The Vault is an ideal place to store photographs, irreplaceable family mementos and videos.
The Vault
The Living Balance Sheet provides a unique place to electronically store copies of all your important personal and legal documents, so you know where they are whenever you need them.
In the Vault, you have a secure spot to store electronic copies of:
- Wills
- Deeds
- Trust Documents
- Marriage Certificates or Divorce Decrees
- Passports
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- Drivers License
- Birth Certificate
- Medical Records
- Insurance Policies
- Any digital file, including audio & video
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Reports
The Living Balance Sheet has a unique set of interactive tools and calculators to help you and your financial representative analyze and assess your financial situation. Reports can be generated against a cross section of areas including Personal Property, Savings, Investments, Retirement, Real Estate and Business.
Awards Tracking
The Awards Manager enables you to track all your Awards programs in one location, giving you a single access point for your information.
The Living Balance Sheet ® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY |
