The Highland Advantage
A message from our President
Welcome to Highland, we’re a professional services organization that focuses on the entire wealth spectrum. But what really sets us apart from others is our dedication to specialization. Basically, if you have a problem – we have a solve for you.
We’re experts that understand product trends and the impact of economic factors on a client’s allocation strategy. Here, we invest heavily in our support teams, while providing best-in-class case management.
My promise to you, at Highland you will always be seen. We’re proud of who we are and what we’ve accomplished – and we want to earn the opportunity to elevate your practice. Let’s get started.
Teague E. Wright, President
What Matters Most
At Highland, we provide:
Proprietary and industry-leading technology to assist in recommending best-interest products.
Leading-edge marketing tools and sales platforms offering strategies such as time-segmented allocation models.
Information technology and security – our top priority.
Information technology and security – our top priority.
Leading-edge marketing tools and sales platforms offering strategies such as time-segmented allocation models.
Proprietary and industry-leading technology to assist in recommending best-interest products.
Our Strategic Relationships
Highland works with insurance-only advisors and integrates our extensive product offerings with independent producers, IBDs, RIAs, and banks alike.
Choose how you want to be served.
Highland services the entire wealth spectrum.
OUR ADVISORS SAY IT BEST
“Our case size has dramatically increased, and...a lot of that is due to Highland's Advanced Planning team, being able to work side-by-side with them. It just helps us be more competitive in the market.”
— Jeff Wetta
Managing Partner & Wealth Advisor
OUR ADVISORS SAY IT BEST
“My Highland VP has profoundly helped me navigate issues with back offices, clients, their families, and tax and legal professionals. Highland Capital is absolutely my first go-to for our wealth management practice insurance needs!”
— Lisa McGrath, CFP®
Financial Advisor
OUR ADVISORS SAY IT BEST
"Your underwriting department truly is excellent. I recently had a case where a prospect told me he would buy life insurance, but was convinced he wouldn’t qualify. I told him, ‘You never know until you apply,’ and he agreed to move forward.
“As we completed the prequalification questionnaire, he disclosed one preexisting condition after another. By the time we finished, I honestly thought he might be right about not qualifying. However, about two weeks later, I heard back from the underwriting team that they would consider the risk at a Table B. We submitted the case, and to both the clients’ and my surprise, it was approved at a Table C. Even though the policy was rated one table higher than initially expected, the client accepted the policy without hesitation.
“It was a great outcome and an excellent job by everyone on your underwriting team."
— Frank Ramos
Financial Advisor
“My Highland VP has profoundly helped me navigate issues with back offices, clients, their families, and tax and legal professionals. Highland Capital is absolutely my first go-to for our wealth management practice insurance needs!”
— Lisa McGrath, CFP®
Financial Advisor
“Our case size has dramatically increased, and...a lot of that is due to Highland's Advanced Planning team, being able to work side-by-side with them. It just helps us be more competitive in the market.”
— Jeff Wetta
Managing Partner & Wealth Advisor
“The folks at Highland are responsive, knowledgeable, and make working together a pleasure. Being part of Highland reminds me of the days when I was a ‘career company’ agent. You get advanced sales attorneys, marketing ideas and materials, in-person and online meetings, access to underwriters, competitive commissions, and the camaraderie of your peers – and yet, you have access to just about every company in the business and not just one. It’s a great business model as it gives you the best of everything!”
— Robin Weinberger
Financial Advisor
"Your underwriting department truly is excellent. I recently had a case where a prospect told me he would buy life insurance, but was convinced he wouldn’t qualify. I told him, ‘You never know until you apply,’ and he agreed to move forward.
“As we completed the prequalification questionnaire, he disclosed one preexisting condition after another. By the time we finished, I honestly thought he might be right about not qualifying. However, about two weeks later, I heard back from the underwriting team that they would consider the risk at a Table B. We submitted the case, and to both the clients’ and my surprise, it was approved at a Table C. Even though the policy was rated one table higher than initially expected, the client accepted the policy without hesitation.
“It was a great outcome and an excellent job by everyone on your underwriting team."
— Frank Ramos
Financial Advisor