In a world where virtual meetings is a must, take advantage of Guardian’s special pricing and compliance approved Zoom subscription.
$12/M
Pre-Contract Start Date
The compliance approved CRM built for the financial services industry. Plus, all your clients policy information is automatically uploaded for your convenience.
Free Trial (6M) ⮕ $25/M
Pre-Contract Start Date
The online appointment scheduler that establishes the ease of doing business for your clients. This works hand-in-hand with your AFG provided, eBusiness Card. The Marketing Team will help set you up with this tool from day one.
FREE
Pre-Contract Start Date
Essential Guardian Subscriptions and Tools
As an Alliance Financial Group professional, you get the added benefit of having a 160-year-old parent company, Guardian, by your side. They provide a suite of tools to build a successful practice in the financial services industry that is a must to launch your career. *Each subscription will vary in pricing and the time we recommend to start your subscription registration date.
Guardian’s proprietary system, The Living Balance Sheet® (LBS) is an interactive web-based tool designed to help translate a client’s financial data into compelling financial strategies.
Free Trial (6M) ⮕ $100/M
Pre-Contract Start Date
A powerful newsletter designed to increase newsletter contacts by automatically including anyone you email to your mailer list. It will gather 5 different articles every month and send away on your behalf.
$60/M
Optional - Anytime
Provide clients with a digital questionnaire from the ease of their phone for Life and DI quotes. Your own dashboard will update and email prospects/clients regularly. Broker Manager, Katherine Bongiorno will help set you up with this tool from day one.
FREE
Pre-Contract Start Date
A newsletter and social media scheduler dual-in-one platform built to help get you become top of mind from day one. The Marketing Team will help set you up with this tool when your access is granted/qualified.
FREE
Pre-Contract Start Date