Employee benefits and retirement plan solutions Assess your needs

Assess your needs

How can you help protect the financial well-being of your business?

Use the Principal® Business Needs Assessment to explore best practices to help protect your business, your employees, and your lifestyle.

Why should you take the Business Needs Assessment?

As a business owner, a lot rests on the success of your business. Answering a few questions about your overall business and priorities could uncover ideas to help improve your financial well-being and help reach your business goals

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Who's this for?

  • Privately held and publicly traded businesses
  • For-profit and nonprofit organizations
  • Businesses with any number of employees
  • All industries

What will you get?

  • A personalized report with an analysis of how you're doing and feedback to help you reach your business goals
  • Next steps to help secure your financial well-being
  • Information on topics relevant to helping protect your business—from things like buy-sell planning and funding, to plans for recruiting, retaining, rewarding, and retiring your key employees

What have other business owners asked us most?

Check out our FAQ

Take control of your business and future with these solutions to help:

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Protect your business

  • Buy-sell and business transfer strategies
  • Key employee retention benefits
  • Key person protection
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Protect your employees

  • Qualified retirement plans
  • Group benefits
  • Key employee retirement benefits
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Protect your lifestyle

  • Business owner strategies
  • Disability insurance
  • Life insurance
  • Legacy and estate planning

Ready to assess your business needs?

Get Connected

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Give us a call.

Business specialists are available Monday-Friday, 8 a.m. - 5 p.m. CT


Option 3, ext. 11300

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Email us your question.

Send us your questions and a business specialist will get back to you.

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Find a financial professional.

We will connect you with a financial professional in you area.

Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., 800-247-1737, member SIPC and/or independent broker/-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.