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By listening and asking you the right questions, the representative will help you form a strategy you can live with, everyday. How much volatility are you willing to take on? Are you looking for long-term growth? Do you anticipate a need for cash in the near future? What are your family needs? When will you retire? These questions and many others will help guide you to the asset allocations and investment options that match your needs.
Asset allocations is essential for qualified funds, such as pensions, SEP, and IRAs, as well as nonqualified and regular accounts intended for other needs.
MAG Mutual professional liability insurance policyholders receive free consultations on investment strategies. For more information, please contact the Principal Financial Service Center for MAG Mutual members at (800) 316-0143, or contact us:
Insurance issued by Principal Life Insurance Company. Securities and advisory products offered through Princor Financial Services Corporation, 1-800-247-4123, member NASD, SIPC. Principal Life and Princor® are members of the Principal Financial Group (The Principal), Des Moines, IA 50392-2080. MAG Mutual is not an affiliate of any member of the Principal Financial Group and does not offer any securities or advisory products.
"The Principal®" and "Principal Financial Group®" are registered service marks of Principal Financial Services, Inc. 7592112008
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