Author Archives: Jimmy Petersen

How to Safeguard Estate Plans

In the most fundamental teachings of insurance, we are taught that life insurance creates an immediate estate.  We also learn that annuities can be employed to liquidate an estate.  But how do you financially safeguard an estate, especially during those integral income accumulation years when an individual’s economic attributes take shape, build, ride the inherent […]

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Severance: Mitigating Corporate Liabilities

As corporate takeovers, mergers and acquisitions continue to be regular occurrences in many business markets, occasional workforce reorganization and downsizing throughout most industries are inevitable.  Most importantly for employment liability safeguards, tactful and conscientious business owners will provide comprehensive severance packages at the moment of termination to assist the severed employee through that often-difficult life […]

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A New Frontier of Employee Benefits

The employee benefits market, although mostly rewarding to its advisors, continues to be a complicated and sometimes muddled playing field.  American companies, no matter their size, are at times being forced to provide benefits which they can hardly afford, and compliance and management headaches have surpassed most common levels of reason.  Human resources personnel and […]

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A Big Thank You

A big thank you to all the corporate sponsors, all the volunteers and everyone else who participated in and/or made donations during last month’s Petersen International ALS Golf Classic.  Thank you to our friends and colleagues who traveled out to Southern California from all over the U.S. to spend time with us.  As in years […]

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Marijuana Business Insurance Solutions

The U.S. legal cannabis industry has been enduring some growing pains.  Several years ago, when many states legalized the sale of marijuana and THC products for medicinal as well as recreational use, sales and market share exploded.  Corporate and state government revenue projections were outstanding.  Investors were lining up, tens of thousands of new jobs […]

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The High-Limit Disability Niche

The disability insurance marketplace may seem relatively obscure to many life and health insurance advisors active in the industry today.  However, the true nature and importance of income protection is not lost on successful agents and brokers willing to step out of their proverbial comfort zones and market products that are not only pivotal safeguards […]

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Life Insurance Awareness Month

September is Life Insurance Awareness Month (LIAM), and hopefully you have checked out the great marketing material and informational pieces developed by Life Happens (lifehappens.org) in coordination with LIAM.  This worthwhile initiative was created decades ago to help educate the general public on the many important facets and uses of the various forms of life […]

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The 2024 IDIS National Conference

Petersen International Underwriters is pleased to remind you that the 20th annual national conference of the International DI Society will commence on October 7, 2024 in Nashville, Tennessee at the DoubleTree by Hilton Nashville Downtown. The association has an incredible line-up of guest speakers and industry experts this year sharing their motivating stories and remarkable […]

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Impaired-Risk Solutions Part 2 – Failure to Survive

Petersen International has a growing portfolio of term insurances that provide high-limit death benefits for impaired-risk business cases. The amazing product line is called Failure to Survive.  Failure to Survive (FTS) insurance has many attributes and applications that will prove to be useful to your business clientele.  FTS coverage will save many of the cases […]

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Impaired-Risk Solutions Part 1 – Disability

Petersen International Underwriters specializes in niche disability, life, accident and health insurance products.  And we take pride in the fact that our forte is the hard-to-place personal and business disability market, as we are adept in underwriting flexibility.  Our liberal-leaning risk analysis methodologies allow us to excel in getting traditionally substandard clientele properly insured. Longevity […]

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