Business Solutions
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 you and your business 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.
Business Continuation Planning
- Funding Option Analysis
- Informal Buy - Sell Review
- Family Business Succession Planning
- Key Person Insurance
Executive Fringe Benefits
- Executive Bonus Plans
- Split Dollar Insurance
- Nonqualified Deferred Compensation
- Salary Continuation Plans
- Non-Qualified Executive Fringe Benefits
Employee Benefit Program
- Life and Disability Income Insurance
- Pension, Profit Sharing and 401(k) Plans
- Payroll Deduction Plans
- SIMPLE IRAs
- Non-Qualified Retirement Programs
Although a Buy-Sell Review from Principal provides a valuable starting point, it does not provide you with a legal opinion as to the legal or tax implications of your agreement or to the appropriateness of any funding strategies. Principal cannot provide you with any legal document or revise existing legal documents. The valuation will not be a substitute for a formal valuation nor does it establish a value for tax purposes. The review is intended to help identify your objectives for the buy-sell agreement and issues that must be addressed to help ensure those objectives are being met.