Guardian Launches “My Annuity Manager” Site to Improve Client Experience

Website provides new flexible architecture, enhanced functions to annuity clients

NEW YORK, November 19, 2012— The Guardian Insurance & Annuity Company, Inc. (GIAC), a wholly-owned subsidiary of The Guardian Life Insurance Company of America (, today announced the launch of the “My Annuity Manager” website, its upgraded and redesigned annuity customer site.

The website,, was redesigned and rebuilt based on substantial customer feedback and provides enhanced navigation, improved usability, a contemporary look and feel, and a more user-friendly customer experience.

“We asked our annuity customers what they needed most from a client website and then built ‘My Annuity Manager’ to meet those needs,” said Kim Flemm, Vice President and Head of Operations, for Retirement Solutions at Guardian. “Most importantly, we constructed a more flexible architecture to enable faster delivery of key features like smoother access to contract information, personal information and transaction history.”

The new site replaces the “My Account Manager” site and provides several critical improvements to its inquiry functions, including easier access to:

  •  Annuity contract information (Account Value, Fund Details, etc.)
  •  Personal Info (Owner, Annuitant, Beneficiary and Agent)
  •  Transaction History
  •  Systematic Withdrawal Details
  •  Annuity Payment Details
  •  Improved ability to update Web Profile and eDelivery election

The site’s three key sections – Contract Overview, Manage Portfolio and Investment Resources – allow clients to quickly and easily view account information, transfer existing balances, allocate future premiums, change annuity payment allocations, reallocate balances and initiate model-to-model transfers. “My Annuity Manager” also gives clients easy access to critical resources like prospectuses and contract owner reports.

we constructed a more flexible architecture to enable faster delivery of key features like smoother access to contract information, personal information and transaction history

“We knew it was important to update the look and feel of the website, but we also knew that people need easy access to logically organized information about their accounts,” said Flemm. “For example, clients can now log on and view customized charts and graphs that give them clear visual representations of their account data.”

In addition to enhancing and streamlining the inquiry and transactions functions, Guardian also improved the site by providing quick access to important printable forms, statements and tax documents.

“At Guardian we know that annuities are meant to provide a stream of income to retirees for a lifetime and this site gives customers the long-term ability to quickly and easily manage their accounts,” said Doug Dubitsky, Vice President of Product Management & Development for Retirement Solutions. “‘My Annuity Manager’ gives us another tool to help ensure that our customers’ journey with us is smooth and productive.”

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, long term care insurance, disability income, dental insurance products, and offer 401(k), 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: