The landscape of financial services doesn't look the same as it did 20 years ago. In response to changing regulations, laws and software, many CPAs are now offering expanded financial services. Banks and Credit Unions are also becoming licensed to recommend and sell insurance products to their clients. And more often than not, you find yourself competing with these other centers of influence. While some view this as a threat, Guardian sees it as an opportunity.
These new brokers have a client base of pre-qualified prospects, clients who need guidance in planning for their futures. A CPA or bank may lack the expertise and resources to provide a complete financial package. But you're someone who knows the business.
We give you the tools to foster a mutually beneficial partnership with your local financial institutions, such as accounting firms, banks and credit unions. With these tools, you can work in unison with these institutions to provide strategic solutions for their clients, while increasing your sales and forging new client relationships within your community.
