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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.
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