New findings from 2025 Principal Business Owner Insights survey

Disability Insurance:::Group & Voluntary Benefits:::Life Insurance:::

04/14/2025

Help businesses protect what matters.

Looking to connect with business owners? In the latest Business Owner Insights survey conducted by Dynata, we asked 1,000 owners of small and midsize businesses how they’re prioritizing plans for their business and employees.  

The results provided a snapshot of what’s important to them and the plans they have in place today. Here are some of the key findings: 

• More than 7 in 10 owners say their employee benefits package improves retention, recruiting, and productivity, and two-thirds want to offer more employee benefits.  
• Key employee benefits ranked no. 3 – a significant jump from being ranked no. 7 in priority last year, and a record-high 65% want to offer more key employee benefits.  
• Business protection was ranked as no. 1 priority – and has been since 2010. 
• A need for more capital, being too busy, and not sure where to start are what keeps owners from planning for the financial health of their business. 

Use our tools, resources, and insights from the survey to help start the planning conversation with clients. 

Review the complete findings | Get resources to share insights 

* 2025 Principal Business Owner Insights survey conducted by Dynata. 

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