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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
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.
Whether you’re an RIA or an IAR, you have a fiduciary duty to act in the best interest of your clients. As such, you have a “duty of loyalty” and a “duty of care” to your clients and must always place their interests above your own. Part of this duty is to identify and either eliminate or fully disclose any conflict of interest.
With increased federal spending in response to COVID-19, there is growing concern that personal income taxes will rise over the next few years, forcing high-net-worth clients to look for tax-efficient ways to invest their money. Many will look at a Roth IRA, but there are two primary limitations to this plan: maximum income limits and the maximum contributions limits.