Supporting
your practice
Empowering you to deliver more value with less friction:
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Position you as the go-to expert for holistic financial advice.
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Increase retention and deepen client relationships.
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Expand your offering with integrated wealth and risk management.
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Save you time with seamless case design, processing, and support.
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Equip you with technology and tools to scale your practice efficiently.
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Ensure every recommendation meets fiduciary standards.
By supporting
your clients
Better outcomes through your expert guidance:
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Personalized, goal-based financial strategies.
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Protection and growth aligned under one plan.
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Confident decision-making with expert guidance.
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Seamless, professional client experience.
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Comprehensive planning for life’s uncertainties.
Expert Guidance
We provide the expertise to easily integrate life insurance and annuity strategies, making the complex understandable for both you and your clients.
Transparent Solutions
We know which insurance and annuity strategies fit and where they don’t, and will always guide you in the right direction.
End-to-End Support
Highland offers tailored end-to-end support, whether transactional business or complex cases, according to your needs to comprehensively serve you and your clients throughout the entire sales process.
Comprehensive Security
We understand the liabilities you take on daily. That’s why we invested early to become SOC 2-compliant, a differentiating level of protection for you and your clients’ data.
SOC 2 is an auditing procedure that ensures secure management of data for both organizations and clients.
Integrated risk management
At Highland, we believe integrated advice — bringing together wealth and risk management — delivers higher-quality consultation with superior value to clients.
RIA Partnership Platform
Choose how you want to be served.
Highland services the entire wealth spectrum.
Compensation
We’ll never compete for assets. Instead, we provide flexible compensation structures that grow with your firm — ensuring your rewards are always aligned with the value delivered.
We help you differentiate your firm, expand into new markets and deliver the kind of advanced planning today’s marquee clients expect.
