LIAM is for Business Owners Too
Start the planning conversation.
September is Life Insurance Awareness Month. It’s a great time to talk to business owners about how life insurance can help them take care of their business as well as their personal protection needs. Check out robust set of resources at principal.com/liam.
Sales ideas
Legacy and estate planning. Under current law, the estate tax exemption is scheduled to be cut in half on Jan. 1, 2026. Help your clients start planning now.
- Share the latest estate planning insights from Mark West, National Vice President – Business Solutions for Principal®.
- Show how Principal® Survivorship Universal Life Provider can help meet many planning needs.
Business owner retirement. Do you know owners that believe their business will be their retirement?
- Share key things to consider for a successful transition.
- Request a customized business owner retirement analysis. Use this RFP.
Family business planning. Thirty-five percent of owners with a succession strategy plan to leave or sell the business to family.1
- Use this simplified planning approach with family-owned businesses. For families involved in farming or ranching, use our specialized agribusiness approach.
- Request a customized family business planning proposal or agribusiness planning proposal. Use the family business planning RFP or agribusiness RFP.
1 2022 Principal Financial Group Business Owner Check-in, conducted by Dynata.