GUARDIAN LIFE NEWS
Press Release

Guardian Names Top Agency for 2014

New Jersey based International Planning Alliance, LLC Earns Top Honors

NEW YORK, N.Y., May 26, 2015 -- The Guardian Life Insurance Company of America® (Guardian), one of the nation’s largest mutual life insurers, today announced that International Planning Alliance, LLC, with headquarters in Bloomfield and Shrewsbury, New Jersey, was its top-performing agency for 2014.  The President's Cup is awarded to the agency with the best overall performance in terms of production, recruiting, agent development, training and persistency in the prior year.  

International Planning Alliance, LLC is a leading financial services firm that specializes in business and estate planning for executives and helps guide families and individuals with their insurance, investment, and legacy planning. The agency helps maximize wealth and lower risk for their nearly twenty thousand clients primarily based in New Jersey, New York, and Connecticut. The firm handles over $300 million of assets administered*.

International Planning Alliance, LLC was co-founded in 1999 by Gerald J. Clericuzio, CLU, ChFC and David Alter, CLU. Today there are 65 Financial Representatives associated with the agency. During that time the agency focused on hiring, training and developing its associates to be skilled in the protection and accumulation of wealth, investments, executive benefits, employee benefits, business planning, and estate planning specialties.

“We are proud to announce International Planning Alliance, Inc. as the 2014 President’s Cup awardee and our leading agency for 2014,” said Michael Ferik, Executive Vice President of Individual Life and Wealth Management at Guardian. “This award recognizes the agency that provides quality services to their clients and International Planning Alliance does this through client engagement and community initiatives.”

 “We are committed to doing the right thing for our clients, knowing that people matter, while upholding the highest ethical standards. We believe that when our clients succeed, we succeed,” stated Clericuzio and Alter. “We are honored to achieve this recognition from Guardian. We focus on preparing our sales force to meet the needs of our diverse client base and it shows in this recognition as the top agency.” 

About Guardian

The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers with $7.3 billion in capital and $1.5 billion in operating income (before taxes and dividends to policyholders) in 2015.  Founded in 1860, the company has paid dividends to policyholders every year since 1868.  Its offerings range from life insurance, disability income insurance, annuities, and investments to dental, vision, and 401(k) plans. The company has approximately 8,000 employees and a network of over 3,000 financial representatives in more than 70 agencies nationwide. For more information, visit Guardian’s Facebook page: https://www.facebook.com/GuardianLife/, and Twitter: @GuardianLife.

Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2015 on a statutory basis: Admitted Assets = $48.1 Billion; Liabilities = $42.0 Billion (including $37.0 Billion of Reserves); and Surplus = $6.1 Billion..  Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors. 

Financial information concerning The Guardian Life Insurance company of America as of December 31, 2014 on a statutory basis: Admitted Assets = $45.3 Billion; Liabilities = $39.6 Billion (including $34.9 Billion of Reserves); and Surplus =$5.7 Billion.  Dividends are not guaranteed. They are declared annually by Guardians’ Board of Directors.

*Represents in force current market values for all securities accounts as of 12/31/14.

Securities offered through Park Avenue Securities LLC, (PAS) member of FINRA and SIPC. PAS is an indirect, wholly-owned subsidiary of Guardian.

File #2015-5961