September 10, 2018
11:30 – 12:00 p.m. (Eastern)

To Participate: 866-599-9219
Password: Focus

Life insurance opportunities for companies with employee stock ownership plans (ESOPs)

• Will Heidbreder, JD*, MBA, CPA**, CLU^® – Business and Advanced Solutions Director

Call objectives

• Highlight our ESOP capabilities
• Identify life insurance solutions available for companies owned by ESOPs
• Review the new ESOP Repurchase Obligation Funding Proposal

Handouts and background

• ESOP Planning with Life Insurance Guide (BB11945)
• ESOP Repurchase Sample Proposal (BB12162)
• Financial Model (Insurance Only) (BB12186)
• ESOP Repurchase Request for Proposal (BB12174)
• Learn more about ESOPs: www.principal.com/esopbenefits

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