No-Cost Business Planning Services

Open Doors with Business Owners

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Your business clients will appreciate the complimentary business planning services offered through the Principal Financial Group. These services include informal business valuation proposals and buy-sell reviews. They are great "door openers" and often uncover additional personal and business needs that Principal Life Insurance Company offers solutions to cover.

Principal's Advanced Solutions team of professionals can:

Review existing buy-sell agreements - View Sample Buy-Sell Review Report
Create informal business valuation proposals - View Sample Informal Business Valuation

How it works

Identify clients or prospects who could benefit from these services and approach them today. Then work with my office to complete the Fact Finder.

For either service, the most recent three years of business financials or tax returns are required upon submission of the Fact Finder. If you're requesting a buy-sell review, a copy of the buy-sell agreement is required.

To learn more about these complimentary door openers, contact your BUA Brokerage Sales Consultant

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Business Underwriters Associates
Phone: 330.576.1131
Toll Free: 1.800.792.6795