For Businesses - Owner & Key Employee Solutions

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