Findings from Principal’s recent Business Owner check-in provided some insight into small and mid-size business owners’ priorities and sales opportunities they can offer you. KEY FINDINGS AND OPPORTUNITIES Business protection is their #1 priority. Business Overhead and key person insurance are effective ways to protect against an unexpected disability that could disrupt business operations. If someone

Your clients count on you for sound advice for their financial preparedness. If you are not talking to them about paycheck protection, you are missing a key step in securing their financial stability. Your clients trust you and are open to your guidance and advice. Statistics show most people are living paycheck to paycheck with

A little logic and insight into the human mind can help you overcome objections and close more sales. People can be illogical when it comes to money. For example, $5 for your morning coffee might seem like a small price to pay to start the day off well but spending $1,825 on coffee every year

Layering disability insurance is a very effective strategy to protect against income loss in the event of a disabling injury or sickness, especially for high earning individuals and physicians and dentists. Executives earning top salaries and bonuses may come up short with long-term disability (LTD) at work. In fact, group long term disability plans actually