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Principal Learning Network

March 5, 2018 @ 10:30 AM - 11:00 AM

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Principal Learning Network

March 5, 2018
10:30 – 11:00 a.m. (Central)

To Participate: 866-599-9219
Password: Focus

Key employee benefits – your key to success

  • Lance Hennesay, JD*, MBA, Advanced Solutions Director
  • Patti Bell, CPA**, CLU®, Assistant Vice President — Advanced Solutions

Call objectives

  • Identify the top reasons employers implement an executive benefit package
  • Review the key factors in designing a benefit solution

The conversation will continue on March 12 when we take a closer look specifically at the role of deferred comp plans in this post tax-reform world. (10:30 – 11:00 a.m., same call-in number and password)

Check out past discussions on sales opportunities on our Events archive.


* JD is an educational degree and holder does not provide legal services on behalf of the companies of the Principal Financial Group®.
**CPAs do not provide tax or accounting services on behalf of the companies of the Principal Financial Group.



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March 5 PLN ›

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Key Employee Benefits Approach Brochure (PDF)

Business Market Customer Profiles Flyer (PDF)

Key Employee Benefits Plan Comparison (PDF)

Key Employee Retain/Retire Decision Grid – S Corp/LLC(PDF)

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March 5, 2018
10:30 AM - 11:00 AM
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