Six Key Areas
We partner with financial professionals to provide their clients with personalized, insurance-planning strategies.
Diversified Sales Teams: Serving clients across the wealth spectrum, our skilled teams provide support that meets your specific needs.
Advanced Planning: Mobilizing a team of attorneys and credentialed industry experts who specialize in case consultation, custom presentations, and the ability to collaborate with your client's tax and legal professionals.
Underwriting Advocacy: Leveraging our underwriting acumen, we take a consultative approach to secure optimal coverage and competitive market pricing, while advocating for your clients.
Relationship Management: Creating curated partnerships focusing on what matters to you.
Compliance Information and Security: Adhering to strict information security policies, including SOC 2, we monitor and anticipate emerging risks, ensuring client privacy and data protection.
Marketplace: Providing a platform where advisors can transact, submit, and market their business for life insurance, annuities, longevity planning, and disability insurance.
Are you looking for ways to elevate your practice?
Highland partners with financial professionals to provide their clients with personalized, insurance-planning strategies. Here are ten fundamental ways we can help.
Reputation
Originally founded in 1997, Highland has a long-standing tradition of success coupled with a respected reputation for delivering the best in specialized service and support to advisors who trust us with their business.
Comprehensive Product Lines
Highland partners with financial advisors and insurance professionals, while strengthening our carrier relationships, all in an effort to deliver the four pillars of our organization – life insurance, annuities, long-term care, and disability insurance.
Dedicated Sales Teams
Serving advisors with clients across the wealth spectrum, our skilled team of specialists provides support that meets our advisors’ specific needs.
Advanced Planning
Mobilizing a team of attorneys and credentialed industry experts who specialize in case consultation, custom presentations, and the ability to collaborate with our advisor’s client’s tax and legal professionals.
Underwriting Advocacy
Leveraging our underwriting acumen, Highland takes a consultative approach to secure optimal coverage and competitive market pricing, while advocating for our advisor’s clients.
Strategic Accounts
Creating curated partnerships focusing on what matters to our advisors.
Compliance Information and Security
Adhering to strict information security policies, validated through an independent SOC 2 Type 1 report, Highland monitors and anticipates emerging risks, ensuring client privacy and data protection.
Marketplace
Providing a platform where advisors can transact, submit, and market their business for life insurance, annuities, long-term care, and disability insurance.
Continuing Education and Virtual Events
Monthly, accredited courses led by subject-matter experts on a variety of topics, along with regular special events highlighting the latest trends in the financial industry.
Insightful Content
Highland has a dedicated resource library designed to help advisors address intricate client needs confidently and uncover meaningful opportunities, while The Source by Highland – our monthly, financial digital recap delivers the latest news and trends in the industry.
Diversified Sales Teams
Serving clients across the wealth spectrum, our skilled teams provide support that meets your specific needs.
Diversified Sales Teams
Advanced Planning
Mobilizing a team of attorneys and credentialed industry experts who specialize in case consultation, custom presentations, and the ability to collaborate with your client's tax and legal professionals.
Advanced Planning
Underwriting Advocacy
Leveraging our underwriting acumen, we take a consultative approach to secure optimal coverage and competitive market pricing, while advocating for your clients.
Underwriting Advocacy
Relationship Management
Creating curated partnerships focusing on what matters to you.
Relationship Management
Compliance Information and Security
Adhering to strict information security policies, including SOC 2, we monitor and anticipate emerging risks, ensuring client privacy and data protection.
Compliance Information and Security
Marketplace
Providing a platform where advisors can transact, submit, and market their business for life insurance, annuities, longevity planning, and disability insurance.
