Check Out Key Findings From the 2022 Business Owner Check-In Survey
Better insights lead to greater opportunities
You can be more in tune with your clients and prospects when you know what’s on their mind. Findings from our recent Business Owner Check-In* provides insights into the financial priorities of small and midsize business owners and the financial planning opportunities they offer for you.
Key findings and opportunities
Business protection is their No. 1 financial priority. Key person insurance is an effective way to protect against an unexpected death or disability that could disrupt business operations.
- Learn more: Overview
- Take action: Use the key person calculator to show benefits and approximate cost.
There’s increased interest in succession planning. Its third-place ranking is its highest placement since the survey began in 2008. Buy-sell strategies for business succession are designed to help business owners plan for future contingency events that could impact their ability to meet long-term financial goals.
- Learn more: Infographic
- Take action: Use business planning services to approach clients.
More than half of owners want to offer more key employee benefits. As owners continue to look for ways to attract and retain the most qualified candidates, they’re putting employee benefits in place aimed at securing key employees who play important roles in their organization.
- Learn more: Key employee benefits plan comparison
- Take action: Share Thriving in the era of the Great Resignation with your clients to start the conversation.
Get more business owner research resources to help you have meaningful client conversations.