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Professional Affiliations

The officers and staff of Boord & Associates are active in a wide variety of professional associations.  These organizations provide continuing education and a forum for the exchange of planning techniques.  The following list does not constitute an endorsement by these associations.

The Society of Financial Service Professionals

For more than 75 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's more than 22,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium.

American Society of Pension Professionals and Actuaries

ASPPA represents small company retirement plans.  Members of ASPPA administer pension and profit sharing plans for closely held business owners and their employees.  Active in continuing education, legislation, regulation, and other areas of involvement supporting a National Retirement Policy and improvement of the private pension system, ASPPA is the voice of the small qualified retirement plan.

Advanced Association of Life Underwriting

AALU is limited to 1600 members nationally.  Recognized as a strong voice supporting life insurance professionals and policyholders, the annual AALU conference is one of the best educational experiences annually for professionals in our industry.  AALU membership is by invitation and is offered to a selected few.

National Association of Life Underwriters, Ohio Association of Life Underwriters, and Columbus Life Underwriters

These national, state and local affiliated associations are the professional insurance agents' voice and core associations.  Continuing education, licensing, lobbying, and professional conduct are the purposes of these associations and our membership in them.

Million Dollar Round Table

Larry has achieved life and qualifying status in MDRT.   Recognized as the leading national insurance sales organization, MDRT's membership represents the highest performing 3% to 5% internationally.  Court of the Table status is limited to the top 10% of the MDRT qualifying membership and the top 1% of the international industry.  Membership reflects past success and the ability to continue the practice and to continue serving clients.

Columbus Bar Association

Membership and participation in bar seminars, conferences, committees and sections affords Larry and Tom the opportunity to interact, learn and exchange ideas with local leading attorneys in the business, estate, and tax planning areas.   This familiarity and exposure enables Larry and Tom to share a stronger and more cooperative relationship with your attorney.


 


Larry F. Boord and Thomas D. Wyatt are Registered Representatives and Financial Advisors of Park Avenue Securities, LLC (PAS) 120 East 4th Street, Suite 1500, Cincinnati, OH  45202.  (513) 579-1114.  PAS is an indirect wholly-owned subsidiary of Guardian.  Boord & Associates is not an affiliate or subsidiary of PAS or Guardian.  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.  

 

PAS is a member SIPC/FINRA

 

The information on this site is intended for residents of Ohio, New York, Kentucky, Pennsylvania, Montana, Mississippi, Indiana, Illinois, Michigan, Connecticut, Washington DC, Maryland, Maine and Arizona.  The financial representatives of Boord & Associates are not licensed to sell insurance in all 50 states.  To find out if an agent is licensed in your state, please contact Helga Klein at 614-785-6600

 

The Registered Representatives are securities licensed in Ohio, Michigan, New York, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Louisiana, North Carolina, Nevada, Montana, Mississippi and Pennsylvania and the material is strictly intended for individuals residing in those states.  No offers may be made or accepted from any resident outside these specified states.

 

Financial Representative, The Guardian Life Insurance Company of American (Guardian), New York, N.Y.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product or service.  The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside.  Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is appropriately registered.

 

The Living Balance Sheet® and logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.  The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. 

© Copyright 2005-2010, the Guardian Life Insurance Company of America

 

This internet site may provide links to other sites for your convenience in locating related information and services.  This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these or other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide.  This Agency, Guardian and PAS cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this Internet site or incorporated herein, and take no responsibility therefore.  This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.

 

100 Old Wilson Bridge Road Suite 214 | Worthington, OH 43085 | (614) 785-6600