Strategies for Wealth, a New York-based general agency of The Guardian Life Insurance Company of America, was recently honored with the President’s Award as Guardian’s top-performing firm in 2017.
“The President’s Award is the highest honor a Guardian General Agency can achieve,” said Leyla Lesina, Senior Vice President and Head of Agency Distribution for Guardian. “This award recognizes the firm that provides unparalleled service to its clients, and Strategies for Wealth does this through client engagement and community initiatives.”
The firm with the best overall performance in terms of production, recruiting, agent achievement and development, including agent productivity and client building in the prior year earns the award. This is the 18th time the President’s Award has gone to Strategies for Wealth.
Under the leadership of (shown above from left) Co-Partners Lyle Domenitz, Jerry Harnik, Jeff Neeck and Josh Becker, Strategies for Wealth specializes in business and estate planning for executives and helps guide families and individuals with their insurance, investment and legacy planning. The firm’s 150 advisors help maximize wealth and lower risk for its nearly 40,000 clients.
“At Strategies for Wealth, we are focused on hiring, training and developing our associates to be skilled in the protection and accumulation of wealth, investments, executive benefits, employee benefits, business planning and estate planning specialties,” Josh Becker said. “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 we are excited to be recognized as the top firm.”
In addition to helping its clients become more financially secure, Strategies for Wealth supports several nonprofit organizations, including the NYU Cancer Institute Interdisciplinary Melanoma Research Group, and has raised more than $1 Million for the Maria Fareri Children’s Hospital.
Founded in 1934, Strategies for Wealth offers clients a wide range of financial services, including wealth building and protection services. It also provides business and estate planning, risk management analysis, executive compensation programs, employee benefits, corporate retirement solutions and business succession policies. In addition, it provides supplemental retirement benefits and selective incentive plans.
The firm has offices throughout New York, including New York City, Rye Brook and Jericho, and in Providence, Rhode Island. For more information about Strategies for Wealth, visit www.StrategiesforWealth.com.
Guardian is one of the largest mutual life insurers, with $7.4 billion in capital and $1.5 billion in operating income (before taxes and dividends to policyholders) in 2016. 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 and vision insurance and employee benefits. The Company has approximately 9,000 employees and a network of over 2,750 financial representatives in 58 agencies nationwide. For more information about Guardian, visit www.GuardianLife.com.