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Open Doors with Business Owners
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Your business clients will appreciate Principal Life Insurance Company's FREE buy-sell review and business valuation services. By offering these services, you'll help identify and fill gaps in their exit planning strategy. These services often uncover opportunities for individual disability insurance sales. Principal Life's team of experts can:
- Review existing buy-sell agreements
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How it works
Identify clients or prospects who could benefit from these services and approach them using these tools. Then work with my office to complete the Request for Proposal*.
To learn more about these value-added door openers, contact:
*For either service, three years of business financials or tax returns are required upon submission of the Request for Proposal. We recommend you submit 2008, '09 and '10 information. If you're requesting a buy-sell review, a copy of the buy-sell agreement is required. Conduct informal business valuations
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Principal Life Insurance Company, 711 High Street, Des Moines, Iowa 50392
Disclosures and Terms of Use | Privacy and Security
For producer information only. Not intended for use in sales situations.
© 2011 "The Principal," "Principal Financial Group," the Edge Design and "We'll Give You An Edge" are registered service marks and the illustrated character is a service mark of Principal Financial Services, Inc.
t110330008q | 04/2011 |
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