Lee Heidgerken, MBA, CLU®, is an Assistant Vice President at Highland Capital Brokerage focused on Disability Insurance. At Highland Capital Brokerage, financial advisors and independent agents come to Lee to get advice on what long-term disability product is right for their clients and/or multi-life policies for companies. Lee enjoys working with these advisors and agents to ensure their clients get connected to the right products and/or policies.
Alongside 25 years of experience working both for, and with, insurance carriers and brokerages, Lee has a thorough education in finance and underwriting. Completing his Bachelor of Science degree in Finance, Lee continued on to get his MBA in Finance from the University of St. Thomas, during which he began his career in working with Disability Insurance and Long-Term Care products. In 2015, he continued his education, getting his CLU® from The American College of Financial Services.
Lee has served as a subject matter expert for Disability Insurance and Long-Term Care/ Longevity products since 2003 and has worked in the life insurance industry for 13 years. Prior to his role at Hallett Financial Group, now Highland Capital Brokerage, Lee acted as the Director of Brokerage & Sales at Secura Consultants.
You can find Lee on LinkedIn.