Highland Capital Brokerage

Author Archives

June 2018 LTC Newsletter

LTC-Newsletter-Header-Blog

LTC in the News

The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third-party articles.


Robert W. Finnegan, J.D., CLU®, Published in Trusts & Estates Magazine

We are pleased to announce that the following article by Robert W. Finnegan, J.D., CLU®, AEP®, was recently published in the April Trusts & Estates.

Planning With Life Insurance in Uncertain Times
A holistic approach can help clients move forward


May 2018 LTC Newsletter

LTC-Newsletter-Header-Blog

LTC in the News

The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third-party articles.


April 2018 LTC Newsletter

LTC-Newsletter-Header-Blog

LTC in the News

The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third-party articles.


Robert W. Finnegan, J.D., CLU®, Published in Trusts & Estates Magazine

We are pleased to announce that the following article by Robert W. Finnegan, J.D., CLU®, was recently published by Trusts & Estates Magazine.


Keys to Dealing with Policy Loans

Regular reviews of inforce life insurance policies are essential and can uncover important planning opportunities.  While conducting a policy review, advisors may uncover an older policy that has a significant policy loan. If not addressed, these policies can become a tax time bomb.  When it comes to policy loans there are 4 available options to weigh, all of which have their own set of benefits and considerations.


March 2018 LTC Newsletter

LTC-Newsletter-Header-Blog

LTC in the News

The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third-party articles.


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