Guardian Sponsored AALU 2010 CE Workshop
Keeping up with new developments
in the Non-Qualified Deferred Compensation World
Just how sophisticated is your practice?
Advances in technology have allowed providers to bring cost-efficient, bundled services to the small and mid-size
market that once were available only to large businesses. This panel discussion will focus on a number of these exciting
developments, and is designed to help producers struggling with the following questions: “Am I keeping pace with
what’s new, am I providing my clients with the best service model, and where am I relative to my competition?” Among
the topics to be covered are the following:
• How to develop the most efficient funding strategy, and understanding funding strategy efficiencies.
• What does a robust on-line enrollment/administration system look like?
• What does the “next generation” plan look like?
• How to compete with mutual funds.
• Understanding the kind of buyer are you working with.
Date: Sunday, April 25, 2010
Time: 3:30–4:45 pm
Location: Delaware Room
Presented By: Jim Magner, JD
Jeff McCarthy, Executive Vice President
American Financial Systems
Be sure to visit us at Booth 411 for our raffle and prizes!
The Guardian Life Insurance Company of America 7 Hanover Square, New York, NY 10004-4025 www.GuardianLife.com
Guardian’s Executive Benefits VUL is issued by The Guardian Insurance & Annuity Company, Inc. (GIAC), a Delaware corporation, and distributed by Guardian Investor Services LLC (GIS). GIAC and
GIS are located at 7 Hanover Square, New York, NY 10004-4025. 1-800-441-6455. GIAC and GIS are wholly owned subsidiaries of The Guardian Life Insurance Company of America.
Guardian’s Executive Benefits VUL combines life insurance protection with investment opportunities, options and flexibility. The policy provides the policyowner with the flexibility to adjust the pre-
mium payment schedule and policy options. It is important to bear in mind that the policy’s performance depends largely on decisions made by the policyowner. Due to market fluctuations, there is no
assurance that the investment performance will be favorable. Therefore, upon surrender, policy values may be worth more or less than the original investment.
These policies and their underlying variable investment options are not deposits or obligations of, or guaranteed or endorsed by, any bank or depository institution, nor are they federally insured by the
Federal Deposit Insurance Corporation, the Federal Reserve Board or any other agency. They involve investment risk, including possible loss of principal invested.
GIS is a member of FINRA, SIPC.
Any individual soliciting these variable universal life insurance products must be a licensed life insurance agent appointed with GIAC and a registered representative of a broker/dealer with whom GIAC
has a selling agreement.
Guardian’s Executive Benefits VUL and its underlying options are offered by prospectus only. Prospectuses contain important information including charges and
expenses. Please have your clients read it carefully before investing or sending money. Your clients should consider the investment company’s investment objectives,
risks, fees and charges carefully before investing. Prospectuses contain this and other important information and can be obtained by calling 1-800-441-6455.
American Financial Systems, Inc. is a wholly owned subsidiary of The Guardian Life Insurance Company of America.
2010-2583 For Producer Use Only. Not For Use With The General Public.