Highland Capital Brokerage

Author Archives

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.


February 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®, AEP®, Published in Trusts & Estates

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


January 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.


December 2017 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.


Why Understanding Health Care is Essential for Retirement Planning

As we get older, the cost of health care invariably rises. This is creating major challenges for almost every American in one way or another.


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