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Financial Professionals Business owners insights
Business owner insights
A woman turning the open sign on the front door of a small business.
Help business owners protect what matters.

New insights help you shape the planning conversation to address their priorities while creating additional sales opportunities.

In the 2025 Principal® Business Owner Insights survey conducted by Dynata, we asked 1,000 owners of small and midsize businesses how they’re prioritizing plans for their business and employees. The results provided a snapshot of what’s important to them and the plans they have in place today. Use our tools, resources, and insights from the survey to help start the planning conversation with clients.

Watch this producer webinar (24:22) to find out how knowing business owner priorities can benefit you.

Consumer marketing materials

Infographics

Videos

(Note: In the business owner perspectives presentation above, you can choose the slides you want to include if you keep the first (title) and last (disclosure) slides in any presentation you create.)

Important Information

Insurance products issued by Principal National Life Insurance Co (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.