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About

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.

Keywords

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

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Business Info

370
1997
$3.0M

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