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:

• The significant need for business succession planning from guest speaker Mark West
• A case study on helping a family-owned business meet several key planning needs
• Personally owned life insurance design options

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 July 19, 2022
Time: 3:15 - 3:45 PM Eastern Time (US & Canada)
Cost: Free
Language: English(Customized)
Webinar ID: b7757af9a25f
*JD 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, or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company(R). 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.

2259003-072022 | © 2022 Principal Financial Services.