Thought Capital - Business Market
When business clients turn to you, turn to us. Our leaders interpret the climate, forecast things to come, and help you and your clients stay ahead of the game.
Infographic: Business priorities versus realities (LH142)
A visual way to demonstrate the priorities of business owners and the actions they have taken to-date.
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Infographic: How prepared are you to exit your business? (LH143)
A visual way to show how business owners have a lot to consider when planning for transitioning out of their businesses.
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Infographic: Importance of benefits (LH176)
Offering benefits can help recruit and retain employees and key employees.
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Business insights: Estate planning white paper (BB12592)
Provides background on the evolving estate tax exemption in an uncertain tax environment.
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Key materials listed below.
Life Insurance in Qualified Plans Position Paper (BB10568)
Looks at the position of The Principal related to the issuance of life insurance policies inside qualified retirement plans.
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Business insights: Key employee benefits white paper (BB12576)
Discusses planning opportunities for small to midsize business owners around adding benefits to help retain top talent in a competitive labor market.
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Key materials listed below.
Buy-Sell Agreements and Retirement infographic (BB11378)
Looks at the role a buy-sell agreement plays in a business owner's ability to use their business as a source of retirement income.
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Buy-Sell Agreement Funding Infographic (BB11420)
Outlines funding sources and consequences for not funding. Includes stats about common funding errors.
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