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Business and advanced solutions sample agreements

Business and Advanced Solutions provides sample agreements to support the business solutions listed below. To access the sample agreements, click on the following links to view agreements for each of the following topics.

Business protection

  • Key Person Resolution (DOC)  (BB10451)

Business succession

  • Business Continuation LLC (DOC)  (BB10994)
  • Corporate Cross Purchase (DOC) (BB10984)
  • Corporate Section 303 Stock Redemption (DOC) (BB10987)
  • C corporation Entity Purchase Agreement (DOC) (BB10992)
  • Corporation Hybrid Buy-Sell Agreement (DOC) (BB12739)
  • Cross-Endorsement Split Dollar Agreement (DOC) (BB12740)
  • Partnership Cross Purchase (DOC) (BB10988)
  • LLC taxed as Partnership Entity Purchase Agreement (DOC) (BB10989)
  • S corporation Entity Purchase (DOC)  (BB12417)
  • LLC taxed as S corp Entity Purchase (DOC)  (BB12418)
  • One-Way Buy-Sell Agreement (DOC) (BB10990)

Disability insurance

  • Salary Continuation (DOC) (BB11005)
  • Executive Bonus (DOC) (BB11006)

Key employee retention & retirement

  • Bonus (Tax Exempt) (DOC)  (BB11007)
  • Bonus Sample Agreement (DOC) (BB10441)
  • Death Benefit Only (DOC) (BB12467)
  • Death Benefit Only (Tax Exempt) (DOC) (BB12468)
  • Deferred Comp – Defined Contribution and 457 Engagement (DOC) (NQ181)
  • Deferred Comp – Select Reward (Tax Exempt) (DOC) (BB11009)
  • Deferred Comp – Select Reward Agreement (Tax Exempt) (Non Top Hat) (DOC) (BB12687)
  • Deferred Comp – Select Reward Plan (BB10999) (DOC)
  • Deferred Comp – Select Reward Agreement (Non Top Hat) (BB12676) (DOC)
  • Deferred Comp – SERP Adoption (DOC) (BB11130)
  • Deferred Comp – SERP Board Resolution (DOC) (BB12165)
  • Deferred Comp – SERP Plan Document (DOC) (BB111131)
  • Endorsement Split Dollar (DOC) (BB10998)
  • Endorsement Split Dollar (Tax Exempt) (DOC) (BB11008)
  • Loan Split Dollar - Demand Loans (DOC) (BB12277)
  • Loan Split Dollar - Term Loans (DOC) (BB12764)
  • Loan Split Dollar (Tax Exempt) (DOC) (BB12278)

Legacy & estate planning

  • Irrevocable Trust – Survivorship (DOC) (BB10898)
  • Irrevocable Trust – With Life Insurance Provision (DOC) (BB10899)
  • Private Split Dollar Economic Benefit Agreement – Survivorship UL (DOC) (BB10902)
  • Private Split Dollar Economic Benefit – Single Insured (DOC) (BB10901)

Working with Principal®

We’re more than just products. It’s about the service you’ll receive from Principal and the experience, education, and ease of doing business.

To get started, contact your internal sales team: 800-654-4278 .

Important information

Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Plan administrative services offered by Principal Life. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.

For financial professional use only. Not for public distribution.