Business Planning Services
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 succession planning needs.
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.
Learn more | Five questions to help start the business continuation conversation
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
Let’s provide the best business protection for our clients.
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