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When:
October 17, 2024 @ 10:00 am – 11:00 am
2024-10-17T10:00:00-04:00
2024-10-17T11:00:00-04:00
About this webinar
In support of National Women’s Small Business Month (October), this “Business owner priorities that can lead to opportunities” webinar will discuss:
• Business priorities and trends of female owners uncovered from our 2024 Principal® Business Owner Insights survey.
• How to position yourself in the business market to help clients protect their business, employees, and self/family with comprehensive solutions (life, disability, and group insurance, and nonqualified plans).
• What tools, resources, and services are available to you and your clients before, during, and after the sale.
• Why working with Principal® can help set you up for success.
• Business priorities and trends of female owners uncovered from our 2024 Principal® Business Owner Insights survey.
• How to position yourself in the business market to help clients protect their business, employees, and self/family with comprehensive solutions (life, disability, and group insurance, and nonqualified plans).
• What tools, resources, and services are available to you and your clients before, during, and after the sale.
• Why working with Principal® can help set you up for success.
Featured presenter(s)
Patti Bell, CPA, CLU®
Assistant Vice President, Advanced Solutions—Benefits & Protection
Lindsey Bessy, MBA, CLU®, ChSNC®
Sales Vice President, Business Solutions—Benefits & Protection
Stephanie Roberts
Assistant Director, Research & Insights—Benefits & Protection