Open Doors with Complimentary Business Planning Services
Business owners have ranked business protection as their highest priority since 2010.
When planning for the future, they face a triple threat when it comes to disability. They need to consider personal income protection as well as business continuation and all its needs such as payroll operations, hiring services and ore.
Principal® offers complimentary informal business valuations and buy-sell reviews from our own CPAs and attorneys to help shed light on these potential business protection opportunities. The valuations and reviews are a great way to start conversations with business owners and provide valuable information about their business.
What’s needed for these services
- Business planning services fact finder (submission instructions included)
- Copy of any current buy-sell agreement and any amendments (if applicable)
- Copies of financial statements (balance sheets, income statements, or company tax returns) from the most recent three full tax years
- Detailed list of all disability and/or life insurance policies
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