Are you leveraging all the resources available to you?
As a financial professional you work with your clients to implement strategic investment and financial decisions that will help them support their family and meet their retirement needs.
Yet many of your clients may also benefit from learning about personal trust solutions — another way to provide for their spouse and/or children or to support a charitable intention.
Our personal trust 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 and distribution 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.