DC) plans. Panelists shared insights from plan sponsors and providers who have successfully introduced lifetime income features, including considerations around fiduciary duties, plan design, and communication strategies. Read more.
https://livesocial.seismic.com/aHtLmZ
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