New York - The Guardian Life Insurance Company of America has launched a new proprietary Web-based system designed to help financial representatives use the Internet to enable their clients to instantly gauge their financial health.Using the system, financial representatives and their clients can coordinate accounts from a menu of more than 3,000 financial institutions, access copies of legal and financial documents from anywhere in the world, and get an up- to-date snapshot of their financial well-being through a "Living Balance Sheet."
"We are excited to begin offering the Living Balance Sheet to our field force, which will transform the way our financial representatives do business," says David Allen, senior vice president, individual markets at Guardian. "It will help our agents distinguish themselves in what has become an increasingly competitive environment."
Register or login for access to this item and much more
All Digital Insurance content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access