Tag: living balance sheet

An example of Thought Leadership Selling in the Life Insurance industry

September 9, 2010 3 Comments

  In 2005 the Guardian Life Insurance Company of America created a proprietary sales and marketing tool for its 3,000 financial advisors nationwide called the Living Balance Sheet. The Living Balance Sheet is a web based tool that organizes every piece of each account’s financial picture in one place, and updates the information daily. The tool […]

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