Work Toward Proving Your ROI as an Exit Planning Advisor

This podcast is for informational purposes only. Business Enterprise Institute (BEI) is not affiliated with or endorsed by PAS, Guardian, or Planning Alliance and opinions stated are their own. D. Jeremy Pugliese is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. International Planning Alliance, LLC is not an affiliate or subsidiary of PAS or Guardian. California License #0L01672 This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.