Principal is Constantly Listening To Customers

Principal Financial has teamed up with ARAG to roll out access to a legal document resource for retirement plan participants. Users can use the tool to prepare legal documents including: (1) standard will, (2) power of attorney, (3) HIPPA authorization, (4) living will, and (5) medical treatment authorization. Documents are stored on ARAG’s site and are available to edit at one’s convenience.

This resource had previously only been available to group life insurance customers as part of the financial wellness resources Principal makes available to help people manage their financial future.

“We’re constantly listening to our customer’s needs . And when 75% said they would find legal documentation helpful in supporting their financial wellness, it was a no-brainer to help fill this gap. People who know more are more confident, and confident people make good decisions. That’s why we work every day to help educate people and build their confidence around financial decision making” – VP of Retirement at Principal, Joleen Workman.