August's Ambassador of the Month is Beverly Wilson. Beverly is the Carlsbad representative of Sterling Wealth Strategies, an agency of Guardian Life Insurance Company. She works with businesses in three key areas — turning business success into personal wealth, protecting your investment in your business, and attracting and retaining quality employees.
Services provided include life, disability, and long-term care insurance. Also included are qualified and non-qualified retirement plans, business continuation planning services, and the Living Balance Sheet, which is a holistic view of business and personal cash flow, assets, liabilities, and net worth.
Guardian's professional team creates an organized and streamlined view of clients' finances for both their business and personal lives. The Guardian team helps business owners reduce taxes, protect what they have already accomplished, and prepare for future opportunities or challenges.
Guardian Life Insurance Company is a 150-year-old, Fortune 200, mutual insurance company. They have excellent ratings for financial stability, claims payments, and client service. Securities are provided through Park Avenue Securities, a member of FINRA and an indirect, wholly owned subsidiary of Guardian.
Beverly Wilson is a relatively new member of the Carlsbad Chamber, having relocated here last July. She is excited by the many networking and mentoring activities provided by the Chamber, and is enjoying the many new friendships and business relationships that she has developed through the Chamber. For more information, please contact Beverly Wilson at (619) 684-6294 or
[email protected].
Services provided include life, disability, and long-term care insurance. Also included are qualified and non-qualified retirement plans, business continuation planning services, and the Living Balance Sheet, which is a holistic view of business and personal cash flow, assets, liabilities, and net worth.
Guardian's professional team creates an organized and streamlined view of clients' finances for both their business and personal lives. The Guardian team helps business owners reduce taxes, protect what they have already accomplished, and prepare for future opportunities or challenges.
Guardian Life Insurance Company is a 150-year-old, Fortune 200, mutual insurance company. They have excellent ratings for financial stability, claims payments, and client service. Securities are provided through Park Avenue Securities, a member of FINRA and an indirect, wholly owned subsidiary of Guardian.
Beverly Wilson is a relatively new member of the Carlsbad Chamber, having relocated here last July. She is excited by the many networking and mentoring activities provided by the Chamber, and is enjoying the many new friendships and business relationships that she has developed through the Chamber. For more information, please contact Beverly Wilson at (619) 684-6294 or
[email protected].