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Business Owner Insights

In the 2024 Principal® Business Owner Insights survey conducted by Dynata, we asked 1,020 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. Use our tools, resources, and insights from the survey to help start the planning conversation with clients.

Key resources

Brochure: Insights to plan for your future (BB10316)
Share results of the 2024 survey with business owners to get them thinking about their own priorities and planning needs.
View (PDF) | Order

Approach email (LF888)
Get business owners thinking about how they're balancing their priorities and planning.
View (OFT)


  • Business priorities versus realities (LH142)
    Illustrates the top five priorities business owners cited and how they don’t always reflect their realities. Also includes five reasons that keep them from planning.
    View (PDF) • Order

  • How prepared are you to exit your business? (LH143)
    Highlights key things to consider for a successful transition (both planned and unplanned).
    View (PDF) • Order

  • Importance of benefits (LH176)
    Offering benefits can help recruit and retain employees and key employees. 
    View (PDF) • Order

Insurance products issued by Principal National Life Insurance Co (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. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.
For financial professional use only. Not for public distribution.

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