REGISTER This course equips financial professionals to guide business owners through succession planning. Participants learn to assess readiness, identify successors, and implement buy/sell agreements while aligning personal, business, and financial goals. By the end, they can create plans that ensure smooth ownership transitions and lasting security.
REGISTER The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. A schedule of deep dive webinar topics is listed below. Upcoming Topics: 5/8 - The Self-Funding Illusion 6/5 - Why Joint Life/LTC? 6/19 - Adaptable Annuities
REGISTER Today’s business owners are navigating multi-faceted challenges as they work to protect what they’ve built—their businesses and the people who fuel their growth. Drawing on insights from the 2026 Principal® Business Owner Study, this webinar explores the evolving priorities shaping their financial planning decisions, risks to their business that they are feeling most acutely, and the complexities making these challenges harder to solve. Attendees will gain a clearer view of how business owners are thinking about: Workforce concerns Benefit pressures Rising healthcare costs Attendees will walk away with: Key questions to ask to help start and foster conversations with their current clients and prospects Resources with additional insights to be used at their fingertips Featured presenter(s) Nate Schelhaas Senior Vice President and Head of Business Owner Segment, Benefits and Protection Nate Schelhaas is a senior vice president, actuary, and head of the Business Owner Segment in Benefits and Protection with Principal Financial Group®. He is responsible for the management of the New Business, Underwriting Product Development, and Actuarial Teams. He also leads the Data and Analytics team for the Benefits and Protection segment. Nate has been with Principal for 26 years and has held multiple roles; prior to his current role he served as the Life chief financial officer. Kimberly Etchings National Vice President, […]