Happy New Year! 2022 is in the books and proved to be more successful and less of a restructuring and rebuilding year for the specialty insurance markets than we anticipated. Nevertheless, financial markets have suffered most in the previous 12 months with crypto tanking, blue chips underperforming and real estate on a roller coaster. Meanwhile, […]
As you and I are financial professionals, the products and ideas we offer assist our clients, making their lives and the lives of their loved ones more economically secure. The benefits we suggest and the business we transact can better consumer lives. Most importantly, we sell peace of mind. But virtuous notions aside, we are […]
In this era so dominated by social media platforms and by the Millennial and Generation Z mindsets, fame has found its way to persons of many genres, talents and walks of life that tend to push the boundaries of the traditional, perhaps antiquated idea and role of “celebrity.” Our computerized world has groomed new outlets […]
It is a common notion that one of the greatest financial fears of Americans is the possibility of outliving their money in retirement. Yet, these concerns don’t always lead to subsequent real-life accountability since most people of working age aren’t making substantial progress toward increasing personal savings. The detrimental cycle continues. We worry about having […]
As corporate takeovers, mergers and acquisitions continue to be regular occurrences in many business markets, continued employee downsizing throughout most industries is inevitable. Severed employees must come to grips with the reality that the employer was ill-prepared or lacked the resources necessary to provide a successful future relationship. In good form and for employer liability […]
Like life insurance products, disability programs come in many different shapes and sizes designed to fit varying client needs and budgets. But acquiring sufficient amounts of DI can be challenging and time consuming to both broker and client alike. That is never truer than it is today, especially in the COVID era when we are […]
Well not really, but… Over the past couple of years many small and large insurance brokerage operations have been bought up by other larger brokerage operations. At times, it has seemed like everyone was buying and selling their agency. For years we have espoused the need for a producer to utilize a top insurance brokerage […]
Petersen International prides itself on its customer service. And that attention to service doesn’t end at the quick turnaround of insurance quotes, flexible underwriting or policy servicing by our helpful and professional staff. We also strive to make the paying of premiums as easy and as comfortable as possible for the agents we work with […]
Common sense and assumption based on experience in the life and health insurance industry have led me to the realization, which I’m certain most of you have witnessed and will wholeheartedly agree upon, that most clients and hopeful prospects—most, not all—are in no way proactive when it comes to their insurance needs. No matter how […]
March 2022