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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 - Healthcare

Healthcare is the nation’s fastest growing industry. It’s expected to consistently grow quicker than average for all occupations in the next 10 years because of an aging population.¹ This leads to greater demand for health care services—and opportunities for you.

Healthcare professionals vary in their responsibilities and protection needs, but most fall within these three target market categories: Practitioners, practice owners, and administrators.

Get started today by connecting with medical sales professionals. They interact with members of this industry every day and can be a great way to get to know others in the industry. You could also develop an informational referral relationship to introduce each other to potential prospects—or even help them with their own protection needs.

¹ Bureau of Labor Statistics, Industry Employment and Output Projections to 2028, March 11, 2024.

Target Market

A common theme within the healthcare industry is the large amount of paperwork they deal with every day. Be mindful of what you choose to hand out—and work with Principal^® to make the process more digital.

Practitioners

Provide medical care to patients.
Includes physicians, dentists, nurse practitioners, optometrists, veterinarians, technicians, nurses, and other specialties.
Talk to them about their own individual protection needs.

Practice owners

Practitioners who own their practice.
Practice medicine while also managing the operations and employees of the business.
Talk to them about their own individual needs, business protection, succession planning, and employee benefit opportunities.

Administrators

Work for hospitals, physician networks, nursing homes, and other larger healthcare institutions to ensure the business is running smoothly. This includes operational functions, health insurance regulations, billing, employee benefits, and more.
Talk to them about their own individual needs, succession planning for key employees in their organization, and employee benefit opportunities.

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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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