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June 19, 2015 Newswires
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Wealth Management Professional Shares How to Approach Financial Planning with a Greater Purpose

PR Newswire

ATLANTA, June 19, 2015 /PRNewswire-iReach/ -- Financial planning is complex and varies significantly based on each person's goals, wealth, health, and family. For many, making a difference with charitable giving is important, but some are unsure if such a thing is truly possible within their means. Patrick Renn is an authority on how to incorporate charitable giving into a legacy plan for those who want to make a difference in the future of institutions, charities, or causes they hold dear. Pulling from his personal experience and over 35 years of guidance, Renn has written his first book Finding Your Money's Greater Purpose: How to Make Your Legacy Count, to help individuals and institutions to make the most of their donations.

Photo - http://photos.prnewswire.com/prnh/20150616/223487

Renn's goal is to support those who want to know more about what their wealth can do for others by providing a starting point and an understanding that, with the right approach, they can give back while still leaving an inheritance. Finding Your Money's Greater Purpose provides the tools, techniques, and solutions for how to manage wealth overall and make a charitable mark in the community long into the future. Renn also works with charities and institutions to improve their donor programs by educating their donor base on the possibilities and positive impact of planned charitable giving.

In Renn's words "Many people desire to pass on values and knowledge garnered over a lifetime. They become mentors and role models. They strive to live their lives as an inspiration to others to look closely at how they are living their own. When I introduce this concept to potential donors during presentations, I hold up a water glass. I tell them that if someone wanted to track me down, he could take my fingerprints off that glass. 'During your lifetime, what can you leave your mark on so that it will be there when you are gone?' We call that your 'life print.'"

Finding Your Money's Greater Purpose: How to Make Your Legacy Count is available now at Amazon.com and other online retailers.

Patrick Renn is the president and founder of Renn Wealth Management Group, Inc.* He is a Certified Financial Planner and has over 35 years of financial counseling experience. Patrick is the former president of both the Georgia Society of the Institute of Certified Financial Planners and the Georgia chapter of the International Association for Financial Planning. He is also a member of the Society of Financial Services Professionals, the Atlanta Estate Planning Council, and the Georgia Planned Giving Council. Pat lives in the Atlanta area and is married with two sons. In his leisure time, he enjoys traveling, golfing, fly-fishing, and wing shooting. For more information visit www.moneysgreaterpurpose.com

*Renn Wealth Management located at 3205 Paces Ferry Place NW Atlanta GA 30305-1308. The Renn Wealth Management Group is an Independent Firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Media Contact: Patrick Renn, The Renn Wealth Management Group, 404.467.9882, [email protected]

News distributed by PR Newswire iReach: https://ireach.prnewswire.com

SOURCE Renn Wealth Management Group

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14 hours ago Newswires
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Guardian Completes Integration With FINEOS to Expand Digital Capabilities and Deliver a Simplified Leave Experience

Business Wire

New absence capabilities strengthen the company's ability to deliver a modern and connected leave experience for employees and the HR teams who support them, designed to inspire well-being®

NEW YORK--(BUSINESS WIRE)--
As part of its efforts to offer and drive utilization of high-impact, family-friendly benefits for employers of all sizes, The Guardian Life Insurance Company of America® (Guardian) announced the completed integration of FINEOS AdminSuite for Employee Benefits into Guardian Absence Solutions™.

Whether a boutique business or booming enterprise, Guardian’s absence management solutions provide an integrated experience that supports all aspects of leave planning, from preparation to return to work, for employees and HR teams. A focus of the enhanced platform is on supporting employees’ financial wellness, helping to ensure they receive the benefits they need.

Learn more about Guardian Absence Solutions here.

According to data from Guardian, employees who have a positive leave experience are 75% more likely to stay at their job for five or more years and are twice as likely to say their employer cares about their well-being.

“Alongside an empathetic approach and comprehensive support, an integrated experience that provides clarity and transparency can be the difference for employees navigating a leave,” said Jonathan Mayhew, Head of Group Benefits at Guardian. “From helping to ensure timely access to benefits to connecting employees with a single claims case manager who can be by their side to answer questions, streamline the experience, and coordinate benefits, we’re making core investments to further our ability to deliver benefits that drive employee satisfaction and address well-being needs, while also easing administrative burdens on employers.”

Partnership fuels continuous innovation and collaboration

Powered by FINEOS’ cloud-based platform on the back end, employers can administer Guardian’s full suite of absence and disability offerings through a single, integrated system.

Capabilities include:

  • Enabling increased visibility through an end-to-end core solution of the workplace benefits lifecycle, aligning plan administration and absence management under one platform suite.

  • Offering flexible benefit options, which support the development of tailored plan structures, automated selection capabilities, and configurable durations to support diverse client needs.

