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Guardian, LPL Form Strategic Partnership For Retirement Plus Program

Selection follows major transformation within Guardian

LPL Financial (LPL) has selected The Guardian Life Insurance of America as a strategic partner for its new retirement plus program, which provides retirement products and support for retirement plan-focused independent financial advisors.

The selection follows a major transformation within Guardian’s retirement solutions business, which included new additions to the senior management team, an enhanced product portfolio, and the expansion of the national sales force headed by vice president, Dale Magner.

Guardian retirement solutions as an LPL Financial retirement plus partner, stated to provide retirement products while working closely with LPL Financial advisors to provide an enhanced level of training and marketing support.

Scott Dolfi, executive vice president of retirement solutions at Guardian, said: Our selection as one of the first strategic partners for the retirement plus consulting group at LPL Financial is testament to the major enhancements – to our product line, sales team and leadership – that have occurred within our retirement solutions business over the past 12 months.

Bruce Harrington, senior vice president of retirement solutions at LPL Financial, said: We are delighted to have Guardian as a partner to develop our retirement plus program and provide our advisors with the best products and support that the market has to offer.

Dale Magner, vice president, retirement product sales at Guardian, said: Guardian is excited to support LPL Financial’s vast independent advisor channel with our streamlined retirement solutions.