◀ The Principal Blog

Posts from the ‘Employee Benefits’ category

How to Build a Better Client Relationship



Everything we do requires a choice. Options are everywhere, and every day, we’re asking clients to pick one over another. But what drives a person’s financial decision making? Knowing more about human nature and motivation can help us communicate better and, over time, even create stronger…

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Lions, and Tigers, and Retirement Plans? Oh my!: Criteria to Help Take Advantage of the Transition Period



Recently, I took a trip to the world-renowned Henry Doorly Zoo in Omaha, Nebraska.  I was a little disappointed, at first.  The eastern boundary of the zoo had a path carved through it, but was full of equipment and machinery.  The construction meant no giraffes, zebras or pachyderms (elephants,…

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