  • Continuous monitoring of regulatory compliance, including providing automated, timely updates that align with evolving absence regulations.

“The successful implementation of FINEOS AdminSuite on time and within budget gives Guardian a modern, purpose-built employee benefits core platform to enable a competitive edge over carriers who continue to rely on multiple outdated legacy core systems,” said Michael Kelly, CEO of FINEOS. “With unified billing, plan administration, claims, and absence within a modern core cloud native platform, Guardian can accelerate innovation, improve operational efficiency, and deliver a more connected superior experience to employers and employees.”

Over time, as employees’ absence needs continue to change, the partnership will enable Guardian to continuously evolve its offerings, services, and capabilities.

Modernizing benefits to support employees’ well-being needs

Enabled by the flexibility of the FINEOS platform and Guardian’s ongoing commitment to innovation, Guardian can more rapidly launch and scale absence-related offerings, helping to ensure employees have seamless access to and, in turn, are more likely to use their elected benefits.

To support employees’ absence needs, whether before, during, or after planned or unplanned leave, Guardian offers a suite of impactful, family-friendly benefits and is one of the only carriers with integrated solutions that provide consultative and compassionate support in the moments that matter. This includes:

  • Enabling access to paid family leave as a standard employee benefit regardless of location through its paid leave benefit rider, the industry’s most widely available paid family leave offering.

  • Being the first insurer to include caregiving support services in employer-provided disability insurance through Wellthy.

  • Becoming the first insurer to include cancer support services in long-term disability insurance and offer at scale with Osara Health.

  • Offering carrier-funded Uber vouchers to members with an approved long-term disability claim, supporting recovery and eliminating barriers to care.

  • Providing access to a curated suite of instructor-led Peloton classes and wellness articles. Members with an approved long-term disability claim also receive a complimentary six-month Peloton App One membership.

  • Launching the Maternity Life Event Hub, a centralized, online space that helps expectant mothers understand the benefits they have access to.

To empower brokers with the tools and knowledge they need to be consultative partners to their clients and help advise them on absence-related matters, Guardian has launched its Broker Absence Management Academy, a training program for brokers that complements Guardian’s existing Absence Management blog and Absence Academy webinar series.

Additionally, Guardian recently released The Employee Leave Experience report, which surveyed over 1,200 benefits professionals regarding the impact of a positive leave experience on employee well-being.

The collaboration between Guardian and FINEOS reflects a shared commitment to modernizing the employee benefits ecosystem through cloud-native innovation. By combining Guardian’s market leadership in absence solutions with FINEOS’ purpose-built core technology, the partnership establishes a scalable foundation for continued digital transformation in the group benefits market.

To learn more about Guardian Absence Solutions, visit https://www.guardianlife.com/absence-management.

About Guardian

Guardian makes a difference in the lives of people when they need us most. With over 165 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence. Today, we stand behind millions of consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss. As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues, are building an inclusive and innovative culture, and are helping to uplift communities through thoughtful corporate impact programs. Guardian, which is based in New York City, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial professionals serve with care and experience, and our commitments rest on a strong financial foundation, which included a 2026 dividend allocation of $1.7 billion – the largest in the company's history. For more information, visit guardianlife.com or follow us on Facebook, LinkedIn, and YouTube.

About FINEOS Corporation

FINEOS www.FINEOS.com is the leading provider of core systems for employee benefits in the global life, accident, and health insurance industry, with 7 of the 10 largest employee benefits insurers in the U.S., 2 of the top 6 carriers in Canada, as well as a 70% market share of group insurance in Australia. The FINEOS Platform products include FINEOS AdminSuite, the leading industry, quote-to-claim, purpose-built, customer-centric product suite that enables group, voluntary and individual life, accident and health carriers to retire their outdated legacy systems. FINEOS Absence is the world’s leading core system designed and built to support regulatory compliance for leave and absence for the US employment market. With employees and offices throughout the world, FINEOS continues to work with innovative, progressive insurers in North America, EMEA, and Asia Pacific.

Disclaimer

Dividends are not guaranteed. They are declared annually by Guardian's Board of Directors. The total dividend calculation includes mortality experience and expense management as well as investment results.

Financial information concerning Guardian as of December 31, 2024, on a statutory basis: Admitted assets = $86.8 billion; liabilities = $77.5 billion (including $60.7 billion of reserves); and surplus = $9.3 billion.

©2026 The Guardian Life Insurance Company of America.

8831649.1 (03/2028)

View source version on businesswire.com: https://www.businesswire.com/news/home/20260401915978/en/

Media Contact

[email protected]

[email protected]

Source: FINEOS Corporation

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