Culture
We are a small boutique firm, this allows us to maintain a fun, vibrant work environment.
Autonomy
We do not require our associates to be time managed from day to day. We believe the right person should have the freedom to create their own calendar and manage their own time. Time freedom and money freedom!
Core Affiliation
Our core affiliation is with the Guardian Life Insurance Company of America. Guardian is 150 years old, financially strong (highly rated), and has a reputation for treating their policyholders fairly.
Renewals
Our core affiliation is with The Guardian Life Insurance Company of America. Guardian is over 150 years old, financially strong* (highly rated by all of the major ratings services), and has a reputation for treating their policyholders fairly.
Mentor and Mentoring
We provide mentor and mentoring relationships to help associates reach their production goals. Mentoring is proven to be the best way to jump start a career in financial services.
Support
We provide our associates with local, experienced specialists to help them grow their practice. Currently we have specialists in Underwriting, Life Insurance, Estate Planning, Financial Planning, Disability Income Insurance, Long Term Care Insurance, Investments, and Pensions. We also have access to CPA's , Attorneys and other professionals to ensure you get the knowledge, training and support you need.
Benefits
Our associates have fringe benefits provided via our relationship with Guardian, a Fortune 250 company, they include: major medical, disability income, life insurance, dental insurance, 401(k) with 3% match, defined benefit pension plan, and a Wealth Accumulation Plan for our top producers.
