Core Competencies

Committed to helping successful financial advisors and insurance professionals to grow their business with high-net-worth clients, Highland Capital Brokerage creates trusted relationships by delivering customized insurance solutions, personalized local service and support, and superior value. The company provides objective access to major insurance carriers, advanced planning support, expertise in risk underwriting, and back office processing to insurance brokers, financial planners, and various institutions such as banks, wirehouses, and CPA firms.

Highland Capital Brokerage offices specialize in the most sophisticated insurance concepts and designs and possess extensive knowledge in the following markets:

Insurance Planning
Wealth Transfer
Estate Planning
Life Settlements
Premium Financing
COLI/BOLI Market
Business Succession
Executive Compensation
Retirement Planning
Impaired Risk

For more information on our business markets and core competencies, please contact the local HCB office.

Albany, NY • Atlanta, GA • Boston, MA • Charlotte, NC • Chesapeake, MD • Chicago, IL • Dallas, TX • Delaware • Denver, CO • Hartford, CT • Honolulu, HI • Houston, TX • Indianapolis, IN • Kansas City, MO • Knoxville, TN • Long Island, NY • Los Angeles, CA • Milwaukee, WI • New Jersey • New York City, NY • Philadelphia, PA • Phoenix, AZ • San Diego, CA • San Francisco, CA • Seattle, WA • Southeast Florida • Tampa, FL

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