Personal Trusts
Are you leveraging all the resources available to you?
As a financial professional you work with your clients to help ensure they have enough life insurance coverage, their liquid assets are managed effectively and implement strategic investment and financial decisions to support their family and retirement needs.
Yet many of your clients may also benefit from personal trust solutions - whether it is to provide for spouse and/or children, a charitable intention or even as a beneficiary of another trust.
Our business model maintains the advisor-client relationship, allowing you to manage the investments and client relationship while Principal Trust focuses on providing exceptional trust services, including trust administration, distribution services, and tax reporting services.
Principal Trust works with you and your client while setting up or transferring a trust, answering any questions you may have and managing the process.
For more information on personal trusts or for help with any questions and client needs, contact us at 1.800.332.4015.
