Michael Sapyta serves as Vice President, Advanced Planning as an expert resource for Highland Capital Brokerage producers on customized wealth transfer solutions – from advanced plan design to implementation of sales concepts with integrated life insurance solutions.
Michael works closely with financial professionals and Highland Vice Presidents to develop insurance-based planning solutions for estate liquidity, supplemental income, business succession, disability, and long-term care. Michael’s responsibilities also include proactively communicating advanced sales ideas and concepts to producers to educate, inform and provide analysis. Prior to joining Highland, Michael gained valuable experience in the qualified retirement plans and executive benefits market with The Summit Group.
Michael is committed to personal and professional development. He received a Bachelor of Science in Finance with a minor in Economics from Bloomsburg University of Pennsylvania. Michael holds a Certified Financial Planning® (CFP) and a Chartered Life Underwriter® (CLU) designation as well as a Series 7 (General Securities Representative), a Series 66 (Uniform Combined State Law), and Life and Health Licenses.
Michael is a member of many national industry organizations: The Association for Advanced Life Underwriting (AALU), The Philadelphia Estate Planning Council, and The Financial Planning Association.
Registered representatives offer securities through Securities America, Inc., member FINRA/SIPC. Financial advisors offer advisory services through Securities America Advisors, Inc. Highland and Securities America are separate entities.