September is Life Insurance Awareness Month!
Time to review your clients’ life insurance coverage.
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All financial services distribution companies are not created equal. Highland Capital Brokerage offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.
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Highland Capital Brokerage was founded by a group of successful independent advisors whose goal was to help other advisors succeed through deep, unique financial services expertise and counsel to their clients. That founding principle lives on through our mission to be your most trusted, planning partner.
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Recent Blog Posts
There’s no more appropriate time than Life Insurance Awareness Month to ensure your clients’ life insurance policies are living up to expectations.
Highland Capital Brokerage takes the protection of your and your client’s data very seriously. Our organization deliberately promotes a culture of cybersecurity and cyber readiness to manage risk and safeguard data. We are one of the only financial distribution companies that has made a significant investment to become SOC 2 compliant, and continually test and update our cybersecurity capabilities to effectively prevent and combat attacks.
The current macroeconomic environment may be causing your clients to take a wait-and-see approach to financial planning.