Highland Capital Brokerage

Author Archives

Are You Hanging on to Too Much Cash?

Saving for a comfortable retirement may be the most important investment anyone makes throughout their lives.

Can Your Company Benefit from Social Media Advertising?

Practically everyone uses the Internet, but many businesses fail to harness the Web’s power for advertising. A website isn’t enough in the modern era; you need to drive traffic to your site and connect with individuals who view your organization’s profile on social media platforms.

June 2017 LTC Newsletter


LTC in the News

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

Establish a Strong Online Presence that Educates

Client education is a crucial part of a financial professional’s job, and is necessary for long-lasting relationships with consumers. Historically, in-person meetings and the occasional phone call formed the backbone of the relationship between clients and producers, but that’s no longer the case.

High Net Worth Clients Should Investigate Premium Financing

Financial professionals may find that some high net worth clients do not purchase as much life insurance as they should because the clients fear taking liquid assets out of other investments that lead larger short-term yields. This can be frustrating for financial professionals who want to help their clients meet legacy planning needs.

7 LinkedIn Profile Essentials for Producers

We often hear that producers don’t have time to leverage LinkedIn or any social media platform for that matter in their practice. Time spent on social media is inevitably time lost when you could be checking off the to-do list or in front of a client, right?

Roth IRA Conversion

Traditional IRAs may be converted to Roth type funds to the advantage of certain account holders.

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