Beyond the Traditional Forms of Disability Insurance
Tom Petersen of Petersen International Underwriters
Please Join Petersen International Underwriters and The Plus Group® to find out what to do when Not all clients present a standard insurance issue or situation. Businesses and individuals many times have needs that exceed the scope and capabilities of primary disability carriers. Using real life case studies, we will share real life solutions. Key Disability Case studies to be covered:
- The Individual, “$15,000? I need $50,000 per month!” issue
- Business Disability considerations such as:
- The $10 Million DI Buy-Sell
- The 100,000/month BOE
- The $3 million Keyperson!
- Special Cases such as:
- The $1,000,000 college student
- The Buy-In project
- The Severance Agreement
- The Golden Spike – Shoring up the decreasing buy-sell benefit after age 60!
Please note that you will NOT need to pre-register for this Live Audio conference. All participants should dial into 888-262-0101 where they will be greeted by an operator and placed into the conference.You do NOT need any passcode or pin code to participate in this call.
Also, please note that we only have space for 100 participants. It will be on a first come / first serve basis. Please dial in early to secure a space. If you do not get placed on the call, a recording of the call will be on our website at www.plusgroupus.com about one week after the audio conference along with the PowerPoint presentation.
You may download the presentation here: