Life Business Case Submission
Take advantage of free, top-notch administrative services from Principal® by making sure your business is submitted to our Business Market Administration (BMA) department.
To help ensure you are taking advantage of all the services BMA has to offer, follow these specific steps for each solution. A Business Case Submission Checklist is required for each solution.
Business Protection
Key Person
Legacy & Estate Planning
Private Split Dollar
Business Succession
Cross Purchase Buy Sell
Entity Purchase Buy Sell
Key Employee Retention & Retirement
Endorsement Split Dollar
Loan Split Dollar
Bonus
Bonus - LLC Member
Bonus - S Owner
Deferred Comp - Select Reward
Deferred Comp - SERP
- Call 800-654-4278, options 4, 2, 3 or contact your BMA Administrator.
Important Information
Insurance issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal National and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392.
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