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

Provide business clients with a personalized assessment

Help clients see how they’re doing to protect their business, employees and lifestyle with a personalized report from the Principal^® Business Needs Assessment.

Get the details

Business Solutions Overview

Business owners need your help in establishing plans that can help them protect their business, employees, and lifestyle.

Consumer Materials

Key materials listed below.

Consumer Approach Brochure (BB11957)

Demonstrate to employers our comprehensive business market solutions.

View (PDF) • Order

Producer Materials

Key materials listed below.

Stand out in the business market flyer (BB11368)
Get details about our solutions, experience, and service to help you and your business clients before, during, and after the sale.
View (PDF) • Order

Business solutions customer profiles flyer (BB11233)
Learn who the best prospects are based on top five industries, employer size, years in business, and annual sales volume.
View (PDF) • Order

Business solutions consulting flyer (BB12580)
Use this flyer to show financial professionals how research results can help uncover opportunities for them and their clients.
View (PDF) • Order

Business solutions eKit (LF827)
Share this eKit with financial professionals so they can learn more about the business market opportunity and approach clients. It includes links to key marketing materials to get started.
Get Email (OFT)

Life opportunities in the business market eKit (LF1559)
Email financial professionals key tools and resources to help them provide business solutions funded with life insurance.
Get Email (OFT)

For presentations to share our business solutions story with financial professionals, refer to the Presentations section of our Sales Training page.

Next Steps

3433341-032024