July 20th, 2021

Start more IDI conversations in the business market
Sales Insights

Open doors with complimentary
business planning services

Business owners have ranked business protection as their highest priority since 2010*. When planning for the future, they face a triple threat when it comes to disability. They need to consider personal income protection as well as business continuation and succession planning needs.

Principal® offers complimentary informal business valuations and buy-sell reviews from our own CPAs and attorneys to help shed light on these potential business protection opportunities. The valuations and reviews are a great way to start conversations with business owners and provide valuable information about their business. Learn more | Five questions to help start the business continuation conversation

What's needed for these services

  • Business planning services fact finder (submission instructions included)
  • Copy of any current buy-sell agreement and any amendments (if applicable)
  • Copies of financial statements (balance sheets, income statements, or company tax returns) from the most recent three full tax years
  • Detailed list of all disability and/or life insurance policies


Connect With Your Sales Rep:

[sales_rep_name,fallback=Eskra & Associates]
Regional Sales Partner

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Thank you for your interest in DIBroker East. If you have any questions about our company or services, please feel free to contact us at any time.
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100 Miracle Mile, Suite 250
Coral Gables, FL 33134
Phone: 305-448-0100
Toll Free: 800-790-2019
Fax: 305-448-2022
Email: info@dibrokereast.com