The PIU Communicator Library
Retirement Planning Begins with Income Protection - 04/01/2022
Great strides have taken place in the financial services industry in recent decades to develop widely accessible and sophisticated fiduciary savings vehicles, allowing Americans to begin planning for secured financial futures in retirement. Plans like 401(k)’s, Roth IRA’s, annuities and cash value life insurance programs have grown in popularity and have proven to allow reliable […]
2022 Carrier Forecast - 3/14/2022
2022 will be a year of some internal analysis within our companies as well as the industry as a whole. To set the comments about 2022, I will digress to what the economic impact has been on our industry for the past couple of years. The global insurance markets follow a series of hard and […]
The High-Limit Disability Niche - 12/06/2021
The disability insurance marketplace may seem relatively obscure to many life and health insurance advisors active in the industry today. However, the true nature and importance of income protection is not lost on successful agents and brokers willing to step out of their proverbial comfort zones and market products that are not only pivotal safeguards […]
Save the Date! Petersen International Underwriters ALS Golf Classic - 11/15/2021
We are pleased to announce that Petersen International is the title sponsor of the 2021 ALS Golf Classic which will be held on December 6, 2021 at Valencia Country Club in Valencia, California. This amateur charity golf tournament, now in its 20th year, has received many accolades all over California. Proceeds from the tournament benefit […]
Potential Corporate Pitfalls: Severance Agreements - 11/08/2021
The COVID-19 global pandemic remains at the forefront of everyday life. Although mass vaccinations and changes in business and social practices have helped stem and slow the Coronavirus infection and death rates across much of the world, pockets of outbreaks continue to plague parts of the U.S. with a continued effect on the economy. The […]
Risk Spotlight – Real Life Case - 10/26/2021
A relatively healthy 51-year-old chiropractor and business owner was seeking disability insurance to help cover his monthly office overhead expenses in case he became temporarily disabled and was unable to work for a period of time. As he rightfully should, the client was looking for insurance in excess of his personal DI cover and was […]