Owners of growing businesses represent a lucrative market with significant risk-protection needs. Nearly half of all U.S. households with more than $3 million in investable assets own a business.
Informal Business Valuation and Buy-Sell Review services offer important information to business owners about the impact the value of their business and/or the state of their buy-sell agreements can have on many aspects of their financial future. And that, in turn, can lead to additional life and disability insurance sales for you.
We’ve got some great resources from Principal to help you market to business owners. Please call our office for further assistance.