The PIU Communicator Library
Case Study Snapshot: Buy/Sell Failure to Survive - 10/06/2026
Partners of an accounting firm were seeking life insurance policies to financially indemnify their corporate buy/sell agreement which would fund the buy-out of an owner’s shares in the company should one of them die. The majority owner had been declined by several domestic life carriers due to her health history. The 67-year-old CPA had a […]
Case Study Snapshot: Group Critical Illness - 09/01/2026
A large Chicago law firm was interested in offering new employee benefits to assist in the process of acquiring and retaining talented and sought after attorneys. The firm’s HR team was looking into critical illness programs and their insurance broker contacted Petersen International to find out more about our new group CI plan. The product […]
No Such Thing as a Bad Risk – Part 2 - 08/25/2026
I would like to continue with our outline from last week of what makes Lloyd’s of London such a special insurance marketplace. I want to touch further on aspects of what Lloyd’s and Petersen International can find and provide for your disability insurance clientele. Let’s take a look at more of those specialty risks: 4. […]
Case Study Snapshot: International Travel Medical - 08/04/2026
An American family of five, two adults and three teenage children were traveling on summer vacation to Singapore and various locations in exotic Thailand. Prior to the trip, the family reached out to Petersen International for guidance regarding travel medical insurance. The parents had concerns about Covid-19 exposure as well as emergency medical evacuation in […]
Case Study Snapshot: Harbor Pilot Group Disability - 07/07/2026
The occupation of harbor pilot is a very intriguing one from a disability insurance perspective. They are mariners with decades of experience, highly trained and educated and highly paid. Their occupation duties can be physically and mentally demanding as they board moving vessels and help guide captain and crew through highly populated, highly traveled and […]
Case Study Snapshot: Chiropractor DI - 06/02/2026
A 34-year-old chiropractor just opening her own private practice was rightfully aware she needed to be well insured. She recognized how physically demanding her job could be and disability insurance was a priority. In addition to her own personal income, she was concerned with the financial protection of her fledgling business and her new employees […]