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BROKERAGE


At Pacific Advisors, we combine size and strength to attract clients, offering dedicated and personalized services tailored to your practice's needs.


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Pacific Advisors

Pacific Advisors is dedicated to serving over 60,000 clients across the nation, supported by a team of over 150 advisors, 2,000 brokers, and a vast international network. With specialized knowledge in tax laws, financial services, investments, and insurance, we provide personalized strategies to build strong financial foundations. We offer access to a wide range of investment, insurance, retirement, and enterprise products and services, tailored to meet your specific objectives. Recognizing the evolving challenges faced by individuals and families, we are committed to helping them achieve their goals and secure their loved ones' futures. Our focus extends beyond mere financial transactions; we prioritize building trust and confidence within our community. By working closely with our neighbors, we strive to empower each family to navigate life's uncertainties with resilience and peace of mind, both today and in the years ahead.

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Guardian Life

As an agency of The Guardian Life Insurance Company of America® (Guardian), Pacific Advisors LLC is privileged to help both individuals and business owners create financial security for themselves and their families. For over 155 years, Guardian has worked hard at putting people first, with an emphasis on providing outstanding customer service. That commitment continues today. Guardian has no shareholders, which means the Company can put its focus on its customers. Like Guardian, our firm is committed to these same values, and we strive to maintain the highest ethical standards in everything we do. We believe in doing the right thing for our community — and the members of our community that we serve. We’re proud to say that our relationship with Guardian provides a foundation of strength and stability on which our clients have come to rely.

We are committed to empowering our brokers with the tools and resources they need to succeed. Whether you're seeking assistance with case design, underwriting support, or access to educational sessions, we are here to support your practice every step of the way.

Guardian Products

Guardian Products

Our range of Guardian products include:

  • Life Insurance
  • Disability Income Insurance
  • Group Benefits
  • Long Term Care
What We Can Do

What We Can Do

Pacific Advisors provides comprehensive support including:

  • Case Design
  • Underwriting Support
  • Product Support
  • Training & Education


Training & Support

Training & Support

We offer a variety of training and support options, including:

  • Live & prerecorded educational sessions
  • Full access to Guardian's online support resources
  • Dedicated New Business Case Manager
  • Access to Life & Disability Product and Sales Support Specialists 

For general inquiries and questions, please contact us at brokerage@pacificadvisors.com.

Brokerage Team

Evan Kidwell, RICP®

Evan Kidwell, RICP®

Brokerage Manager

evan_kidwell@pacificadvisors.com

Jody Lentz

Jody Lentz

Brokerage Manager

jody.lentz@onepacificfinancial.com

Ani Manukyan

Ani Manukyan

Broker Relations Manager

ani_manukyan@pacificadvisors.com

1. Reflects all in force policies and contracts serviced by this agency as of 12/31/2022.

2. Includes owners of in force life, disability income, long term care, policies as well as all securities accounts.

3. Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2022). 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 2022 on Whole Life policies, excluding closed and surrendered policies.

5. Represents all Life and Disability claims paid in 2022.

- Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.

- Financial information concerning Guardian as of December 31, 2020, on a statutory basis: Admitted Assets

= $68.1 Billion; Liabilities = $60.3 Billion (including $48.9 Billion of Reserves); and Surplus = $7.8 Billion.

6. The ratings of The Guardian Life Insurance Company of America® (Guardian) quoted in this report are as of December 31, 2022 and are subject to change. The ratings earned by Guardian do not apply to the investments issued by The Guardian Insurance & Annuity Company, Inc. (GIAC) or offered through Park Avenue Securities LLC (PAS). Rankings refer to Guardian’s standing within the range of possible ratings offered by each agency. Comdex is not a rating but a composite of all ratings that a company has received from the four major ratings agencies (A.M. Best, Fitch, Moody’s, and Standard & Poor’s). Comdex represents a company’s percentile standing on a scale of 1 to 100 (with 100 being the best) in 2022 in relation to other companies that have been rated by the major agencies. Ratings are of December 31, 2022 and are subject to change. Visit https://www.guardianlife.com/about-guardian/guardian-annual/2022 to learn more.