Peyman Cohan, JD at Pacific Advisors

07/12/2026

As a medical resident or fellow, you’ve invested in a career that will provide you with the income to achieve your financial goals. But have you taken steps to protect that income? Learn more: https://bit.ly/3Va0UgB

07/09/2026

The journey through medical school and residency can be challenging, but protecting your income shouldn’t have to be. Disability insurance can help. Contact me today to learn more.

07/06/2026

Residents and fellows embarking on their careers in the world of medicine should understand the importance of protecting their future earnings. Disability insurance helps by protecting their income should the unexpected occur. Learn more: http://bit.ly/3oUYK6P

07/04/2026

Money wisdom from Ben Franklin!

07/02/2026

You may want your life insurance to reflect your values. With Guardian's Charitable Benefit Rider, an additional benefit will be paid as a donation to a charity of your choice at no additional premium. Learn more: https://bit.ly/47mvhE0

06/29/2026

Congratulations, your business is profitable! But what next? Do you know how much of those profits to reinvest in your business? Discover great investment ideas to provide a good return on the money you spend.

Whether you own a business or plan to start one, there are ways to cut down on the stress of running your own company.

06/26/2026

Want to be more financially confident? Try acting like a business owner! The 2021 Guardian Confidence study found business owners are uniquely confident. Check out why and see how you can incorporate these behaviors into your own life:

Are You Financially Confident? New Guardian Research Reveals What It Takes to Achieve Financial and Emotional Confidence

06/24/2026

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your current business needs and situation.

A professional buy-sell agreement review with customized recommendations.

06/23/2026

For many business owners, their business is their most important asset. That’s why buy-sell agreements can be vital. It is a critical arrangement that helps to protect the owner, shareholders, and the business itself. A buy-sell agreement helps to ensure the continuity of the business by documenting important issues and concerns in advance so that if an owner dies or becomes disabled — or leaves the business for whatever reason — the business can continue to run smoothly and have the potential to grow.

If you already have a written buy-sell agreement, you’re on the right track. But when was the last time you and your tax and legal advisor team reviewed it? If you don’t keep your buy-sell agreement up to date, it may not be protecting you in the way you originally intended.

Guardian’s Business Resource Center (BRC) can help. Working with your team of legal and tax professionals, Guardian’s Buy-Sell Review Program provides a professional review your existing buy-sell agreement to make sure it’s up to date. The BRC will then make recommendations based on your current business needs and situation — all complimentary to you.

When you elect to use the Buy-Sell Review Program, you will also receive a snapshot view of your business’s current value. You can review your comprehensive, customized report with your legal and tax advisors and assess any recommendations based on your current needs and long-term objectives.

Contact me today to learn how the Buy-Sell Review Program can help you better protect your business — and your loved ones — for years to come.

06/22/2026

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insurance can make business succession planning a lot easier

As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook