Tools, knowledge and programs to help you take your practice to the next level.
Tools, knowledge and programs to help you take your practice to the next level.
You have plans for the growth of your practice. We will help you along the way with the tools, programs and personal support you need to reach your goals.
The Business Resource Center (BRC)
The BRC is founded on knowledge, strategy, and innovation. We strive for excellence every day and in every interaction so we can provide you and your clients with custom-tailored planning solutions for their business and personal needs. Our team of experienced professionals are highly trained and knowledgeable in all areas of advanced business, individual and wealth transfer planning with a wide range of specialities.
Our tools
The BRC and Guardian provide you access to the tools you need to do the job including:
Our relationships
The BRC only partners with high quality resources. We offer you relationships with some of the best names in the advanced planning field.
Our programs and services
We’re here to help you and your clients, by making the complex simple and providing top-notch case consultation and design services. The following are just a few of the things we can do for you:
Wealth Steps®
Wealth Steps® is a financial wellness program available exclusively through Guardian’s proprietary sales system, The Living Balance Sheet®. The step-by-step approach of Wealth Steps teaches participants the simple logic and order of financial decision-making that will guide them toward a solid financial future.
Benefits to you:
The Wealth Steps platform provides easy access to prospecting and presentation material, training and activity tracking.
Innovative Underwriters
Innovative Underwriters, (IU) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® with nearly 50 years in the industry as a Brokerage General Agency committed to helping insurance producers serve their clients. When business can’t be offered through Guardian, turn to Innovative Underwriters. IU provides access to a robust suite of non-proprietary products from a diverse set of over 25 top-rated carriers. Our knowledge and experience helps you compete in today’s challenging market environment. Our dedicated teams are committed to providing you with guidance through each case – regardless of size - every step of the way.
Innovative Underwriters operates with an extensive pool of experience:
We provide personalized attention to you and take care of the heavy lifting, freeing up more time for you to spend with clients.