Business Solutions

Business Needs Assessment (digital approach tool) Business Owner Retirement Business Valuation/Buy-Sell Review Family Business Planning Industry Marketing - Agriculture Industry Marketing – Healthcare Prioritizing Business Needs Strategic Alliances

Business Protection

ESOP Repurchase Key Person

Business Succession

Buy-Sell Strategies Transfer Strategies

Income Protection

Key Employee Retention & Retirement

Bonus Bonus - LLC Member Bonus - S Owner Bonus (Tax Exempt) Death Benefit Only Death Benefit Only (Tax Exempt) Deferred Comp - 457(b) and 457(f) Deferred Comp - Defined Benefit Deferred Comp - Defined Contribution Deferred Comp - Incentive Bonus Deferred Comp - Select Reward Deferred Comp - Select Reward (Tax Exempt) Deferred Comp - SERP Endorsement Split Dollar Loan Split Dollar

Legacy & Estate Planning

Charitable Giving Gifting Strategies Inheritance Equalization Private Split Dollar Special Needs Trust Solutions Estate Tax Reports

Industry Marketing - Agriculture

The agriculture market offers big opportunities for financial service professionals. No matter the type of farm — livestock, crops, orchards or something else — they have one thing in common: Most are family farms with unique ownership transitions.

Solutions

Consumer Materials

Before the Sale

Agribusiness Strategic Planning Process (BB11777)
Use this brochure to help agribusiness owners better plan for their financial future with four key areas for planning, along with topics to discuss and steps to take.
View (PDF) • Order

Agribusiness Family Conflict flyer (BB11573)
Tips for avoiding conflict during the financial planning process in order to keep the farm, and family, intact.
View (PDF) • Order

During the Sale

Agribusiness Solutions Sample Proposal (BB11824)
Sample proposal used for planning purposes with an agribusiness. Order a customized planning report using the Request for Proposal.
View (PDF) • Request for Proposal (DOC) (BB11776C)

Agriculture Workshop — Define Your Legacy (34 slides) (BB10368)
This presentation uses industry statistics and case studies to explain the four areas of planning and how our products and services can help your clients plan to transition their agricultural operations.

- View PowerPoint (PPT)
- Get Customizable Email Invitation (LF355)

Producer Materials

Key materials listed below.

Agribusiness Marketing Guide (BB11775)

Use this marketing guide to better understand common characteristics of the agribusiness buyer, their areas of need and how you can grow sales within this specific market.

View (PDF) • Order

Agriculture approach eKit (LF829)

Share this eKit with financial professionals interested in helping their agriculture clients find solutions to meet their unique needs. Within the eKit there are links to key marketing materials, designed to help financial professionals get started working with this specific market.

View (OFT)

Next Steps

Important Information

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company^®, and the companies available through the Preferred Product Network, Inc. Plan administrative services offered by Principal Life. 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. For financial professional use only. Not for public distribution.

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