It is with mixed emotions, but mostly great happiness that Petersen International would like to announce the retirement of Terie Garcia, one of the earliest and currently longest-standing employees at Petersen International. I know I speak for the rest of my colleagues and Terie’s co-workers when I say this inevitability is truly bittersweet. Although we are excited […]
Petersen International Underwriters is pleased to remind you that the 17th annual national conference of the International DI Society will commence, in-person this year, on October 11, 2021 in Dallas, Texas at the highly-rated Dallas/Addison Marriott Quorum Hotel. The association has an incredible line-up of guest speakers this year including Diane Boyle, SVP Government Relations, […]
Please enjoy the following recording of Petersen International’s own Tom Petersen as a special guest of Chris Carlson on a recent episode of the DI Coach Podcast. Their frank and enlightening discussion hits on various topics including the future of the Lloyd’s marketplace, conducting profitable business during a hard market and current trends of the […]
Over the years, I have written periodically about disabilities that have unfortunately occurred in my family to which having or not having various types of insurance made the difference between disaster and financial stability. In one disastrous case, a dive instructor and dive store owner was hit by a drunk driver, causing severe injuries, necessitating […]
Welcome to Disability Insurance Awareness Month 2021. The last 14 months have seen much change to our country with numerous alterations to how many industries conduct business. Although social distancing, working from home and video conferences are the new normal, increases in vaccination rates have given way to lower COVID infection rates and deaths around much of […]
The common definition of a high-net-worth individual (HNWI) among economists, bankers and financiers is someone with liquid or investable assets of at least $1,000,000. That certainly doesn’t encompass most Americans, but unrecognized by many in the financial services industry, it does include a broad swath of prospective clientele, everyday searching for additional financial protection options […]
A 39-year-old psychiatrist was seeking some personal disability insurance in excess of her medical practice’s group coverage. However, she was finding it quite difficult to acquire any offers from the domestic market carriers because of her health history. She unfortunately suffers from IGA nephropathy, a chronic kidney condition as well as kidney-related lab elevations. With […]
Please enjoy the following recording of Petersen International’s own Todd Shield as a special guest of Chris Carlson on a recent episode of the DI Coach Podcast. They discuss trending opportunities in the specialty lines markets.
Disability income protection is absolutely imperative to professional aviators. Whether a pilot flies for a commercial outfit or private corporation, is self-employed as a crop duster or does firefighting from a helicopter, the reality of disablement exists among every class of aviator. Due to accident or illness, there is always an imminent threat of short-term […]
Buy/sell disability insurance is an absolutely integral part of any sound business succession plan, providing monthly or lump sum proceeds to a business owner with the explicit intent to purchase corporate shares from a permanently disabled partner; essentially allowing a healthy owner or owners to buy-out a disabled partner’s interest in the company. A problem […]