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REGISTER NOW - Principal Business Planning Solutions: How to Approach Business Owners

Published on February 17, 2022


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Principal Business Planning Solutions: How to Approach Business Owners

Did you know… 52% of owners have not had a valuation of their business? In addition, 37% of those owners don’t have a succession plan.*

Your business owner clients care about their company, their employees and their lifestyle. They may not know what they need to protect all three. Join us for a special webinar featuring Principal Financial and Michelle Tish, CLU®, ChFC® who discusses the tools and resources available to help you approach these clients and prioritize what is most important to them.

During this conversation you’ll get help in:

  • Identifying the best prospects.
  • Key characteristics to look for and questions to ask.
  • Understanding how to use Principal’s complementary Business Valuation Service and Buy-Sell (Succession) Plan Review.

*2021 Principal Financial Group Business Owner Survey – Dynata

Join us on Thursday, March 10, 2022

10:00 a.m. PST / 1:00 p.m. EST

Michelle Tish, CLU®, ChFC®

Regional Director - Business Solutions


Michelle is a Regional -Business Solutions with the Principal Financial Group (The Principal). She is a financial services professional with over 30 years of senior sales management experience and the proven ability to meet sales objectives. Michelle has great experience in working with offices and their producers to increase sales and productivity. Michelle has worked in a variety of capacities with The Principal throughout the years including managing the Alliance Management Group for Independent Life Distribution and product and business solution marketing. These roles have given Michelle expertise in managing distribution relationships, supporting business concepts, developing effective sales ideas and leveraging product strengths.




We at GBS Insurance thank you again for your business. For more information or insurance quote requests, please contact your brokerage manager or give us a call at (800) 473-5966

For agent use only - not for use with the general public.

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21820 Burbank Blvd., Suite 301

Woodland Hills, CA 91367

Phone: (800) 473-5966

GBS Insurance and Financial Services, Inc. do not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

© 2022 Arthur J. Gallagher & Co. 





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