Lina Storm, CLU®, ChFC®, MBA

Author Archives

Matters of the Heart and Life Insurance

Did you know:

  • Cardiovascular disease is the number one cause of death in the United States, accounting for close to over 800,000 deaths per year. It is also the leading cause of death globally, accounting for more than 17 million deaths per year in 2013.
  • Heart disease is not exclusively a man’s problem: Heart disease is the number 1 killer of women as well.
  • About 92 million American adults are living with some form of cardiovascular disease or the after-effects of a stroke.

Highland’s Bob Finnegan On “Hedging Against Threats to Wealth”

Bob Finnegan, Sr. Vice President, Advanced Planning Attorney with Highland Capital Brokerage spoke to an audience of high end financial advisors at the Elite Financial Advisor Conference on January 11 hosted by Janney Montgomery Scott. Bob addressed how current planning tools that were not adversely affected by the new 2017 tax act are ideally flexible and particularly suited to help clients hedge against all the threats to wealth, not just taxes—regardless of what happens in Washington.


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