Key topics
Fair marketing and advertising
Fairness and transparency are integral to our business. We work to ensure our advertising is easy to understand and does not include any false, misleading, or exaggerated statements, adhering to applicable regulations that govern communication with the public to help ensure our customers are able to make informed decisions.
Customer education and empowerment
We believe expanding access to useful financial tools and insights can improve knowledge and result in greater financial equity. Across the world, we’re leveraging our expertise to make reliable financial information available to more people, providing them with the education and resources they need to better manage their financial future.
Product equity and access
We understand the different obstacles individuals and businesses face when planning, protecting, and saving for the future. We are uniquely positioned to remove these barriers and make financial and insurance products, services, and solutions more accessible through relevant and inclusive experiences and choices.
- We hosted our free monthly webinar series in the U.S. covering topics like market volatility and inflation, preparing for retirement, improving credit, estate planning, debt, and budgeting.
- We added enhanced budgeting tools and the ability to link outside accounts to enable individual retirement plan participants to have a more comprehensive view of their savings, manage their money, and make more meaningful decisions for their future.
- We launched Elevate® by Principal, an ecosystem created to accelerate the growth of small and midsized businesses (SMBs).
2023 Sustainability report
Read more about our commitment to sustainability.
Download full report (PDF)