Author Archives: Jimmy Petersen

A Wonderful Time for a Worthwhile Cause

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 […]

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Global Travels

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, […]

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Preserving the Here and Now

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 […]

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Case Study Snapshot: Divorce Decree Failure to Survive Insurance

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 […]

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Disability Insurance – Serving Its Purpose

Imagine for a moment not being able to work for a living and losing the ability to perform the duties of your occupation because of an unforeseen accident or chronic illness.  Your ability to earn a fair living is arguably your greatest personal asset.  A regular income not only allows for the reasonable necessities of […]

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Guaranteed Issue DI

Guaranteed Standard Issue (GSI) disability insurance.  It is the most efficient and economical method for business owners to sufficiently insure themselves and their employees against disablement and the subsequent eventuality of loss of income.  It is also an incredible door-opening sales tool and commission earner for insurance agents.  GSI coverage is multiple-life, high-limit disability insurance […]

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Disability Insurance Awareness Month 2025

As disability insurance marketers, producers and purveyors, the month of May is our time to shine brightly.  It’s when we can take a serious moment to recognize, celebrate and promote the fundamental importance of income protection.  Disability insurance is an imperative product and has such a significant financial impact on consumers and their businesses. I […]

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ALS Golf Classic

We are pleased to announce that Petersen International is a sponsor of the 2025 ALS Golf Classic which will be held on May 19, 2025 at The Oaks Club in Valencia, California.  The Oaks Club is a championship course designed by World Golf Hall of Famer Mark O’Meara.  The charity golf tournament, now in its […]

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Changing the Typical High-Net-Worth Narrative

High-net-worth individuals.  Traditionally, that label certainly doesn’t encompass most Americans, but unrecognized by many in the financial services industry, it does include a broad swath of prospective clientele who are everyday searching for additional financial protection options and more-well-rounded, balanced insurance portfolios. The moniker of HNWI is in itself misleading.  It can be a turn-off […]

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