New digital RFP for Informal Business Valuations and Buy-Sell Reviews

Disability Insurance:::

02/06/2023

Principal^® is focused on uncovering the needs of small to midsize businesses and helping you start the planning conversations with Informal Business Valuation and Buy-Sell Review reports.

The reports provided offer important information to owners about the impact the value of their business and/or the state of their buy-sell agreements can have on many aspects of their financial future. And that, in turn, can lead to additional life and disability insurance as well as accumulation sales for you.

We’re excited to announce our new digital request for proposal (RFP) that will speed up the process for you and your clients when requesting reports. Here are some key benefits:

• Improved experience—no more fillable pdfs
• Fewer questions to answer
• Guidelines to help ensure everything is included to help eliminate delays
• No more file size limits

Get started.

• Use the new Informal Business Valuation and Buy-Sell Review RFP.
• Visit our Business Valuation/Buy-Sell Review site for additional marketing materials.

For financial professional use only. Not for use with consumers or the public.
Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., Member SIPC, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.
 

2664866-012023