Business
Resource Center
THE BUSINESS RESOURCE CENTER (BRC)
We strive for excellence every day and in every interaction, as we provide you and your clients with custom-tailored planning solutions for their business and personal needs.
OUR CORNERSTONES
Expertise: We are a team of Attorneys, CPAs, CLUs, ChFCs, and tax experts who have over 255 cumulative years experience in the advanced planning markets.
Strategy: We know you, and your markets, and craft strategic plan designs and approaches to help you meet the challenges you face.
Innovation: Guardian’s culture of innovation is embodied in the BRC—we use our experience and knowledge to craft innovative solutions to meet your clients’ needs.
WHAT WE DO
At the BRC, we are highly trained and knowledgeable professionals in all areas of advanced business, individual, and wealth transfer planning. Our expertise covers a wide range, including:
| BUSINESS PLANNING Succession Planning
Non-Qualified Executive Benefits
|
INDIVIDUAL AND FAMILY PLANNING Wealth Transfer Planning
—Commercial Premium Financing |
OUR 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 things we an do for you:
- Advanced Concept Review
- Case Consultation
- Case Design and Presentation
- Will and Trusts Review
- Buy-Sell Plan Review
- Key Person Plan Review
- Charitable Planning Support
- Sample Documents
OUR TOOLS
Guardian gives you access to the tools you need to do the job, such as:
- The Guardian Proposal System—20+ advanced concepts
- The Living Balance Sheet —our hallmark planning software
- Crescendo charitable planning software.
- NumberCruncher Financial Planning Tool
- Advanced Markets Online
OUR RELATIONSHIPS
The BRC only partners with the best. We offer you relationships with some of the best names in the field, including:
- Greenburg Traurig international law firm
- BizEquity business valuations
- BEI Exit Planning Solutions
Guardian, its subsidiaries, agents or employees do not provide legal or tax advice.
Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.
2017-41310 (Exp. 05-19)
WHO WE ARE
Our team features some of the foremost analytical minds in the financial industry, to provide you with the strategic plan design solutions you are looking for.
THOUGHT LEADERSHIP AND CASE CONSULTATION
James MagnerJD, CLU®, ChFC®
Premium Financing, Captive Insurance Companies, Non-Qualified Executive Benefits, Succession Planning
Cynthia HearingJD, CLU®, ChFC®, CLTC, CAP®
Succession Planning, Buy-Sell Planning, Estate Planning, Non-Qualified Executive Benefits, Charitable Planning, Asset Protection
Bryan DavisCFP®, EA, CLU®, ChFC®
Succession Planning, Buy-Sell Planning, Non-Qualified Executive Benefits, General Taxation
Mark BrumbaughJD
Non-Qualified Executive Benefits, Succession Planning, Estate Planning, Asset Protection, Charitable Planning
Michael Geeraerts
CPA, JD,CGMA®, CLU®
Income Tax Planning, Buy-Sell Planning, Non-Qualified Executive Benefits, Estate Planning, LTC Rider Taxation
CASE DESIGN
Paul McDonald
Succession Planning, Key Person, Non-Qualified Executive Benefits, PPIA Opportunities, Advanced Case Design Product Questions
Jeffrey KlappholzCLU®
GPS Advanced Presentations, Premium Financing, Guaranteed and Simplified Issue, FDP Illustrations, Spit Dollar Economic Benefit Rate Tables
Hang WongFLMI
GPS Advanced Presentations, Executive Bonus Plans, Premium Financing, SERPs, Succession Planning, Split Dollar
Jennifer Wilhelmy
GPS Advanced Presentations, Executive Bonus Plans, Premium Financing SERPs, Succession Planning, Split Dollar
BUSINESS DEVELOPMENT AND SALES CAMPAIGNS
Cynthia Crino
CLU®, ChFC®
End-to-End Sales Process, BRC Collateral, Advanced Sales Campaigns
Julie FalconEnd-to-End Sales Process, BRC Collateral, Advanced Sales Campaigns
Important Information
Securities products offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 625 Maryville Centre Drive, Suite 100, St. Louis, MO 63141, 314-800-1155. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. TRIAD Wealth Systems is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general public use. By providing this material, TRIAD Wealth is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.
Financial Balance® is a service mark of The Guardian Life Insurance Company of America® (Guardian), New York, NY 10004. © 2021 Guardian
The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2021 Guardian
Garrett McMillan is not authorized to use The Living Balance Sheet®.
This website is intended for general public use and is for educational purposes only. By providing this content, The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries are not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.
2021-127081 Exp 09/23