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Business Planning Services

Business Planning Services (Complimentary)

New Informal Business Valuation and Business Planning Report

Learn the process, tools and questions to help your clients better understand the benefits of an informal Business Valuation and Buy-Sell Review during your approach and initial meeting.


Producer Education Materials and Kits - Understanding the Business Market

  • Before, During and After the Sale - BOES Fact Sheet (BB 10319C)
    One-pager that highlights the services we provide before the sale, during the sale and after the sale.
    View Customizable (PDF)
  • Business Market Administration (BMA) Producer Flyer (BB 10861)
    Learn about 10 key BMA benefits available to you and your business clients when selling Business Owner and Executive Solutions from The Principal®.
    View (PDF) | Order
  • Generate Sales with Informal Business Valuations and Buy-Sell Reviews (BB 10350C)
    How to step into the business market by offering a value-added service that sells.
    View (PDF)
  • Buy-Sell Agreements and Retirement White Paper (BB 11382)
    Looks at the role a buy-sell agreement plays in a business owner's ability to use his/her business as a source of retirement income.
    View (PDF: 512KB) | Order
  • Exit Planning: Hard Facts for Business Owners (BB 11019C)
    Learn the top reasons why an exit plan and a current buy-sell agreement are important - presented as questions you can ask business owners.
    View (PDF)
  • Sample Buy-Sell Review Summary (BB 9868 SPRES)
    Use this 2-part sample Buy-Sell Review to help clients understand the value of this free service from The Principal. Prepared by the Advanced Solutions staff.
    View (PDF)
  • Business Planning Services Marketing Guide (BB 10634)
    Use this Marketing Guide to learn which marketing materials to use when. Includes a step-by-step sales process guide and a sample approach script.
    View (PDF) | Order
  • Clarifying Questions (BB 10521)
    Use the targeted questions in this flyer to prompt key responses to the business financial solutions on the Fact Finder (BB 10847).
    View (PDF) | Order
  • Producer Approach Email Template: Open Doors with Business Owners (LF 233)
    Send this email to promote our complimentary business planning services and help clients understand the importance of a current business valuation and buy-sell agreement.
    View (OFT)
  • Business Planning Services Open Doors (JJ 1851)
    This producer flier highlights a successful IDI business planning services case.
    View (PDF) | Order
  • No-Cost Business Planning Services Program Profile (JJ 1837)
    This program profile highlights key aspects of the no-cost business planning services for IDI.
    View (PDF) | Order
  • 8 Pitfalls of Disability Buy-Sell Agreements (JJ 1769)
    This producer flyer outlines 8 Disability Buy-Sell agreement pitfalls that clients should avoid.
    View (PDF) | Order

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Approach Materials - Pre-Approach

  • Business Life Cycle & Planning Brochure (BB 11226)
    Identifies business needs and solutions based on where the business is in its life cycle.
    View (PDF) | Order
  • Business Planning Services - Article Highlights Ins and Outs of Buy-Sell Reviews (BB 10872)
    Article by two members of our Advanced Solutions team discussing various approaches and marketplace trends to exit planning business valuations and buy-sell agreements. Hard copies of reprint available to order as well. Email template available to send to clients and prospects.
    View (PDF) | Order Reprint | Get Email (OFT)
  • Business Planning Services Approach Email Template (LF 151)
    Send to clients to introduce them to the advantages of our free exit planning services and prepare them for your next contract.
    View (OFT)
  • Business Planning Services Approach Letter (BB 10245)
    Use this approach letter to introduce clients to the advantages of our free exit planning services and prepare them for your next contact.
    View (DOC)
  • Buy-Sell Agreements & Retirement Infographic (BB 11378)
    Visually demonstrates the importance of an effective buy-sell agreement when a business owner intends to use the business for retirement.
    View (PDF) | Order
  • Buy-Sell Agreement Funding Infographic (BB 11420)
    Outlines buy-sell agreement funding sources and consequences for not funding. Also includes stats about common funding errors.
    View (PDF) | Order
  • Importance of Business Valuation Infographic (BB 11581C)
    Demonstrates the importance of having a buy-sell agreement that fairly and accurately establishes company value. View the PDF to customize and order.
    View (PDF)
  • Business Planning Services - Supported Solutions (BB 9852)
    This four-page brochure provides clients with an overview of the complimentary business planning services we provide and instructions on how to receive an informal business valuation and/or buy-sell review.
    View (PDF) | Order
  • IDI Business Planning Services Fact Sheet (BB 10847IDI)
    Piece shows the business planning services process in a flowchart format and includes factfinding questions.
    View (PDF) | Order

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Initial Meeting Materials - Fact Finding

  • Business Planning Services Fact Finder (BB 10847)
    Use this fact finder to help your client prioritize financial needs. This is a fact finder for an Informal Business Valuation and Buy-Sell Review. Use form fields to capture information or request a proposal.
    View (PDF) | Order
  • Business Owner Priority Checklist (BB 9557)
    Complete this with business owner after explaining our process for meeting their financial needs.
    View (PDF) | Order

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Proposal Presentation Materials

  • Sample Informal Business Valuation and Business Planning Report (BB11286)
    Sample proposal for buy-sell review. Order a customized proposal using the RFP (BB10874C) (DOC).
  • Insurance-Related Best Practices Guide for Buy-Sell Agreements (BB 11258)
    Engage your clients' legal advisors by offering a best practices guide based on our Advanced Solutions team review of over 1,000 agreements.
    View (PDF) | Order
  • Sample Buy-Sell Review (BB 9868SPRES)
    Sample proposal for buy-sell review. Order a customized proposal using the Business Planning Services Fact Finder (BB 10847).
    View (PDF)

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Success Stories

  • Life Insurance Review (BB 10621C)
    Learn how the client's needs were uncovered and met.
    View (PDF) | Order
  • Buy-Sell Review (BB 10642C)
    Read how a Buy-Sell Review helped a CPA firm meet the life insurance needs of the firm's partners.
    View (PDF) | Order
  • Informal Business Valuation (BB 10694C)
    Informal Business Valuation uncovers a retirement income gap.
    View (PDF) | Order
  • Business Planning Services Success Story - Exit Planning (BB 10724)
    See how an informal business valuation turned an employee benefits broker referral into an exit plan with multiple components.
    View (PDF) | Order

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