New digital RFP for Informal Business Valuations and Buy-Sell Reviews

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Principal® is focused on uncovering the needs of small to midsize businesses and helping you start the planning conversations with Informal Business Valuation and Buy-Sell Review reports.

The reports provided offer important information to owners about the impact the value of their business and/or the state of their buy-sell agreements can have on many aspects of their financial future. And that, in turn, can lead to additional life and disability insurance as well as accumulation sales for you.

We’re excited to announce our new digital request for proposal (RFP) that will speed up the process for you and your clients when requesting reports. Here are some key benefits:

  • Improved experience—no more fillable pdfs
  • Fewer questions to answer
  • Guidelines to help ensure everything is included to help eliminate delays
  • No more file size limits

Get started.