Assist your clients
As a financial advisor, your goal is to assist your clients in saving for their goals and stages of life. Often, your clients’ lives include children, followed by grandchildren, providing you with the opportunity to help your clients with education savings, legacy goals, and estate planning.
Key tools and resources
Rollover your client's 529 plan to the Scholar’s Edge 529 Plan
Help clients with Investment changes.
Contact Ascensus Dealer Services at 1.877.486.9279, Monday through Friday from 8:00 a.m. to 4:00 p.m. ET.
Or contact your dedicated Principal sales team at 1.800.787.1621, Monday through Friday from 9:00 a.m. to 8:00 p.m. ET.