Martin Lowenthal of The Bulfinch Group Earns Chartered Life Underwriter Designation

The Bulfinch Group is pleased to announce that Martin Lowenthal, MSIM, CLTC, Financial Representative, has earned the Chartered Life Underwriter (CLU®) professional designation from The American College, Bryn Mawr, PA. Headquartered in Needham, MA with offices throughout New England, The Bulfinch Group is a financial services and wealth management firm helping individuals, families and businesses build and preserve wealth.

For 88 years, the CLU® has been the respected risk management credential for financial advisors. Designees have completed eight or more college-level courses representing an average study time of 400 hours. Topics for required courses include insurance and financial planning, life insurance law, estate planning, and planning for business owners and professionals. Elective courses include such advanced topics as income taxes, group benefits, retirement planning, and health insurance. CLU® designees must meet experience and continuing education requirements and must adhere to a high ethical standard. The mark is awarded by The American College, a non-profit educator with the top level of academic accreditation.

The Bulfinch Group
Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA. The Bulfinch Group also operates Bulfinch Benefits, a division devoted to succession planning for smaller, privately held businesses, and employee benefits, including 401(k) plans and group medical, dental and life insurance, for businesses of all sizes. The Bulfinch Group is a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. For more information, call 781-449-4402 or visit www.bulfinchgroup.com.

About Guardian

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America and its subsidiaries are committed to protecting individuals, business owners and their employees with life insurance, disability income insurance, dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States, and protects more than six million employees and their families at 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,000 financial representatives in more than 80 agencies nationwide.

For more information about Guardian, please visit: www.GuardianLife.com.

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. Securities products/services and advisory services are offered through PAS a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Guardian does not offer health insurance products or services. PAS is a member FINRA, SIPC. 2015-2901 exp 2/17