Transcript
Imagine, Design, Live
The Living Balance Sheet is a registered mark of The Guardian Life Insurance Company of America, New York, NY.
The Challenges
• Increasing Cost of Living
• Multiple Financial Institutions and Advisors
• Conflicting Opinions and Marketing Hype
• Changing Personal and Financial Objectives
Imagine, Design, Live
As a result, many people find themselves…
• Financially Disorganized
• Confused about the REAL cost of living
• Feeling anxious about their future• Wishing there was a better, easier way…
• Adopting inappropriate financial strategies
Imagine, Design, Live
Imagine…
a financial journey offering…
• Clarity of purpose
• Optimism and hope
Build wealth Balance legacy/lifestyle choices
• A process to help you…
Track finances and net worth
Imagine, Design, Live
Imagine…
a way to simplify your life
Introducing:
Imagine, Design, Live
The Living Balance Sheet
Here’s how it works…
• Provides your financial picture at-a-glance through a personal website
• Helps you achieve optimal financial balance
• Automatically updates your financial data
• Stores copies of your important documents in an encrypted Vault
• Even monitors your awards programs
Imagine, Design, Live
Design…a wide-angle view
that works together
Imagine, Design, Live
Design…your financial visionand move towards optimization
Imagine, Design, Live
Design…strategic solutions working withyour financial representative
Imagine, Design, Live
Design…and test your
wealth building potential
Imagine, Design, Live
Live…with greater senseof comfort
Imagine, Design, Live
Live…a budgeted lifestyle
Imagine, Design, Live
Live…by leaving your own written personal legacy
Imagine, Design, Live
Live…with interactiveflexibility and mobility
Imagine, Design, Live
Getting started is easy
• Provide data to your financial representative
• Set up personal website• Review possible strategies
Imagine, Design, Live
With LBS, planning goals are comprehensive and far-reaching
• Increased Protection
• Improved Level of Savings
• Improved Cash Flow Management
• Increased Asset Performance
• Increased Debt & Tax Efficiency
• Financial Balance and Success
Imagine, Design, Live
Imagine, Design, Live
The Living Balance Sheet is a registered mark of The Guardian Life Insurance Company of America, New York, NY.
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