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For Businesses - Owner & Key Employee Solutions

Estate Planning

Featuring financial editor Jean Chatzky

Get yourself prepared for whatever comes next.

Help yourself, your business and other key employees dream again. Visit our Planning Center for Businesses.

By working with the Principal Financial Group®, you can implement solutions and services that can help maximize the efficiency and effectiveness of your business.

We offer a complete package of tailored solutions to address the financial needs of businesses, business owners and key employees.

Could you and your business benefit from these solutions?

  • Business exit planning - Creating succession strategies that allow owners to exit their business when they want and on their terms, while considering tax, legislative and business structure influences.
  • Estate planning - Helping to minimize the impact of taxes and expenses on an estate and/or business, while maximizing distributions to heirs, third parties and charities.
  • Retirement income - Helping employers offer nonqualified solutions that help owners and key employees plan an adequate retirement income — while helping to recruit, reward and retain key employees.
  • Business protection - Implementing strategies to preserve, protect and promote the value of the business to better facilitate a subsequent transfer to family members, key employees, other owners or third parties.
  • Survivor income - Helping business owners' families achieve their specific financial objectives, like paying for college and paying off the mortgage.
  • Income protection - Protecting business owners financially in the event of a prolonged illness or injury — helping not only the business owner personally, but also in keeping the doors of the business open.

Approval #501012011

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