[REPLAY] Smooth Ownership Transitions, Even When they Least Expect it! With Principal Hosted by Financial Markets Inc
Replay from 03/11/2021
fmiAgent.com Exclusive: Business succession is on the minds of business owners!
Principal offers unique tools in this market including:
- Buy Sell Review that summarizes the plan and highlights gaps (often funding)
- Informal Business Valuation that helps business owners start the planning process.
- Business Value Increase Rider that helps keep the death benefit in line with the increasing value of the business – with no evidence of insurability!
Special Guest Presenter: Michelle Tish, CLU, ChFC, Regional Vice President – Principal Life Distribution