Principal was founded in 1879 as an insurance company. Today, we’re a member of the FORTUNE 500^® and a global investment management leader.

“I am passionate about helping someone solve a problem they couldn’t solve before, even the most troublesome of issues.” -Helen Ornellas, Founder

We assist insurance agents/brokers and other financial professionals in simplifying the life insurance process for some of the most high-profile cases for their higher net-worth clients, especially where there is a buy-sell agreement, valuation of business, business continuation, or key person insurance coverage required.