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Last Roadshow of 2021!

 

Must Have  Disability Solutions for Businesses


NAIFA-CAlifornia's next virtual roadshow is december 10th!

FREE for NAIFA Members! $15 for Non-members (If you join NAIFA, you will be reimbursed your registration fee!)

Tom - large file

Mining For Dollars

Thomas Petersen, MBA, RHU
Petersen International Underwriter
Senior Partner

Friday, December 10th - Zoom

10:00 AM - 11:30 AM PST

As insurance professionals, asset protection for our clients, and our clients' business, is essential. One critical part of asset protection involves the use of disability insurance to complement life and medical insurance sales. Unlike life insurance, disability insurance sales sometimes encounter problem cases with seemingly no easy resolution which makes us gun-shy to add this vital part of coverage for our clients. This session will take a look at the five most common problems we encounter when selling disability insurance and easy solutions for them. These areas include:

  • Not enough insurance
  • Not any available due to the occupation, age or health
  • Special situations ranging from multi-national situations to short-term needs
  • Special Business issues involving buy-sell, key person, and BOE coverages

Join  Thomas Petersen, MBA, RHU, on Zoom to explore these problems and learn how to easily overcome them to add sales opportunities.  As Senior Partner at Petersen International Underwriters, the largest Lloyd’s Coverholder specializing in disability insurance, in North America, who has over 35 years of experience ranging from sales as a producer, to underwriting and policy development, Tom brings experience and can share ideas that will lead to more sales.

Register