As a broker, we know you work with many carriers - so why Guardian? There are unique advantages that only Guardian offers in the financial industry. From our underwriting advantages to being the preferred disability carrier on the market, contact us to discuss Guardian's niche products and how we can supplement your business.
You can think of me as your concierge product specialist. I approach every engagement as a top priority and place the goals of my broker clients at the forefront of every decision.
Contact me anytime to discuss Guardian's niche products and how we can supplement your business.
💬 239-560-3671
📧 Kbongiorno@afgfl.com
📍 14021 Metropolis Avenue, Fort Myers, FL 33912
That's right four times a year, your client will receive a personalized summary review of their policy and can enter their current income to determine if they are eligible for more. (45, 30,15 before their anniversary and the day of their anniversary). If they are interested in more, you as their financial professional will receive an email to contact your client.
Ready to take a Life or DI application, but need to gather information to do so? DQ system provides a customized hyperlink to complete a pre-application questionnaire which can be completed via mobile or laptop! Once completed, an email with all the information is sent to complete your Guardian application. (Please email me to get started).
From DI Client policy information, Future Increase Options and Conversions, Quick DI Quotes, and Paid DI cases, you can view everything you need to know about your DI clients in one place.
States
Clients
Protection In Force
Assets Under Management
Note: All figures reflect policies and contracts of the primary servicing agency. ¹Reflects all in-force policies and contracts serviced by this agency as of 12/31/2021. ²Includes owners of in-force life, disability income, long-term care, policies as well as all securities accounts. 3Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2021). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. ⁴Represents Dividends paid in 2021 on Whole Life policies, excluding closed and surrendered policies. ⁵Represents all Life and Disability claims paid in 2021.
Alliance Financial Group, Brokerage
afgbrokers.com
afgfl.com
(239) 570-5322
kbongiorno@afgfl.com
14021 Metropolis Avenue, Fort Myers FL 33912
Monday 9 AM - 5 PM
Tuesday 9 AM - 5 PM
Wednesday 9 AM - 5 PM
Thursday 9 AM - 5 PM
Friday 9 AM - 5 PM
Saturday Closed
Sunday Closed
Alliance Financial Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Alliance Financial Group is an independent agency and not an affiliate or subsidiary of Guardian
PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2020 Guardian.
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2020-111278 Exp 10/22 & 2020-98565 Exp. 4/22
