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

Strategic Alliances

Strategic alliances, such as property and casualty (P&C) agencies and employee benefits and accounting firms, are often searching for new reasons to reach out to their existing clients. And they know that some of their customers have unfulfilled risk protection needs.

So, why aren’t they offering to fill these needs? Well, without in-house experienced professionals on life and disability insurance—or retirement and succession planning—they may not feel comfortable making the offering without the necessary support

That's where you come in. You can help strategic alliances deliver the additional products and services that will strengthen their customer relationships—and everyone’s bottom line.

For financial professional use only.

Sales Opportunities

The opportunity for you

Opportunity Presentation (BB12009)
See the benefits of a potential collaboration between you and a strategic alliance, and get tips for making it happen.
View (PPT)

Opportunity Guide (BB11976)
Get need-to-know information and strategies about building an effective relationship with a strategic alliance.
View (PDF) • Order

Opportunity Email (LF693)
This offers a high-level look at the benefits of a strategic alliance and how we can help.
Get email (OFT)

eKit (LF828)
Share this with financial professionals so they can learn more about the strategic alliance opportunity and approach clients. It includes links to key marketing materials to get started.
Get email (OFT)

The opportunity for the strategic alliance

Agency Approach Email (LF694)
Use this email to help demonstrate how offering additional risk protection solutions can benefit strategic alliances.
Get email (OFT)

Agency Approach Brochure (BB11975C)
Use this customizable brochure to approach strategic alliances and show them how collaborating with you could provide more opportunities for their clients and business.
View (PDF) • Order

Tools and resources for businesses and individuals

To discuss your research and approach strategies in the strategic alliance, please contact:

Annette T. Young, Assistant Consulting Director—Business and Advanced Solutions
young.annette.t@principal.com
515-452-4096

3444413-032024