On a day-to-day basis, I help individuals and their families plan financially for a better tomorrow–from top-tier life insurance and income (disability) protection, to long term care (LTC) coverage and 401(k) planning. They expect and deserve the human touch.

However, many of my valued, existing clientele do not actually realize that I serve entrepreneurial companies and small employer groups (2-15 employees), as well with the same level of personal attention. Businesses are made up of people, so why would the level of service a group gets be any different than that of an individual? As a part of Guardian’s BRC (Business Resource Center), I work with closely-held businesses on a wide-range of financial programs that are geared toward the specific needs of the small business owner—from Buy-Sell Agreements and Key Person Coverage to 401k Programs. But like my own family businesses, most companies are looking to save money wherever they can. And yes, while there is an excellent chance we can get a group a lower rate for their state-mandated TDI coverage, for example, Guardian truly offers a whole heck of a lot more. We presently serve many of Hawaii’s larger employer groups (100+ employees). In fact, on a national level, over 1,400 large group customers are teaming up with Guardian. We provide individualized solutions and exceptional service. From Angie’s List to the San Diego Zoo, our large market customers look to us to be their hands-on provider. We offer:

• A full range of flexible products. Voluntary products. Employer-paid products. With a variety of flexible funding options. Plus, Administrative Services Only (ASO).
• Personal service and support — with a dedicated account representative.
• Seamless implementation. Your implementation manager and team will get you up and running quickly, with no hassles or disruption.

If you value a personalized approach, offering world-class products and services and a full range of products—from voluntary to employer-paid, contact me and I’ll be your one point of contact. In other words, I’ll be your group’s “go-to” person for all your needs.