Petersen International would like to extend a big thank you to all the corporate sponsors, all the volunteers and everyone who participated in and/or made donations during the ALS Golf Classic that was held several weeks ago here in Valencia. Thank you to our friends and colleagues who traveled out to Southern California from all […]
Business ventures, family vacations, study-abroad programs, high school/college senior trips, honeymoons and humanitarian missions are but a few of the reasons Americans will be traveling overseas in the coming months. Unbeknownst to most, their trusted U.S. medical policies and governmental healthcare programs won’t sufficiently cover them during their foreign travels. Once they cross the border, […]
What is important to you as an advisor? Selling peace of mind to your clients? Assisting in planning for their economic present and future? Building their families safe harbors in case of unexpected catastrophe? All are altruistic endeavors and purposeful goals for someone working in our industry. But how do you make those intentions a […]
A 57-year-old businessman going through a contentious divorce was seeking $750,000 of term life insurance to satisfy the divorce decree. Due to a long history of alcohol abuse and several unsuccessful in-patient rehab stints, the client was unable to secure any coverage through traditional domestic life carrier channels. His insurance agent reached out to Petersen […]