the living balance sheet®
TRANSCRIPT
![Page 1: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/1.jpg)
Imagine, Design, Live
The Living Balance Sheet is a registered mark of The Guardian Life Insurance Company of America, New York, NY.
![Page 2: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/2.jpg)
The Challenges
• Increasing Cost of Living
• Multiple Financial Institutions and Advisors
• Conflicting Opinions and Marketing Hype
• Changing Personal and Financial Objectives
Imagine, Design, Live
![Page 3: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/3.jpg)
As a result, many people find themselves…
• Financially Disorganized
• Confused about the REAL cost of living
• Feeling anxious about their future• Wishing there was a better, easier way…
• Adopting inappropriate financial strategies
Imagine, Design, Live
![Page 4: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/4.jpg)
Imagine…
a financial journey offering…
• Clarity of purpose
• Optimism and hope
Build wealth Balance legacy/lifestyle choices
• A process to help you…
Track finances and net worth
Imagine, Design, Live
![Page 5: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/5.jpg)
Imagine…
a way to simplify your life
Introducing:
Imagine, Design, Live
![Page 6: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/6.jpg)
The Living Balance Sheet
Here’s how it works…
• Provides your financial picture at-a-glance through a personal website
• Helps you achieve optimal financial balance
• Automatically updates your financial data
• Stores copies of your important documents in an encrypted Vault
• Even monitors your awards programs
Imagine, Design, Live
![Page 7: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/7.jpg)
Design…a wide-angle view
that works together
Imagine, Design, Live
![Page 8: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/8.jpg)
Design…your financial visionand move towards optimization
Imagine, Design, Live
![Page 9: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/9.jpg)
Design…strategic solutions working withyour financial representative
Imagine, Design, Live
![Page 10: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/10.jpg)
Design…and test your
wealth building potential
Imagine, Design, Live
![Page 11: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/11.jpg)
Live…with greater senseof comfort
Imagine, Design, Live
![Page 12: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/12.jpg)
Live…a budgeted lifestyle
Imagine, Design, Live
![Page 13: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/13.jpg)
Live…by leaving your own written personal legacy
Imagine, Design, Live
![Page 14: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/14.jpg)
Live…with interactiveflexibility and mobility
Imagine, Design, Live
![Page 15: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/15.jpg)
Getting started is easy
• Provide data to your financial representative
• Set up personal website• Review possible strategies
Imagine, Design, Live
![Page 16: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/16.jpg)
With LBS, planning goals are comprehensive and far-reaching
• Increased Protection
• Improved Level of Savings
• Improved Cash Flow Management
• Increased Asset Performance
• Increased Debt & Tax Efficiency
• Financial Balance and Success
Imagine, Design, Live
![Page 17: The Living Balance Sheet®](https://reader033.vdocuments.net/reader033/viewer/2022042815/5583f77ad8b42aa82c8b4827/html5/thumbnails/17.jpg)
Imagine, Design, Live
The Living Balance Sheet is a registered mark of The Guardian Life Insurance Company of America, New York, NY.