Resources to Help Businesses Grow in 2021
We discovered a reassuring trend in our research: more optimism. Half of businesses are optimistic about the overall economic outlook—up from 39% just a few months ago (according to our Principal Financial Well-Being Index).
Share these insights
More growing businesses could mean more clients. Start a conversation with prospects using these stories:
Get ahead of consumer behavior—because it’s changing fast. E-commerce is booming. Buyers are placing a premium on healthy options. These are just two of the latest insights from Principal® and our research partners on how the pandemic has shifted consumer behavior. Brainstorm with clients five ideas they can act on now to evolve with customers (examples in story).
5 steps to create a lasting and flexible financial plan for you and your business. What have your clients learned from 2020 that might lead them to make different decisions in the future? Open a conversation about mapping a long-term financial plan in light of this year’s game-changers.
Try our new online Business Needs Assessment. No matter how 2020 has affected your clients, our new Business Needs Assessment can generate a personalized report that breaks down topics relevant to protecting and growing their business—of any type. This digital tool includes buy-sell planning, recruiting and retaining employees, retirement solutions, and more.