Tools to help businesses plan for the future


Help businesses protect what matters

Looking for conversation starters? More than 1,000 businesses shared how they’re prioritizing financial plans for their business and employees.*


  • Business protection remains the top priority since 2010.
  • In a year where they had to operate during a pandemic, many owners said they’re confident in their ability to change their business model to adjust to shifting demands.
  • They want to attract and retain employees by offering affordable employee benefits.
      Insights to help you plan for the future   

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Online tools to support planning

Every business has unique challenges. That’s why we created a couple of resources to help you quickly and easily identify needs and solutions.

  • Principal® Business Needs Assessment is an innovative, digital solution that helps you approach businesses and provide a personalized assessment in three key areas—protecting their business, employees, and lifestyle.
  • Principal® Benefit Design Tool allows you to compare your client’s employee benefits and retirement plans to similarly sized organizations in their region and industry to help determine if they're offering competitive benefits to attract and retain employees. 

* 2021 Principal Business Owner Insights survey conducted by Dynata.

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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. Principal National, Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.

For financial professional use only. Not for use with consumers or the public.

© 2021 Principal Financial Services, Inc. Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

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LF1358 | 1570068-032021 | 03/2021