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05 / 1 / 09

A Safe Haven – Why Whole Life Insurance is Finally Recognized as a Value Added Component of an Asset Allocation featuring Lamar Barden – – May Smart Business Magazine

Interviewed by Matt McClellan Throughout today’s turbulent economic times, there has been at least one safe haven for investors: whole life insurance. Although people have been investing in whole life for more than 150 years, it has experienced a surge in popularity due to its rock-solid dependability. “Whole life insurance has built-in guarantees that are […]

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04 / 1 / 09

Down the Line – How Business Owners can get Through a Downturn by Thinking Long Term featuring Jim Caswell – – April Smart Business Magazine

Interviewed by Matt McClellan In the havoc of the economic downturn, many business owners like many private investors have seen their retirement savings decline by 40 to 50 percent in value. Jim Caswell is a founding partner and Vice President with Peachtree Planning Corporation. He is a Certified Financial Planner and has been providing sound […]

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03 / 31 / 09

Southeastern Financial Group Partners with The Southeast Agency / Peachtree Planning Corporation to create the Premier Financial Services Firm in Birmingham

March 2009 -Birmingham based Southeastern Financial Group, LLC has partnered with The Southeast Agency / Peachtree Planning Corporation, to provide superior financial knowledge and solutions to individuals and business owners. They develop, implement, and utilize financial strategies to help maximize their clients’ time and money. The firm has 13 offices in the Metro Atlanta area, […]

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03 / 1 / 09

Peachtree Planning Corporation/The Southeast Agency Ranked #14 out of Top 148 in Country

Atlanta, Georgia, March 2009 – Peachtree Planning Qualifies for Coveted Master Agency Award – The General Agents and Managers Association (GAMA) has announced that Peachtree Planning Corporation, The Southeast Agency, is a qualifier for the highest award offered by the Association International, the Master Agency Award. Since 1973, GAMA International has recognized management excellence through […]

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03 / 1 / 09

A Good Investment – Simplifying Finances in a Complex Financial World featuring Bob Mathis – – March Smart Business Magazine

The New Year is well under way, and many of us are still wondering, “What now?” Planning has taken on a whole new meaning in this unpredictable environment. How can investors prepare for what they can’t easily predict? “A crisis can be a good opportunity to make strategic changes. But we have to remember that […]

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12 / 31 / 08

Ranked 3rd Largest Atlanta Life Insurance Agency by Atlanta Business Chronicle

Peachtree Planning has been in the top ten since 1997.  

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12 / 31 / 08

Ranked 6th Largest Atlanta Financial Planning & Advisory Firm by Atlanta Business Chronicle

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11 / 11 / 08

2008 “First in Class” Award Recipient by GAMA International

Atlanta, Georgia-2008 First in Class Award Recipient by GAMA International- Atlanta-based Peachtree Planning Corporation (PPC), a member firm of The Southeast Agency, has been recognized as “First in Class” by GAMA International. The firm’s CEO and founder, Bob Mathis, was presented the award at the annual GAMA International meeting in San Francisco. Peachtree Planning was […]

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06 / 24 / 08

Named a Master Agency by GAMA International-June 2008

Atlanta, Georgia, June 2008 – Peachtree Planning Qualifies for Coveted Master Agency Award – The General Agents and Managers Association (GAMA) has announced that Peachtree Planning Corporation, The Southeast Agency, is a qualifier for the highest award offered by the Association International, the Master Agency Award. Since 1973, GAMA International has recognized management excellence through […]

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02 / 11 / 08

2008 President’s Cup Winner

Shared Values, Shared Victory Guardian’s Southeast Agency Wins the 2008 President’s Cup Winning Guardian’s prestigious President’s Cup is a professional accomplishment that only a select few General Agencies can list on their credentials. Earning the award requires a collaborative effort that includes the contributions of every member of the agency team. For the Southeast Agency, […]

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