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.

Consumer marketing materials

Business owner insights brochure (PDF)
Approach email (OFT)
Business priorities versus realities infographic (PDF)
How prepared are you to exit your business infographic(PDF)
Importance of benefits infographic (PDF)
SMB resiliency flyer (PDF)
Key person insurance video (2:00) | Share video (DOC)
Key employee benefits video (2:00) | Share video (OFT)
Business succession video (2:00) | Share video (OFT)
Business owner perspectives presentation (PPT)

(Note: You can choose the slides you want to include if you keep the first (title) and last (disclosure) slides in any presentation you create.)