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Life Insurance

We are your trusted partner.

Highland Capital Brokerage is committed to elevating your life insurance business. We take the time to understand your objectives and offer personalized consultation and support to help you meet each client's unique financial goals.


Who We Serve

We pride ourselves on the long-term, client-focused relationships we have with our partners:

  • Independent financial advisors
  • Insurance agents
  • Multi-line agencies (property and casualty/benefit)
  • Accountants
  • Family offices and regional wealth management firms
  • Bank trust departments
  • National financial institutions
  • Registered Investment Advisors (RIAs)

How We Serve

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Business Development

  • Advanced planning support
  • Training on sales concepts
  • Review of book of business and identify opportunities
  • Consolidated, shared back-office services
  • Specialized training and marketing materials
  • Access to industry-leading technology platforms
  • 24/7 access to industry and sales resources
  • Proprietary programs (EasyLife, Life Concepts, etc.)
  • Weekly consolidated carrier reports



  • Multi-carrier illustrations
  • Solution-driven case design
  • Carrier and product-neutral recommendations
  • Creative case design
  • Licensing/appointment assistance
  • In-force illustration support
  • Ability to private-label presentations


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  • Client meeting involvement
  • Coordination with other advisors
  • Application assistance
  • Assistance in closing sale



  • Professional case management
  • Effective underwriting advocacy
  • Regular communication of case status
  • Policy quality control oversight
  • Delivery requirements management
  • Commissions management
  • Customized reporting (pending and paid)
  • 24/7 pending case requirements


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Our Focus

Whether a business, a trust, or an individual, we work with you to comprehensively address how life insurance can help fulfill your client’s financial objectives:

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Wealth Protection

  • Income replacement
  • Disability insurance
  • Longevity planning
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Wealth Accumulation

  • Tax-diversified retirement strategies
  • Non-qualified executive compensation
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  • Estate tax funding
  • Key person insurance
  • Funding buy-sell arrangements
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Wealth Transfer

  • Annuity maximization
  • Qualified plan optimization
  • Charitable giving strategies
  • Life insurance as an asset class

Highland is your trusted life insurance partner.

Contact us today to learn more:  (855) HCB-4YOU or (855) 422-4968.

Contact us