The PIU Communicator Library
New Product Alert! – The Simplified Underwriting DI Plan - 05/14/2019
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. To make the challenge of attaining excess disability insurance much easier and more engaging to high-net-worth […]
Asset & Income Protection Positioning: Think DIfferent -
Join Robert for a captivating presentation as he discusses some thought-provoking and unique ways to identify gaps in financial planning from a recent presentation to more than 200 insurance producers. Learn how to turn these unique financial gaps into opportunities for attracting new prospects. Robert Clark is a Regional Vice President (Western) with Petersen International […]
Petersen DI Plans Now Available In Maine! - 04/30/2019
We are pleased to announce that after years of work with legislators, lobbyists, attorneys and department of insurance representatives, Petersen International now has the authority to market and sell disability insurance policies in the state of Maine. Governor Janet Mills of the state of Maine has officially signed insurance bill LD 260 into law. The […]
The 90-Day DI Challenge - 04/23/2019
Disability Insurance Awareness Month begins May 1st. Now is the perfect time of year to bolster your DI sales with the promotion of income protection to your agents and clients. DI should be the cornerstone of every sound financial plan. The economic safeguard of one’s most important asset – their ability to earn a living […]
Take the Case of…Dr. K. - 04/16/2019
Dr. K. is a 54-year-old dentist with a very large and successful California dental practice. She made a little over $600,000 per year which provided a very comfortable living for her spouse of 23 years and their three adolescent children. She was the primary earner of the household. Dr. K. and her insurance agent sought […]
Hopefully Jim Has BOE - 04/08/2019
On a recent trip to the seaside town of Carpinteria California, I was reminded of how important disability insurance is. My family was out on our traditional morning bike ride to the donut shop when we came across a small bike shop that has been a fixture in the community for years. Sadly the cute […]