Business Planning Services
Principal® offers complimentary business planning services to help you get in front of business owners. Services include informal business valuations and buy-sell reviews.
Digital RFP makes requesting services easier.
The digital RFP will speed up the process for you and your clients when requesting these reports. Benefits include no more fillable pdfs, fewer questions to answer, guidelines to help ensure you’re including everything needed to help eliminate delays, and no more file size limits.
Key tools:
- Sample Business Valuation & Planning Report (PDF) (BB11286)
- Sample Buy-Sell Review Summary Report (PDF) (BB9868)
- Informal business valuations:
- Professional service-related companies such as architects, healthcare systems, law, dental, engineering or accounting firms and technology companies
- Manufacturing and construction companies
- Profitable, growing businesses with gross revenues of $500,000 or more
Note: Some occupations within these organizations may not be ideal candidates for individual disability insurance (IDI) solutions.
- Buy-sell reviews:
- Companies with buy-sell agreements that haven’t been reviewed in two years
- Companies with operating agreements or partnership agreements, but no buy-sell agreements
Key materials listed below.
Making a Business Continuation Plan Stronger Flier (JJ1769)
This employer piece asks 5 questions about how to make a business continuation plan stronger (buy-sell agreement funded with life and Disability Buy-Out insurance).
Checklist of IDI Financial Priorities (JJ1640C)
Work with the business owner to help identify and rank their disability protection needs as well as gather information about their business.
Comprehensive Disability Planning (JJ1834C)
Use this fact finder to learn more about a business and help guide the conversation. To create a customized electronic file, select “View”. To order the standard version, select “Order”.
Business Planning Services Fact Finder/RFP (BB10847C)
View (DOC)
Key materials listed below. These materials are not intended for use with consumers.
Business Planning Services Program Profile (JJ1837)
This is an overview of the no-cost business planning services available for IDI including ideal prospects.
Generate Sales with Informal Business Valuations and Buy-Sell Reviews (BB10350)
This will help you understand the opportunity with business owners and what companies make good prospects. Use this guide to plan your approach and get an informal business valuation and/or buy-sell review started.
- Complete the Informal Business Valuation/Buy-Sell Review RFP:
- Five to seven business-day turnaround on informal business valuations
- Fifteen to 18 business-day turnaround on buy-sell reviews
- When you receive the reports, review the results. If you have questions, call the Business and Advanced Solutions hotline at 833-803-8345 to schedule a call.
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