Advanced Markets

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Meet Advanced Planning Team Member Robert W. Finnegan, J.D., CLU®, AEP, Senior Vice President, Advanced Planning Attorney


Meet Advanced Planning Team Member, Michael J. Sapyta, CFP®, CLU®, Vice President, Advanced Planning


Non-Qualified Executive Benefits: Securing Business’s Most Valuable Assets Today

Business meeting photo

As the U.S. economy continues to improve, so too has the job market, creating greater competition for talent. Today there are 0.9 unemployed persons per job opening1, contrast that with 1.9 prior to the latest recession and 6.6 per job opening in July of 2009. The labor market is tight. As such, businesses are confronting increasing challenges to attract, reward and/or retain key personnel. If a business were to lose a key employee to death, disability, or the competition there is just not readily available talent waiting to walk through the door tomorrow. By undertaking thoughtful planning today, business owners can implement value added benefit programs to reward and retain existing key executives and, when necessary, successfully compete for new talent.

As one might expect, with the economy growing, business owners and executives are seeking out additional ways to save for their futures.

We can help!


Meet Advanced Planning Team Member Austin Jarvis, J.D., MBA, Vice President of Advanced Sales – Taxation


The Highland Advanced Planning Team

Who We Serve

First and foremost, we serve you, our independent producers, planners and representatives. In this role, we also assist your clients and their legal and tax, family office, trust, banking, investment and wealth advisors.


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.


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.


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