Guardian Expands the Living Balance Sheet to Include an 'Estate Planning Module'

The Guardian Life Insurance Company of America (Guardian), one of the largest mutual life insurers and a leading provider of employee and voluntary benefits for small and mid-sized companies, today introduced professional estate planning analysis on The Living Balance Sheet (LBS), Guardian's comprehensive process for helping clients balance their financial lives. The Estate Planning Module provides a full suite of tools that enable Guardian's financial representatives to customize estate planning strategies for their clients using simulation models that account for inflation, taxes and life expectancy.

Guardian Expands the Living Balance Sheet to Include an 'Estate Planning Module'
Source: PR Newswire