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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Producers often inquire about how they can sell more insurance to their clients. The answer is easy but can be at times unnerving – just ask! Have you been to a fast-food drive through in the past few years? Almost always, the first thing they say is “would you like to try the new double […]
A 33-year-old electrical linesman had been advised by friends and co-workers to seek out disability insurance in case he was injured on the job or became sick and unable to work and provide for his young family. He was in great health but had been turned down for coverage from several domestic carriers due to […]