Synergy Thinking

Are you Taking Care of your Business Owner Clients? - #007


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Are you taking care of your business owner clients? Join Don Cooper and Savannah Cobb - Regional Vice President with Principal. - Stephanie Alper-Lisi and Robert Stuchner as they talk problems business owners are facing and succession planning retaining key people, and buy-sell agreements. Check out Principal Financial for more details on how you could work with them at www.principal.com. Learn more about what options are accessible for your clients and how Synergy Life Brokerage can help you at www.SBKG.com


00:11 Who is Don Cooper and Savannah Cobb, what is Principal Life and what makes them experts on helping business owners.

00:59 What problems are business owners facing?

02:41 What is the sweet spot for group underwriting and group programs with the principle?

03:30 How much coverage is necessary to entice underwriters?

06:44 Executive benefits vs buy/sell arrangement

10:29 What tools Synergy Life Brokerage and Principal Life can provide your clients

12:25 How you could contact Don and Savannah to possibly work with them.


Learn more about Synergy Life Brokerage at www.SBKG.com


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Synergy ThinkingBy Synergy Life Brokerage