Don’t let this golden opportunity pass you by. Consider annuities – and refinance your client’s retirement. This client-facing resource explores the current financial landscape for investors, offering an easy-to-follow glimpse at why annuities are an important consideration for financing. https://ow.ly/KuAx50Trkga #FallinLovewithAnnuities #RefinanceRetirement
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
- 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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Make the most out of the season. We have the tools that can help you streamline and optimize your business. Discover unique opportunities for annuity sales. Message your Highland rep for more information. #FallinLovewithAnnuities #BookofBusiness #CRM
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All treats, no tricks – find higher income opportunities. Now’s the season for you to fall in love with annuities, make sure they’re a part of your clients’ plans. Check out this client-facing resource to start the conversation. https://ow.ly/3mcw50Trkmo #FallinLovewithAnnuities #TaxDeferral
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A new season means new opportunities – now’s your chance to fall in love with annuities all over again. Annuities can provide a wealth of benefits to help your clients with their retirement or estate planning. Let us know when you want to get started. #FallinLovewithAnnuities #RetirementPlanning #EstatePlanning
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The clock is ticking on the sunsetting of the estate-and-gift-tax exemption - a golden opportunity to reconsider estate planning with your clients.Whatever your clients’ goals are, we’ve got you covered. For more information on how the sunsetting might affect your clients, check out all the details here: https://ow.ly/1jLw50T9eN7 #LifeInsuranceAwarenessMonth #LIAM24 #EstateTaxSunset #EstatePlanning #RetirementPlanning
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Highland’s own, Eleanor Johnson - CPA, CLU, CGMA , Founding Principal and Managing Director of Signature Private, was recently featured in Aspire magazine with an article she wrote. The focus of Eleanor’s “Are you planning for your clients to live?” piece is longevity planning, and it explores the various obstacles of longevity planning financial advisors should consider for their clients. Read the entire article for more insight: https://ow.ly/QBXA50TrjYi #SignaturePrivate #AspireMagazine #LongevityPlanning
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The recent event hosted by NAILBA and Finseca provided an incredible opportunity for financial professionals to explore the latest sales strategies and engage with industry leaders. Each day featured 90 minutes of insightful sessions, offering participants a chance to hear from Distribution Leadership and gain valuable takeaways from speakers at the NAILBA Summer Virtual Symposium. A highlight of the event was an interview by Highland’s own, Eleanor Johnson - CPA, CLU, CGMA, Founding Principal, Managing Director Signature Private, on high-net-worth production for advisors. She addressed critical topics, including the changing landscape for independent advisors, the importance of holistic planning, and effective message mapping to meet clients where they are. Attendees also got to learn more about Eleanor’s role at Forum 400 and how qualified advisors can get involved. For those who were not able to attend, you can watch Eleanor’s entire interview here: https://ow.ly/oyoP50TqWhO #HolisticPlanning #Forum400 #NAILBA #SignaturePrivate
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September is Life Insurance Awareness Month, be sure to schedule some time to check in with your clients to see if all their needs are being met. Check out this Basic Needs Analysis Calculator to jumpstart the conversation and see precisely what their current needs reveal:https://ow.ly/WZ3a50T9ehv. It’s a great way to reconnect with their ultimate goal. #LifeInsuranceAwarenessMonth #LIAM24 #NeedsAnalysis #EstateTaxSunset #FinancialPlanning
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Two of Highland's finest, Head of Business Development (RIA and IBD) Amy Kniseley and Advisor Consultant Luke Bava, will be roundtable attendees at this week’s 2024 Emerson Equity LLC, Member FINRA/SIPC Alternatives Conference. Beginning Sept. 16-18 in San Diego, Emerson Equity will be hosting this event that includes informational presentations and insightful roundtables for top industry professionals. Our Highland representatives will be attendees at a roundtable that features the benefits of longevity planning, and everyone who stops by will receive a digital copy of our Long-Term Care playbook. We hope to see you there. #EmersonEquityEvent #IndustryRoundtable #LongevityPlanning
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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