This business needs assessment tool is made available as a self-help resource for your planning convenience. The results from the assessments are based upon your inputs and are not intended to be a financial plan or investment advice from the Principal Financial Group® but may be used as a general guideline to help you make business planning decisions. Responsibility for these decisions is assumed by you not the Principal Financial Group.

All projections, analysis and calculation results are estimates and depend on many factors, including the date and assumptions you provide , and may not reflect all your sources of income or expenditures. In addition, it ignores future transactions or changes in tax laws which cannot be anticipated. The reports, graphs, and other analysis are dependent upon the accuracy of the data you provided.

The business assessment is provided with the understanding that none of the member companies of Principal are rendering legal, accounting, or tax advice. Results may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc., member SIPC, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.

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