Highland Welcomes Hallett Financial Group & Quotacy
Ready to elevate your business?
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.
We Support:
- Business Growth and Development
- Case Management
- Holistic Marketing
- Point of Sale
- Technology
- Custom Sales Strategies
We Educate:
- Best Practices
- Blogs
- Webinars
- Events
- Continuing Education (CE)
We Listen:
Built by Advisors, for Advisors
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.
Tour the new HighlandBrokerage.com
Watch this video for a demo of our new website, then login or register for an account to access our library of resources and marketing material.
Recent Blog Posts
Reviewing your clients’ life insurance and annuities may be even more important this year than in past years. Life or health changes, economic or financial shifts, poor performing products—any or all of these may be leaving unintended and unnoticed gaps in coverage. What’s different for your clients this year?
Eligible clients may benefit from the tax advantages qualified charitable deductions may offer.
Discover alternatives to the Stretch IRA for clients who plan on passing IRA assets to beneficiaries.
Explore additional sales and marketing strategies on Highland's blog.
