Custom Sales Strategies

Highland’s targeted sales strategies help elevate your business by comprehensively addressing each of your clients’ unique financial situations, challenges, and goals.

• Ultra-high-net-worth planning
• Estate planning and wealth transfer
• Business succession, valuation, and buy-sell strategies
• Executive benefit planning
• Non-qualified deferred compensation planning
• Executive retention planning
• Key person strategies
• Charitable and philanthropic planning
• Income planning, income for life, and income laddering
• Asset protection, accumulation, and retention
• Bond alternative strategies
• Premium funding strategies: split-dollar, private, and commercial financing
• Life settlements
• Foreign national, offshore, or transnational strategies
• Long-term care and disability planning
• Pension maximization and termination
• Annuity maximization
• Longevity insurance