Training
To compete for the attention and dollars of clients in the financial services industry, you need to be informed and prepared. We have a number of systems that support our Financial Representatives’ day-to-day activities and long term sales goals. We also support your need to be flexible by taking advantage of emerging technologies so you can access the materials you need however you wish.
Below is a listing of the main areas of training available to you to build client relationships, sell financial products and services, run your own business and earn respected industry certifications. This is a comprehensive and evolving program of education and training, designed to expand your knowledge and boost your productivity. Having the resiliency to change with the industry is key to your success. That’s why at Guardian and DFP, we believe that if you’re not up-to-date, you’re actually going backwards. Ongoing education is our obligation to you.
Products – training online at Guardian University and periodic in-house classes.
The Living Balance Sheet® - Weekly Telephonic Agency Meetings and online training available. This is Guardian Life's proprietary web-based system designed to help you use the power of the Internet and technology to enable clients to instantly gauge their financial health and simplify their personal and business finances. Over 6,000 financial institutions are available to aggregate with client’s accounts daily*. Clients can access copies of important legal and financial documents from anywhere in the world, and get a comprehensive, up-to-date snapshot of their financial well-being through a “Living Balance Sheet”®.
Philanthropy International – is a National Community Foundation that partners with the professional advisor community and is endorsed by the March of Dimes. Representatives may choose to subscribe to Philanthropy International. They offer valuable educational seminars and training programs with creative, cutting-edge planned giving approaches. This increases your knowledge of innovative tax-exempt strategies, develops new avenues for marketing your business, helps you discover a unique way to develop more assets under management, and be in a strategic position to bring value to your clients’ favorite charities and other professional advisors.
Guardian University – online training for Guardian Financial Representatives
A comprehensive and dynamic set of training programs, Guardian University is also affiliated with the American College, which aids in continuing educations through Guardian Professional Development Certificate Programs. Access to Guardian University is available 24 hours a day, 7 days a week through its Virtual University, which enables Financial Representatives to find support materials for activities such a as underwriting, product sales, policy maintenance and general technology needs like client mining and data management.
Continuing Education Seminars – Held in our agency office monthly, and presented by a variety of qualified experts in the financial industry.
Continuing Education is required for Agents who hold out-of-state insurance licenses. These seminars are also an opportunity to learn about certain financial subjects in a more in-depth presentation, and meet fellow financial representatives and brokers in the community.
Guardian Online & Lotus Notes – online and in-house training.
Our training intranet, Guardian Online (GOL) is the platform for all your day-to-day needs, such as email, access to Virtual University, access to forms and compliance information and links to your home office.
Guardian Online is your resource for many financial tools and reports, as well as online training.
Lotus Notes is the Guardian’s email and calendaring system.
Accountants Resource – Accountants alliance program.
Accountants Resource is a non-profit group, funded by Guardian, and dedicated to providing CPAs professional guidance and resources to expand their practice in financial planning.
Guides, brochures, slideshow and promotional collateral material assist the Financial Representative in creating alliances with accountants and CPAs to provide financial services and planning to their clients.
SmartOffice – online training offered through Guardian.
SmartOffice is a robust customer relationship management system. Many pre-approved reports are preloaded to help you track your business and manage your client base.
*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.
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Information Links
744 W. Lancaster Avenue . Suite 235 . Wayne . PA 19087 I Phone: 610.293.8300 I Fax: 610.293.8399
Financial Representative of The Guardian Life Insurance Company of America, New York, NY. The Information on this site is intended for the residents of Connecticut (CT), Delaware (DE), Florida (FL), Massachusetts (MA), New Jersey (NJ), New York (NY), and Pennsylvania (PA). The financial representatives of Devon Financial Associates LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Colleen Marzella at 610-293-8304.
Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667. Devon Financial Associates, LLC is not an affiliate or subsidiary of PAS.
PAS is a member FINRA & SIPC. (www.finra.org)
Registered Representatives are securities licensed in Connecticut (CT), Delaware (DE),Florida (FL), Massachusetts (MA), New Jersey (NJ), New York (NY), and Pennsylvania (PA) and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.
Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.
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.
Individual health insurance products or services are not offered by Guardian. Property and Casualty insurance products or services are not offered by Guardian.
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.
Links to other sites are 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. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.
© 2011 Devon Financial Partners . 744 W. Lancaster Avenue . Suite 235 . Wayne . PA 19087
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