Broker Check

HELPING TO PROVIDE
STRENGTH & STABILITY
IN OUR COMMUNITY

Helping Members of Our Community Achieve Their Objectives

Our firm is proud to be part of this community. Our clients and our employees live here — and we work here — so the people who call this community home are particularly important to our firm. We understand that individuals and their families are facing greater, more daunting challenges every day. But these same people aspire to achieve great things; the same things their parents and grandparents did: to provide for their families, and to help ensure, that no matter what happens in life, their loved ones are always protected. That’s why we are dedicated to serving this community and the needs of its members, earning our neighbors’ trust and confidence, working smart to help each family provide for their loved ones, both today, and in the many years to come.

IMPACT BY THE NUMBERS1

We are proud to work with over 42,9662 clients, of which nearly 10,000 are business owners.

Providing flexibility to our clients and their families

Total assets administered3

  $2,070,808,723

Dividends to whole life policyholders4

  $32,879,328

Helping clients build confidence and protect their assets

Life Insurance coverage in force for our clients

  $12,083,984,057

Number of life insurance policies in force

  26,375

Income protection in force for our clients

  $145,048,591

Number of income protection (disability) policies in force

  28,785

Fulfilling promises for our clients and their families

Life Insurance benefits (claims) paid5

  $40,637,684

Disability benefits (claims) paid5

  $49,057,399

IMPACT BEYOND THE NUMBERS

We are proud to support the following charitable and civic organizations through contributions made on our behalf by Guardian and by the men and women of our agency, Pacific Advisors LLC:

  • National Multiple Sclerosis Society
  • Bikes for Kids
  • United Way
  • Philanthropy International
  • Habitat for Humanity®
  • Valley Medical Center Foundation
  • City Mission Ministries
  • Boys and Girls Clubs of America

We encourage you to continue to explore our firm by giving us a call or stopping by to meet the members of our team. We look forward to getting to know you.

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  1. Reflects all in force policies and contracts serviced by this agency as of 12/31/15.
  2. Includes owners of in force life, disability income, long term care policies, as well as all in force securities accounts.
  3. Represents in force cash values for life insurance and market values for all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.
  4. Represents Dividends paid in 2015 on Whole Life policies, excluding closed and surrendered policies.
  5. Represents all Life and Disability claims paid in 2015.
  • Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
  • Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2015 on a statutory basis: Admitted Assets = $48.1 Billion; Liabilities = $42.0 Billion (including $37.0 Billion of Reserves); and Surplus = $6.1 Billion.