The Living Balance Sheet®
As a financial representative you may ask yourself these questions: “What can I do to set myself apart from my industry peers? How can I provide an unparalleled level of service to my clients? How can I implement more effective financial strategies? How can I have working knowledge of my clients’ entire financial plan?” The Living Balance Sheet just may be the answer.
A new and exclusive client servicing system, The Living Balance Sheet can help you position yourself as the primary financial representative. The electronic file organizer provides representatives and clients with tangible benefits.
The Living Balance Sheet will transform the way you do business. Not only will it help you acquire and retain more quality clients, but it will differentiate you from the competition. One of the key features is that it provides a unique, integrated view of a client’s insurance and financial information pertaining to four critical interdependent financial domains – protection, assets, liability and cash flow.
The Living Balance Sheet provides:
- personal client and representative web sites
- account aggregation with over 2,600 financial institutions
- a secure electronic vault for clients to store important copies of personal documents, legal papers, videos and photographs
- a securities watch list to review price fluctuations of securities throughout the day
- alerts and alarms that automatically notify the representatives when there are significant changes to a client’s portfolio.
If you are interested in more information about The Living Balance Sheet you may visit livingbalancesheet.com. There you will find contact information, frequently asked questions and a representative-oriented video that explains the features of this new and exciting system.
The Living Balance Sheet® displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client's financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.
The financial representative must have appropriate licensing to take any actions featured on The Living Balance Sheet®.
The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet® system are used under license from Guardian.
First Financial Group. 954 Ridgebrook Road, Suite 300, Sparks, MD 21152. Tel: 410.828.5400
Securities products and services through Park Avenue Securities LLC (PAS) 954 Ridgebrook Road, Suite 300, Sparks, MD 21152. (410) 828-5400. PAS is an indirect wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. First Financial Group is not an affiliate or subsidiary of PAS or Guardian. We have registered representatives securities licensed in all states. The financial representatives of First Financial Group are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Sharon Klipner at 410-828-5400, extension 4125.
PAS is a member of FINRA/SIPC.
Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
This Internet site may provide links to other sites for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. This Agency, Guardian and PAS cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this Internet site or incorporated herein, and take no responsibility therefore. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.
©Copyright 2005-2011, The Guardian Life Insurance Company of America