New Loan Split Dollar Tools
Principal® Loan Split Dollar is a key employee benefits plan that can help your business clients recruit, reward, retain and retire select key employees. It offers survivor benefits for the key employees while providing cost recovery options for the employer.
Talk to your clients about how this plan can help them achieve their business goals. This plan comes complete with the services you've come to expect from Principal - consulting services before the sale and administrative services after.
Start the conversation
- Employer Summary
- Customized Proposal I Request for Proposal
- Complete tools and information on the Loan Split Dollar page of our advisor website
Call the Business and Advanced Solutions Hotline at 833-803-8345.
For financial professional use only. Not for distribution to the public.
Insurance issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Plan administrative services provided by Principal Life. Securities offered through Principal Securities, Inc., 800-247-1737, Member SIPC and/or independent broker/dealers. Principal National, Principal Life and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.
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