Advanced Planning
At Highland, our Advanced Planning team mobilizes a group of attorneys and credentialed industry experts who specialize in case consultation, custom presentations, and the ability to collaborate with your client's tax and legal professionals.
Our specific strategies
Among the strategies we can help with include:
-
Estate Planning
-
Premium Funding
-
Installment Note Sales
-
Intra-Family Loans
-
Business Planning
-
Non-Qualified Executive Benefit Plans
-
Charitable Planning
-
Policy Review
-
Foreign National Insurance Planning
Who we serve
First and foremost, we serve our independent producers, planners, and representatives. In this role, we also assist their clients and their legal and tax, family office, trust, banking, investment, and wealth advisors.
Who we are
A team of professionals with outstanding educational and professional credentials with strong backgrounds in estate, business, charitable, and life insurance planning. We stay current with the latest tax and legislative developments to keep you informed of the issues that affect your clients and your practice.
We especially pride ourselves on our creative hands-on approach to sophisticated custom case design, one that integrates insurance and non-insurance planning strategies to give you the leading edge. Our experience and our expertise can help differentiate you and your practice.
How we can assist you
We distill the technical to find effective strategies by providing: