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.

Agenda
Featured presenter(s)
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Patti Bell, CPA, CLU®
Assistant Vice President, Advanced Solutions—Benefits & Protection
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Lindsey Bessy, MBA, CLU®, ChSNC®
Sales Vice President, Business Solutions—Benefits & Protection
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Stephanie Roberts
Assistant Director, Research & Insights—Benefits & Protection
Webinar details
Date: Thursday October 17, 2024
Time: 11:00 - 11:30 AM Eastern Time (US & Canada)
Cost: Free
Language: English(Customized)
Webinar ID: 170ee219a4dc
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment, or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment, or accounting obligations and requirements.

For financial professional use only. Not for use with consumers or the public.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Plan administrative services provided through Principal Life Insurance Company®. 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.

MBA, CLU®, and ChSNC® are education designations only, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity.

Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.

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3812979-082024 | 10/2024 | © 2024 Principal Financial Services, Inc.
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