Principal Financial Group

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Presentation transcript:

Principal Financial Group Steve Parrish, JD*,CLU®,ChFC® National Advanced Solutions Consultant Principal Financial Group August 5, 2013 *JD is an educational degree and holder does not provide legal services on behalf of the companies of the Principal Financial Group®

Agenda Overview of the Farm and Ranch market Economic Tax and financial Overview of Farmer/Rancher needs (retirement, succession, estate) How we can help

The Farm and Ranch market A brief history of the farm economy Current financial and tax issues Agribusiness tie-in Valuation considerations

Transition Planning RETIREMENT INCOME HEALTH CARE TAX, LEGAL AND FAMILY ISSUES in such a way that the farm operation will continue even if you and your spouse 1) become snowbirds or 2) angels

Current Issues in Transition Planning You, your family, your legacy Business values Volatility Diversification – “concentrate to accumulate; diversify to protect”

Current Issues in Estate Planning Three legs of the estate planning stool: personal, legal, financial An example Financial Legal

How We Can Help www.principal.com/ag Approach tools Solutions

While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that none of the member companies of The Principal are rendering legal, accounting, or tax advice. It is not a marketed opinion and 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 from the Principal Financial Group are issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company. Securities offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life and Princor® are members of the Principal Financial Group, Des Moines, IA 50392. 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®. Copyright ©2013 Principal Financial Services, Inc. t13071902il