Financial Alliances

Program Overview

Through our Financial Alliances Program, we can establish business relationships with local financial institutions, CPA firms, P&C firms, and Law firms to bring their clients a full scope of financial products and services.

Through this alliance, the alliance firm will work with our agency to deliver insurance products to the firm’s clients. We have access to a top-notch support team and resources and are available for case-by-case consultation with a firm’s clients.

Benefits to the Alliance Firm

The Financial Alliance program can help benefit a firm’s practice in the following ways:

  • Offer current clients an expanded array of financial products and services
  • Potential to gain more clients based on expanded offerings
  • Grow bottom line of business through insurance sales
  • Increase customer satisfaction
  • Retain current clients

Benefits to the Alliance Firm Clients

Clients will have access to a personal Financial Alliance representative to help them develop a comprehensive plan for their financial goals, designed to help:

  • Protect and plan for family insurance needs
  • Plan for the preservation of your estate
  • Realize the greatest value from your business
  • Attract and retain key employees
  • Plan for a comfortable retirement

Contact Andy Meehan at (205) 533-9452 or by email for more information

Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Southeastern Financial Group, LLC are not affiliates or subsidiaries of PAS or Guardian.

PAS is a member of FINRA, SIPC. The Financial Representatives of Southeastern Financial Group, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Debe Draudt at 205-313-6724. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.

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