◀ The Principal Blog

Addressing the New Insurance Reality



In my last blog entry, I mentioned the opportunity we see evolving to utilize our Business, Owner and Executive Solutions (BOES) capabilities to market life insurance through Property and Casualty agencies.

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ESOP balloons

It’s time to party ESOP style!



There is no party like an Employee Stock Ownership Plan (ESOP) party and October is a perfect time! October is Employee Ownership Month and is a great time to celebrate. There are so many things to celebrate as employee owners. Just a few include: The initial transaction establishing the ESOP and…

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