 |
Menu of Solutions from Boverman Hanna of Principal Financial
For more information on product availability and solutions offered in your state, please contact Ben Boverman at boverman.ben@principal.com, (866) 287-2638 Ext 571 or Chris Hanna at hanna.chris@principal.com, (866) 287-2638 Ext 570. For membership information on the IFBOA please contact John Wraga, Jr. at wraga@ifboa.aero, (781) 860-7403.
Group Solutions
- "Self Insured" Group Medical Plans
- Principal Wellness Strategy
- Traditional Group Medical
- Group Disability
- Group Life Insurance
- Dental Insurance
- Vision Insurance
- Long Term Care
- Voluntary Insurance
- Flexible Spending Account (FSA)
- Premium Only Plan (POP, AKA 125 Plan)
- Health Savings Account (HSA) for High Deductable Health Plans
|
Group Retirement Plans
- 401(k) Solutions
- TPA participation
- Defined Contribution
- Defined Benefit
- Deferred Compensation
- Non-Qualified
- Employee Financial Resource Program
- ESOP
|
Business Owner / Executive Solutions
- Executive Planning
- Closely Held Business Planning
- Exit Planning
- Wealth Transfer
- Survivor Income
- Income Protection
- Business Protection
- Retirement Income
- Business Valuation
- Buy-Sell Analysis & Provisioning
- Key Person Insurance
|
Individual Employee and Family Solutions
- Financial Planning
- Special Needs Planning
- Divorce Planning
- Cash flow/Budgeting
- Insurance Planning
- College Savings Planning
- Elder Care Planning
- Retirement Planning
- Estate Planning
- Investments
- Long Term Care
- Individual Disability
- Individual Life Insurance
|
Securities and advisory products offered through Princor Financial Services Corporation, Des Moines, IA 50392 (800) 247-4123, member FINRA, SIPC. Princor and Principal Life are members of the Principal Financial Group. Product and solution availability varies by state.
|
 |