Bankers Trust Portfolios
Available Investment Options
Should you become too sick or hurt to work and are approved to receive benefits under your Disability Income (DI) Retirement Security program from Principal Life, your benefits will be paid to a trust for your benefit. Bankers Trust Company will serve as trustee of your trust.
Bankers Trust will invest the benefits into one of six different asset allocation models to help you continue saving for retirement. To help you determine which model to invest in, you and your financial representative can use the following Future Retirement Risk Questionnaire
After taking the Future Retirement Risk Questionnaire
and identifying the most appropriate asset allocation model, based on your goals, investment experience, retirement time horizon and risk tolerance, view detailed information on the models:
If you have additional questions regarding the investments offered by Bankers Trust Company, please call
Scott E. Johnson
Wealth Planning Officer
Private Client Group
Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.