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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