Guardian to offer leading business valuation service from BizEquity to thousands of advisers – InsuranceNewsNet

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Guardian to offer leading business valuation service from BizEquity to thousands of advisers

Guardian to offer leading business valuation service from BizEquity to thousands of advisers

Alliance will play a pivotal role in equipping Guardian’s financial representatives with a greater understanding of the needs of small businesses

Philadelphia, PA, and New York, NY, U.S.A; 11TH January 2017 BizEquity, the world’s leading and largest provider of cloud-based business valuation and performance Big Data, today announces it has signed a strategic agreement with the Fortune 250 global financial services firm, The Guardian Life Insurance Company of America® (Guardian).

The integration of BizEquity’s award-winning platform to the service offering of this leading mutual insurance and wealth management company will provide advisers with a more in-depth understanding of their clients’ needs.

Advisers will see their service offering significantly enhanced with an accurate and up to date valuation tool for their business.

For over 150 years Guardian has enabled business owners to facilitate growth and expansion, offering a wide range of insurance products and services, including life insurance, annuities, investments and disability income insurance.

Sharing insights from BizEquity underlines Guardian’s commitment of being a trusted mutual partner, delivering financial security to clients how, when, and where they prefer.

Christopher Dyrhaug SVP of Guardian commented:

"In our recent pilot program, BizEquity helped our advisors to provide a greater level of value to small business owners and further enhance their relationships.  We look forward to making this service available more broadly to our advisors to help them better identify and prospect new clients, while broadening their capabilities with existing clients."

Michael M. Carter, CEO of BizEquity, commented:

“We are proud to work with Guardian, one of the largest mutual life insurance companies in America.  We look forward to helping their advisors deliver financial security to small business owners at a time when nearly half of business owners fall short of adequate insurance needs, is at the heart of our mission at BizEquity. Since our inception in 2011 we have enabled countless firms to better serve the needs of small businesses by delivering critical and previously inaccessible information to their owners and the professionals who advise them.”

More information on the new service offered at special partner pricing is available at:

www.bizequity.com/guardianlife

BizEquity

Founded in 2011, BizEquity is the world’s leading provider of business valuation knowledge and big data. Having valued over 33 million private businesses to date, BizEquity’s vision is to value every private business in the world, and in the process democratize business valuation and performance knowledge for all businesses and financial institutions.

Headquartered in Bryn Mawr, Pennsylvania, BizEquity has offices in key global markets including Singapore, Delhi and Canary Wharf in London.  It has over 370 financial institutions distributing its patented service offering and was recently named one of the top 360 private companies by Entrepreneur Media. BizEquity also won Bank Director’s FinTech growth and innovation award, and its CEO Michael Carter has been named one of the top 100 leaders in Global Fintech, in addition to a top FinTech Influencer in the United States by Let’s Talk Payments.

www.bizequity.com
For further information please contact:
Morgan Rossiter
Richard Morgan Evans, Kathleen Edmondson, Harriet Adams & Sarah Cooper-Lesaad
T: 44 203 195 3240

 

 

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