Business
Do you ever feel like advice often comes in a one-size-fits-all package? We know every business is different, so we start by getting to know your business and you first. Whether you're looking to protect what you've built, retain top talent or recruit new employees, we've got you covered.
After all, it's more than just a business. It's personal. And that's why we go beyond the basics to create a plan that covers what matters most to you. Here are just a few of the ways we can help.
Your business:
- Business Succession. Put a plan in place for the future transition of ownership of your business.
- Key Person Protection. Keep your business running smoothly after the loss of a key employee.
Your employees:
- Qualified Retirement Plans. Help attract and retain employees with a range of defined contribution and defined benefit retirement plans.
- Bonus Plans. Help your top people overcome limitations on qualified retirement plans with an added benefit for their value.
- Nonqualified Deferred Compensation Plans. Offering competitive benefits for top talent is important to the success of your organization.
- Group Benefits. Tailor group dental, disability, life, vision, and critical illness insurance solutions to fit the needs of your business and your employees.
- Key Employee Retention & Retirement. Help recruit, retain, reward, and retire key employees.
Your life:
- Business Owner Strategies. Plan for your retirement goals and request a complimentary analysis to get personalized recommendations.
- Disability Income Protection. Help ensure your financial security—and your business—are protected if you become too sick or hurt to work.
- Legacy & Estate Planning. Design a plan for the transfer of your personal and business assets, including trust and gifting strategies.
- Life Insurance. Learn how you can leverage life insurance to cover financial needs for your family and your business.
The subject matter in this communication is provided with the understanding that Principal® is not rendering legal, accounting, or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
Although an analysis from Principal provides a valuable starting point, it does not provide you with a legal opinion as to the legal or tax implications of agreements or to the appropriateness of any funding strategies. Principal cannot provide you with any legal document or revise existing legal documents. The review is intended to help identify your objectives and issues to be considered to help ensure those objectives are being met.