Lewis Grace
Relationship Manager at Principal Financial Group
Based in Atlanta, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Atlanta
Industry
Financial Services
Company size
25K
Contact information
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l•••••••@principal.com
Phone
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Background
About Lewis Grace
As a retirement plan service professional for Principal®, I work closely with plan sponsors and financial professionals in Georgia and Alabama to help provide services to our clients, including, fiduciary support, plan investment reviews, retirement plan design consulting, plan compliance and participant education. At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with advisors, plan sponsors, and Third-Party Administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit and ESOP.Business-Building / Advisor Support Opportunities- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysisYou’re welcome to contact me at grace.lewis@principal.com and thank you for visiting my LinkedIn page.Insurance products issued by Principal National Life Insurance Co.(except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Lewis Grace is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.CRPS® is an education designation only, obtained by the holder by completing the requisite coursework. This designation does not mean the holder is acting in a fiduciary skills list below does not imply licensure, training, or the ability to solicit products or services.
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