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Advanced Planning

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Who We Serve

Our team understand that some cases need advanced, tailored planning strategies to achieve success. That’s why we assist agents, advisors, and other financial planning representatives in finding sophisticated solutions to clients’ unique financial situations, working with their legal, tax, family office, and wealth advisors for a comprehensive and informed approach toward case design.  

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How We Serve

Our deep, collective expertise allows a holistic, sophisticated approach toward:

  • Ultra-high-net-worth (UHNW) planning
  • Premium funding strategies
  • Estate/wealth planning
  • Business succession planning
  • Specialty markets
  • Foreign Nationals
  • Charitable planning
  • Special needs planning
  • Private placement life insurance solutions

We distill the technical into actionable solutions by providing:

  • Case design and consultation
  • Carrier-agnostic product design and selection
  • Our proprietary fact finder tools for delineation of client assets and goals
  • Life Concepts, Highland’s proprietary presentation system to customize and illustrate sales strategies for your clients
  • Access to our PACE (Policy Review Comparative Evaluation) platform
  • Partnership with SWAT Underwriting for large, complex cases
  • Training and continuing education
  • Full suite of marketing materials and resources
  • Tax, legal, and legislative updates and thought leadership articles
  • Advanced case design support

Who We Are

Our Advanced Planning team holds outstanding educational and professional credentials with strong backgrounds in estate, business, charitable, and life insurance planning. We pride ourselves on our distinct strengths in and creative hands-on approach to sophisticated, custom case design. For an overview of the entire team, including our areas of planning expertise, please download our Advanced Planning Team Flyer

Bob Finnegan

Robert W. Finnegan, J.D., CLU®, AEP®

Senior Vice President, Advanced Planning Attorney

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Austin Jarvis

Austin Jarvis, J.D., MBA

Vice President, Advanced Planning – Taxation

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Maurice Sturm

Maurice Sturm, J.D.

Vice President, Marketing & Advanced Planning

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Tom Ellefsen

Tom Ellefsen, CLU®, ChFC®

Director, Advanced Case Design

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Alicia Olivas

Alicia Olivas

Product Analysis Specialist

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Ready to learn more?

Contact us today.