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Strategies for Wealth Awarded Guardian Life's President's Cup

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Strategies for Wealth, with offices in Manhattan, Rye Brook, and Woodbury, N.Y., has won Guardian Life Insurance Co. of America’s 2010 President’s Cup top sales award for the 15th time, a record for the prestigious award presented each year since 1928.

The firm is under the leadership of co-general agents Ron Rosbruch, CLU, ChFC (center), Jerry Harnik, CLU (left), and Josh Becker, LUTCF.

“The President’s Cup is the highest honor that a Guardian General Agency can achieve, recognizing excellence in sales, recruiting, and financial representative development,” said Meg Skinner, Executive Vice President of Individual Products Distribution for Guardian. “Year after year Strategies for Wealth has excelled in all these areas.”

Founded in 1934, the firm’s leadership within Guardian and the financial industry is attributable to many factors including providing products and services that are right for the times through a team of dedicated, knowledgeable, financial professionals.

Commenting on the unprecedented achievement Strategies for Growth co-general agent Ron Rosbruch said: “We are fortunate to have built a great team at Strategies for Wealth. As an organization, we are always innovating and are committed to learning, growing, and adapting. We also capitalize on the unique window of opportunity that the marketplace presented us over the past few years and stepped up our recruiting and selection efforts. The results have been amazing, and we have been able to add more talented professionals to our organization – which in turn enables us to offer the kind of financial products and services that have made our firm a leader within Guardian and the insurance industry.”

Among its many achievements, Strategies for Wealth life insurance premium volume increased 67% during the fourth quarter of 2009, up more than 5% from 2008.

The agency’s other achievements included:

  • Recruiting 28 new field representatives for a net increase of 20
  • Generating $24 million of life insurance premium (a 5% increase over 2008), $1.4 million of disability insurance premium, $7.9 million in equity sales, and $3.3 million in group insurance production

With more than 150 financial professionals, Strategies for Wealth offers a wide range of financial services including wealth creation 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.