1. Business Market Administration
Making implementation & ongoing service easy
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You and your clients don't have to take care of the ongoing management of their business plans all by yourselves. Business Market Administration (BMA) is here to provide dedicated administrative support for all life insurance policies maintained under employer-owned and employer-sponsored plans.
And we'll be here for you and your clients not just today, but throughout the lives of these plans.
And the news gets even better -- BMA services are provided at no charge!
Our BMA department is staffed with experienced administrators for the specific purpose of supporting business market solutions. This value-added service is unique in the industry. With over 16,000 plans in force and supported through BMA, you can trust us with all your business case opportunities.
For financial professional use only. Not for distribution to the public.

2. Supporting you every step of the way
Business Market Administration
Supporting you every step of the way
Deciding on
A solution
Plan services keep clients coming back and keeps you free to focus on building sales.
We regard our business insurance solutions as complete plans – not just individual policies.  And the services you and your clients receive reflect this approach.
Dedicated BMA administrator will be assigned to provide personalized service and support.
Determining a solution: Working in tandem with our Advanced Solutions team (which is staffed with attorneys, CPAs, and plan design specialists), BMA can assist with case design and billing consultation.
Plan implementation/new enrollments: BMA can assist with assembling appropriate submission forms based on the selected plan design.
Online access: Employer-sponsors may view the following online: News & Info, Life Premium Information, Life Policy Information, Life Policy Values, Specific Policy Details (only when policies are Employer-Owned) With employer-owned variable life insurance, the employer may also request policy changes online, such as division transfers, allocation percentage changes for future premiums, etc. Insured-participants may view their respective policy information online when policies are personally-owned. And with variable life insurance, they may also request policy changes online, such as division transfers, allocation percentage changes, etc. It seems like it would be easier if we would separate by corporate owned and individually owned to avoid confusion.
List billing – Principal sends consolidated payment reminders covering all policies under the plan.  This enables the employer-sponsor to pay policy premiums via a single check.  Annual, semi-annual, quarterly, and monthly payment modes available.
Ongoing policy administration and service – The BMA administrator is able to assist with any policy adjustment questions, service requests, illustration needs, etc. 
Annual plan-level reporting – Summary Annual Reports mailed directly to employer-sponsors.
Plan status and strategy review – Upon request, BMA administrator can assist producer with reviewing policy status relative to the client’s goals.
View our BMA Services Flyer (BB9441)
For financial professional use only. Not for distribution to the public.

3. Support for these business needs
Business Market Administration
Support for these business needs
• Key person protection
• Buy-sell agreements
• Key employee retention
• Key employee retirement
• Death benefit protection
• Legacy and estate planning
For financial professional use only. Not for distribution to the public.

4. More than 30 plan types Business Market Administration Key person
Cross purchase buy-sell
Entity purchase buy-sell
Endorsement split dollar
Private split dollar
Principal Executive Bonus PlusSM
Principal LLC BonusSM
Principal S Owner PlusSM
Principal® Select Reward Plan
Principal SERP SelectSM
Ready to submit new applications for a new or existing case? Follow these submission guidelines to help facilitate the process.
For financial professional use only. Not for distribution to the public.

5. Let’s connect
Contact your wholesaler or sales representative, or call the National Sales Desk at
Visit us at advisors.principal.com.
[ Optional: If time allows, you can offer Q&A at the end of the session. ]
Are there any questions I can address for you before we go?
For financial professional use only. Not for distribution to the public.

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Principal National Life Insurance Company and Principal Life Insurance Company, Des Moines, Iowa
Insurance issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities offered through Principal Securities, Inc., , Member SIPC, and/or independent broker/dealers. Principal National, Principal Life and Principal Securities are members of the Principal Financial Group®, Des Moines, IA
No part of this presentation may be reproduced or used in any form or by any means, electronic or mechanical, including photocopying or recording, or by any information storage and retrieval system, without prior written permission from the Principal Financial Group®.
Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.
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BB11336G | 03/2017 | t g5 | © 2017 Principal Financial Services, Inc.