For financial professional use only. Not for use with consumers or the public.

WEBINAR ENDED
About this webinar
There are big opportunities with small and midsize businesses (up to 500 employees)—and we want to help you succeed in this market. Don’t miss your opportunity to hear three quick sales ideas that you can put into practice during this fast-paced webinar.

We’ll cover the following:

• Key person insurance—and how permanent life insurance offers benefits as a funding option
• Loan split dollar solutions and strategies that can help offer valuable tax leverage
• Full-service plan and policy administration for business and supplemental retirement cases

Our team of experienced business solutions regional directors (featured presenters) can help you identify and develop business solutions opportunities for your clients. Following the webinar, you’ll automatically receive the playback.

Questions? Contact the National Sales Desk at 800-654-4278.
Agenda
Featured presenter(s)
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Tom Bates, J.D.*
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Don Cooper
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Jack Leavy
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Michelle Tish, CLU®, ChFC®
Webinar details
Date: Tuesday April 5, 2022
Time: 3:15 - 3:45 PM Eastern Time (US & Canada)
Cost: Free
Language: English(Customized)
Webinar ID: e8d32349211c
* J.D. is an educational degree and holder does not provide legal services on behalf of the companies of the Principal Financial Group.

The subject matter in this communication is educational only and provided with the understanding that Principal is not rendering legal, accounting, investment, or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment, or accounting obligations and requirements.

Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., Member SIPC and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.

2074643-032022 | © 2022 Principal Financial Services.
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