|
The Living Balance Sheet®
The Living Balance Sheet® (LBS) is
a cutting edge tool developed by Guardian Life Insurance
Company that provides you with a personal and secure website
containing up-to-date, comprehensive information about your
entire financial picture, including the protection component,
assets, liabilities, and cash flow. Just imagine - your entire
picture on your own personal and secure website. Available
anytime you want it, from anywhere in the world.
Also included is a password protected,
encrypted vault to store copies of private documents such
as wills, trusts, insurance policies, tax returns, photos
and videos. All of these things are available to you at anytime,
from any place you can access the internet.
Through this
powerful knowledge-based system you can easily manage your
assets and liabilities and monitor your cash flow with thousands
of financial institutions. You
can assess whether you are saving sufficiently for your future,
get a handle on your retirement and investment funds through
a securities watch that reviews price fluctuations of securities
throughout the day, and find out whether your insurance protection
is up-to-date.
In today’s complex financial world,
this electronic file organizer can certainly make your life
simpler by providing an easy-to-use web-based comprehensive
wealth management system. Find out more about this no-cost
service that can help you simplify your financial life.
The demo requires a flash player. To
download free flash player click here.
The Living Balance Sheet displays the financial
holdings identified by the client based upon information
and valuations provided directly by the client or by electronic
feeds from the client’s financial institutions. Valuations
provided by electronic feeds reflect the most current information
provided by the financial institution as of the date and
time noted, but can reflect valuations from an earlier date
and time.
Copyright © 2006 The Guardian Life
Insurance Company of America, New York, NY
The Living Balance Sheet® and logo
are registered trademarks of The Guardian Life Insurance
Company of America, New York, NY. (patent pending)
The trademark The Living Balance Sheet and the content and
graphics on this website which relate or refer to The Living
Balance Sheet system are used under license from Guardian.
|
