Highland Capital Brokerage

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

“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

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

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

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

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

Now that your clients are on their path in retirement planning – don't overlook longevity planning as they continue on their adventure. Consider long-term care (LTC) insurance as part of their plan, because a well-defined LTC insurance plan can benefit them greatly. You never know what the road ahead has in store for your clients. If you’d like to learn more about LTC planning, reach out to your Highland rep for more information. #RetirementReadiness #RetirementPlanning #GreatestAdventure #LongevityPlanning

Throughout our Retirement Readiness journey so far, we’ve highlighted a variety of signposts and roadside attractions to look out for on your clients’ journey. But there’s also a long list of directions they can use to get to their ultimate destination. These tools can be essential to their retirement plan, and they include life insurance, annuities, longevity planning, and disability insurance. Luckily, Highland is here to help with all of them. Contact your Highland rep for more information. #RetirementReadiness #RetirementPlanning #GreatestAdventure #LifeInsurance #Annuities #LongevityPlanning #DisabilityInsurance

Are your clients missing out on a crucial part of their overall risk-management portfolio? When planning for retirement, don't overlook disability insurance (DI). It's a crucial component that ensures comprehensive protection. Today in our Retirement Readiness series, we wanted to share some of the most important items they’ll need, including DI. Contact your Highland rep for more information. #RetirementReadiness #RetirementPlanning #GreatestAdventure #DisabilityInsurance

Continuing our tour across America, Highland's most recent Premier Producer Study Group meeting was hosted by Nationwide last week in Columbus, OH. All the sessions were held at Nationwide’s Plaza One building, which allowed many of their talented team members to be present. Highland’s own Divisional VP – Signature Life, David Bernaus, CLU, ChFC, also joined as a myriad of insightful discussions and presentations were held. We want to thank Nationwide for hosting this productive event. To learn more about future Premier Producer events that may be scheduled in your area – contact your Highland representative. #PremierProducer #StudyGroup #Nationwide #LifeInsurance