Broker Check

Impact By The Numbers

Providing value to our clients and their families

$3.5 BILLION

Client policy and account values3

$41 MILLION

Dividends to whole life policyholders4

Helping clients protect what matters most
We are proud to work with over 29,6182 clients

$17 Billion

Life Insurance Coverage

26 Thousand

Active life insurance policies

$56 Million

Active Income Protection

10 Thousand

Active Disability Protection

Fulfilling promises for our clients and their families

$38 Million

Life insurance benefits claims paid5

 $11 Million

Disability benefits claims paid5

Note: All figures reflect policies and contracts of the primary servicing agency.
Reflects all in force policies and contracts serviced by this agency as of 12/31/2023. ²Includes owners of in force life, disability income, long term care, policies as well as all securities accounts. ­3Represents 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 12/31/2023). 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. ⁴Represents Dividends paid in 2023 on Whole Life policies, excluding closed and surrendered policies. Represents all Life and Disability claims paid in 2023.

IMPACT BEYOND THE NUMBERS


Our Commitment is Real

At Peachtree Planning, we proudly support the following charitable and civic organizations through contributions made by our firm and by Guardian on our behalf:

  • Children’s Healthcare of Atlanta
  • Atlanta Day Shelter for Women and Children, Inc.
  • Boys and Girls Club of Metro Atlanta
  • American Red Cross®
  • The Salvation Army®
  • United Way
  • Habitat for Humanity®
  • Pound the Pavement for Peter
  • The Atlanta Ronald McDonald House Adopt-A-Family
  • Free For Life International
  • The Georgia Center for Child Advocacy
  • The Atlanta Community Food Bank
  • Jay's Hope Foundation
  • Aimee Copeland Foundation
  • Atlanta Youth Academy
  • Meyer Center for Special Children

To learn more about our firm, call or visit us and meet the members of our team.

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