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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.
We Support:
- Business Growth and Development
- Case Management
- Holistic Marketing
- Point of Sale
- Technology
- Custom Sales Strategies
We Educate:
- Best Practices
- Blogs
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- 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.
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Recent Blog Posts
When planning an early surrender or excessive withdrawal of an annuity, you and your clients must factor a market value adjustment (MVA) into the transaction. Learn the basics of MVAs in relation to the current economic environment in “The MVA Opportunity and Landmine.”
Continuing education (CE) should do more than just fulfill a requirement. It should help grow your skills and increase your revenue. Highland’s Consolidated Educational Services (CES) courses do just that. CES, an approved provider of continuing insurance education in 49 states, as well as a national provider of continuing education for the CLU®, CFP®, and CPA designations, produces courses that are thoughtfully developed, engaging, and relevant. Taught by experienced professionals, each class focuses on real-world applications and provide actionable marketing resources to each participant post-course to help take your business to the next level.
In celebration of Long-Term Care (LTC) Awareness Month, we’ve collected some of our most helpful resources to open the LTC conversation with clients. These robust sales supports not only offer insight into LTC planning but provide ready-to-share communications to help clients understand the importance of LTC planning and the financial protection it offers.
Explore additional sales and marketing strategies on Highland's blog.
