Sign In
Get Clay Free →

Suggestions

    Clu® Paul Sargent

    Sales Vice President - Business Solutions at Principal Financial Group

    Clu® Paul Sargent is a Sales Vice President - Business Solutions at Principal Financial Group, with a focus on helping advisors penetrate the business owner and executive market through various sales strategies and consultations.

    His expertise lies in personal insurance planning, business continuity and succession planning, wealth transfer, estate planning, and non-qualified supplemental retirement income strategies.

    With a background of 15 years in advanced life insurance planning, Paul started as a financial advisor before transitioning to various roles within The Principal, including leading life sales teams and managing corporate relationships with major distribution partners.

    He has also served as the Director of Development for Rocky Mountains Business Center, concentrating on assisting advisors in enhancing their risk management practices.

    Paul holds a BA in Business Management from Buena Vista University and has completed prestigious certifications such as CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), and CLF (Chartered Leadership Fellow) from The American College of Financial Services.

    He resides in Des Moines, IA, with his wife Stacy, son Ben, and daughter Alex.

    Clu® Paul Sargent
    Add to my network

    Location

    Des Moines, Iowa, United States