Business Continuity

COVID-19 Response & Resources

 

HCB Continuity Updates | Industry Continuity Updates | Continuity Best Practices
Contact us:  (855) HCB-4YOU or (855) 422-4968

How to Run Lead-Generating Webinars

How to Run Lead Generating Webinars Header

As we all adapt to our new normal, many of the ways that we attract and convert prospective clients—such as educational workshops, seminar dinners, or face-to-face meetings—are suddenly off the table.

But social distancing doesn’t mean you have no way to engage potential clients. In fact, getting in front of prospects now via well-run webinars is key to moving your business forward.

“4 Steps to a Lead-Generating Webinar” and our companion “How to Run a Webinar: Getting Started Guide” provides everything you need to transition your practice from in-person settings to digital outreach.

These resources lay out how to create a successful webinar and walk you through the process:

  • organizing a presentation that engages and converts
  • selecting the best webinar equipment and tools
  • writing promotional scripts
  • laying out a seven-day action plan

Social distancing doesn’t have to put your practice on hold. Respond by adapting and adjusting how you reach prospective business. Click on the above links to start planning your next lead-generating approach today.


When Work and Home Collide

When Work and Home Collide header photo

Working from home presents challenges in and of itself. Add younger children to the mix, and you may see your productivity taxed. Here are some tips to keep family harmony and still get some work done.

  1. Set expectations. This is the most important thing you can do. Remind children of what is expected while you’re working. “When I’m on the phone, please don’t interrupt. I’ll help you when I’m done with my call.” Of course, setting expectations doesn’t always mean they will be met, but it’s a good first step in setting boundaries.
  2. Provide activities. It’s good to provide younger children with age-appropriate activities or programs immediately before a meeting to keep their attention. Some ideas include:
     


Reaching out Despite the Distance

Reaching Out Despite the Distance header

Now more than ever is a time to reach out to clients, relaying your concern for their well-being and reassuring them of your commitment to helping them reach their respective financial objectives. The elimination of in-person meetings in the near-term may make that harder, but not unmanageable.

Despite social distancing and shelter-in-place orders, you can still have meaningful conversations with clients. Whether over the phone or through video conferencing platforms, you can provide clients a sense of security and control in such unprecedented uncertainty.

In fact, this may be a perfect time for you and your clients to set up a virtual policy review meeting, as many of your clients will have both the time and inclination, given the volatile environment.


The CARES Act and Its Implications

The CARES Act
Within three months of the passage of SECURE Act—a law intended to provide more opportunities for Americans to save for retirement—the federal government passed another historic piece of legislation that essentially does the opposite.

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act, a historic $2 trillion dollar emergency fiscal stimulus package and the third piece of major legislation passed since the coronavirus outbreak began.

The CARES Act is sweeping in scope. Here a few of the most important provisions as they pertain to individuals.


Social Distancing, Checklists, and EasyLife

EasyLife Social Distancing

In the last few weeks, COVID-19 has caused a massive change to our country’s way of life. Not only have the financial markets been in constant flux, but everyday routines are turned on their heads.

As America gets used to this new (hopefully short-term) norm, it’s easy to get distracted and caught up in the daily news. As a born-and-raised Floridian, we’re used to this type of deafening distraction. Every year, hurricane season brings the threat of mother nature and we’re glued to our favorite news source to see the most recent storm path. It’s a constant distraction for a few days, but as the cone of uncertainty moves and the storm passes, we get back to normal. Although this uncertainty will last longer and affect more people, there are similarities.


A Letter from Highland’s CEO

These are unprecedented times. Almost daily, our society is dealing with new disruptions and unanticipated challenges. But in spite of this unsettled and anxious environment, there is a silver lining. As a society, we are working together to protect and support those who need it most. It’s a commitment that we in the industry make every day to our clients.


HCB COVID-19 Updates

We’re Open for Business and Here to Help!

HCB is continuing operations but has established a Work from Home requirement for all nonessential staff. All our operational and sales resources are available and able to provide you the services you have come to expect from Highland Capital Brokerage.

EFT/Wire Transfers Recommended for Premium Payments

Due to reduced and/or intermittent staffing in the local offices of Highland Capital Brokerage, we strongly recommend using EFT/Wire transfer when possible for premium payment at this time. Please coordinate with your HCB Case Manager on this interim process or alternate premium payment options if this is not viable.

Sign up for ACH Commissions

Automated Clearing House (ACH) is an easy and efficient way to receive commission payments. We recommend agents sign up for ACH commissions to alleviate the issues associated with manual handling during this time. Direct deposit will be transferred to your bank within 2-5 business days. Click here for more information.

New Business

Please scan or email all applications to newbusiness@highland.com. Send any additional requirements to your Case Manager via email. This will allow us to handle your cases as quickly and efficiently as possible.

E-Applications

E-Applications can provide a way to transact business – click to learn more about HCB’s EasyLife.

HCB Operational Service Level Agreements (SLAs)

Click here for Highland’s SLAs, which are being monitored and updated based on the impacts COVID-19 is having on our business. Highland continues to monitor the influence on our ability to execute our pledge to our customers, with almost all of its workforce working remotely. Necessary adjustments have and will continue to be made to the SLAs to ensure that where there is bearing, it is communicated and deliverables are updated accordingly.


Conducting Business Virtually

How to Stay Connected While Social Distancing

As social interaction is restricted over the coming weeks, we must rethink how we conduct business. Face-to-face meetings are no longer an option, yet clients still want to be reassured of your commitment to them and their financial objectives, particularly during such uncertainty.

Thankfully, meaningful and thorough business can be carried out remotely through virtual meeting platforms. Although the basic framework of in-person and online meetings are the same, there are distinct preparations you should make prior to setting a virtual appointment.