Living Balance Sheet

You can more easily manage your financial life through the Living Balance Sheet, a custom-built guidance system that allows you to organize all your financial holdings, update balances, and see the impact of decisions. It provides a financial overview that can help you stay organized and monitor your protection plans, assets, liabilities, and cash flow - all in one place.

The Living Balance Sheet® is a registered trademark of The Guardian Life Insurance Company of America, New York, NY

The Living Balance Sheet displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client’s financial institutions.

Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.

The material is provided for general purposes only and is not intended to provide legal, tax or investment advice. Consult your attorney or other advisor regarding your specific legal, investment or tax situation