Peyman Cohan, JD at Pacific Advisors

Living longer is becoming the norm. Are you planning to live well? There’s a disconnect between how people hope to live later in life and how well they are preparing for it today. Only 13% of working Americans feel exactly on track to save enough for the lifestyle they want in retirement, while 45% say they’re off track.

Discover more tips to live well, longer from the Mind, Body, and Wallet 2026 report here.

https://www.guardianlife.com/reports/mind-body-wallet?tab=Full-report-1&utm_id=1974560206&utm_source=marketing-suite&utm_medium=social&utm_campaign=em-2026-mind-body-wallet-launch&utm_content=mbw

As more business owners approach succession decisions, advisors with experience navigating complexity are in high demand. These transitions involve far more than valuation or tax planning—they require the ability to guide clients through layered financial, personal, and business considerations with confidence.

We’re looking for advisors who are prepared for this work: professionals who want to support business owners through high‑stakes transitions and serve as a steady presence before, during, and after ownership changes.

Preparing for the $10T Shift: How Advisors Can Win the Great Ownership Transfer - Connect Money A massive wave of business transitions is underway as Baby Boomer owners prepare to pass down or sell an estimated $10 trillion in privately held companies over the coming years. For wealth advisors, the so-called “Great Ownership Transfer” represents both a significant opportunity and a reten...

The best time to talk about disability insurance is before you need it.

Talk to your financial advisor about the important role that disability insurance can play in protecting you and your family from unexpected injury or illness.

Understanding the value of your income is the first step to protecting it. Your income is more than just a paycheck—it’s a long‑term financial asset that could be worth millions over the course of your career.
The question is: how protected is it?

Talk to your financial advisor to learn how disability insurance can help protect that income.

Your income helps support everything you do, making it your most valuable asset. Ensuring you have a protection plan in place today can make all the difference tomorrow.

Speak with your financial advisor to learn more about disability insurance.

Pub9101BL - What Are the Building Blocks of Your Life?

Disability is more common than you think.

Speak with a financial advisor about how disability insurance can help you continue to earn an income should an injury or illness keep you from working.

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

Protection is the cornerstone to a bright future. Check out Nick Carlson’s journey to protecting the financial future for his family.

Protecting your future Watch Nick's journey to protect his family's future

Stay-at-home spouses and gig workers add value to the family’s finances. Here’s how to help make sure they’re protected

Why each spouse needs life insurance How to help make sure your family is covered financially should something happen to either spouse

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

Review and refine your buy-sell agreement A professional buy-sell agreement review with customized recommendations.