Please join us in celebrating our amazing friend and colleague, Carol Louros, CPA. After more than 33 years of service, Carol has made the decision to retire from Highland. Carol has served in a variety of roles throughout our company, one year ago, she was added to the executive team as the VP Executive Finance Partner, where she worked to provide meaningful financial information, including forecasting to executive management. We thank you, Carol, for your many years of outstanding work, dedication, and friendship. Know that you will always have a home at Highland. #HappyRetirement #Congratulations #GoldenYears #HighlandFamily
Highland Capital Brokerage
Insurance
Birmingham, AL 5,191 followers
We listen. We educate. We support. We do more. We elevate your business as your trusted, planning partner.
About us
About Highland Capital Brokerage: We are committed to developing client-focused relationships with financial advisors using our core competencies of life insurance, annuities, longevity planning, and disability insurance. We distinguish ourselves by providing point-of-sale support, advanced marketing, and creative estate- and business-planning techniques. Our Mission: Highland is a professional services firm that provides tailored, risk-management solutions to financial advisors. Our Values: We partner with financial professionals to provide their clients with personalized, insurance-planning strategies. And a culture of caring drives our values including: Excellence: We set the standard for service and support. Integrity: We always do what’s right for our advisors, their clients, our carriers, our company, and our team. Relationships: We listen, learn, communicate, appreciate, and inspire an open, caring, and balanced environment. Leadership: We are first to market with products, technology, and services. See website for additional information and disclosures. Third-party comments may not be representative of all customer experiences.
- Website
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http://www.highlandbrokerage.com
External link for Highland Capital Brokerage
- Industry
- Insurance
- Company size
- 201-500 employees
- Headquarters
- Birmingham, AL
- Type
- Public Company
- Founded
- 1997
- Specialties
- Insurance Planning, Wealth Transfer, Estate Planning, Foreign National, Annuities, COLI/BOLI, Business Succession, Executive Comp, Retirement Planning, Special Risk, Premium Financing, Life Settlements, Long Term Care Insurance, Disability Insurance, and Life Settlements
Locations
Employees at Highland Capital Brokerage
Updates
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We can’t believe it’s been 27 years already! Highland has always prided itself on its dedication, innovation, and strategic thinking – all in an effort to help plan for the unexpected and we will continue to do so. The Highland team is so excited to see what the future holds. And just remember, as Fred Astaire once said, “Old age is like everything else. To make a success of it, you’ve got to start young.” #HappyBirthday #LifeInsurance #Annuities #LongevityPlanning #DisabilityInsurance
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“September 11, 2001, revealed heroism in ordinary people who might have gone through their lives never called upon to demonstrate the extent of their courage.” – Geraldine Brooks, Author In remembrance of today, let’s give thoughtful pause to the American lives that were lost on that tragic day. #NeverForget #Honor911 #UnitedWeStand
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There are 478 days left before the sunsetting of the exemption (even fewer when you exclude holidays and weekends). One of the most important aspects to estate planning right now is realizing that the clock’s ticking on the sunsetting of the estate-and-gift-tax exemption. Start the conversations with your clients now using this handy resource: https://ow.ly/7j8a50T9bcC. #LifeInsuranceAwarenessMonth #LIAM24 #EstateTaxSunset #EstatePlanning #EstateTax
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What better time to discuss how critical life insurance coverage and estate planning is with your clients, why it matters to you and your business, and how simple the application process has become. #LifeInsuranceAwarenessMonth #LIAM24 #EstatePlanning #LifeInsurance #EstateTax
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“Your calm mind is the ultimate weapon against your challenges. So, relax.” ― Bryant McGill We hope you enjoy your Labor Day weekend. We hope the long holiday finds you safe and sound. And may it be blessed with family, friends, and leisure. #LaborDay
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Graphic Design USA recently held its 61st annual GDUSA awards, which is the original and premier competition celebrating in-house design and marketing excellence and value. This year, Highland’s Design team won six awards in the In-House Design Team category, which featured more than 5,000 unique submissions. Some of this year’s winners included campaigns for Climb Through Retirement, the Retirement Readiness campaign webpage, and the Retire in STYLE video. Congratulations again to our exceptional Design team: Lauren Sinnott, Lauren Studdard, Brad Vinson #InHouseDesign #CreativeCampaigns #GDUSA #DesignAwards2024
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As we come to the end of our Retirement Readiness journey, we now turn our focus to Life Insurance Awareness Month. Some of the topics we’ll be discussing include life insurance needs analysis, tax-advantaged ways to use life insurance, and the impending sunset of the estate-and-gift-tax exemption. But more than anything, always remember – it’s never too early to start to plan for your client’s next great adventure. #RetirementReadiness #RetirementPlanning #GreatestAdventure #LifeInsurance #LifeInsuranceAwarenessMonth
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Most of your clients understand the unpredictable nature of their investment portfolios, but have you considered strategically allocating some of their portfolio to life insurance? Life insurance may fortify their financial legacy. Today in our ongoing Retirement Readiness series, we wanted to unpack some of the most important items they’ll need for their journey starting with life insurance. Contact your Highland rep for more information. #RetirementReadiness #RetirementPlanning #GreatestAdventure #LifeInsurance
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On Tues., August 27, 2024, we're hosting a Retirement Readiness Panel that you can't afford to miss. Our expert panelists will dive into critical areas including advanced planning, annuities, long-term care, and disability insurance – all in an effort to help you identify what’s missing from your client's retirement plan. This is your chance to gain insight from industry experts and enhance your planning strategies. Secure your spot now and ensure your clients have the comprehensive retirement plan they deserve. Register here: https://ow.ly/rACb50T18AC #RetirementPlanning #FinancialAdvisors #ExpertPanel #RetirementReadiness