FIG EXTRA: Offering Complementary Services to Business Owners can Lead to IDI Sales

Introducing Business Planning Services from Principal to your clients can be an effective way to start the business-planning conversation.

These services include:

  • Informal business valuations
  • Buy-sell reviews

That are conducted by our in-house team of attorneys, CPAs, and case design specialists—at no cost! 

In addition to providing a value-add to your clients, these complimentary services can help you uncover key information about their business and identify potential opportunities that our suite of individual disability insurance (IDI) products can help address:

  • Income protection—Individual Disability Income insurance and DI Retirement Security
  • Business continuation—Overhead Expense, Business Loan Protection, and Key Person Replacement
  • Business succession planning—Disability Buy-Out (DBO)