What does it look like for Property and Casualty Agencies to Partner with Highland? Revised 6/30/16 HCB00478.

Slides:



Advertisements
Similar presentations
CHAPTER ONE An Overview of Banks and the Financial Services Sector
Advertisements

The RAN ONE Advantage The Challenges of Owning a Business A Partnership to Grow Your Business A RAN ONE Accountant…The Right Choice About the RAN ONE Network.
Annuity Liquidity Program™ Stone Street Capital’s.
For producer information only. Not for use in sales situations. The Principal Financial Group ® Property and Casualty Initiative.
Privately Negotiated Life Insurance, Asset Protection and Client Privacy Fiduciary Wealth Consultants Serving Trusted Advisors & Private Clients 1 Privately.
Goal of This Presentation What is an Investment Bank? What are the opportunities? Learning more about the business What is an Investment Bank? What are.
Ganguly & Associates July, Ganguly & Associates We add value to your business, practically 2 Ganguly & Associates Agenda  About Us  Service Offerings.
A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company.
What’s the Difference? The “Retail” financial industry is where most of the public receives its advice and financial instruments. The “Institutional”
Certificate for Introduction to Securities & Investment (Cert.ISI) Unit 1 Lesson 44:  Industry trade and professional bodies  Investment distribution.
A v Protecting your business with holistic retirement advice Name: Title:
National Independent Marketing Organization 40 Years Supporting Brokers Specializing in Advanced Designs for Estate and Business Planning Industry competition.
Sapient Insurance Partners. Overview & Services We have almost four decades of combined experience in the property & casualty insurance and reinsurance.
Mgt Succession/Risk Mgt 1 Copyright 1999 Prentice Hall Publishing Company Management Succession and Risk Management Strategies in the Family Business.
S LIDE 1.1 The Language of Financial Markets Quiz Bowl Game Board Invest in This Potent Investments Index or Exchange Earn It Who am I? Financial Markets.
PROJECT ON PRIVATE EQUITY, VENTURE CAPITAL, CREDIT RATING AGENCY, SEBI AND RBI Presented by: Dharmil C. Gosalia PG Abhijit D. Shah PG
October 9, 2015 Confidential The Leasing Specialists CrestMount ADVISORS MAXIMIZING THE VALUE OF YOUR LEASING COMPANY NEFA FUNDING SYMPOSIUM OCTOBER 12,
Copyright © 2002 Pearson Education, Inc. Slide 12-1 Table 12.1 Financial Intermediaries in the United States.
McGraw-Hill © 2004 The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin 1.0 Introduction to Financial Management Chapter 1.
GROUP MEMBERS SIDRA ALEEM AILIA BATOOL GHAZI REHMAN ZAID HASSAN.
TPB-OT21021 (09/09) Family Wealth Prepared for Edith Jones Charles Smith 2/15/2009.
Sapient Insurance Partners. Overview & Services We have almost four decades of combined experience in the property & casualty insurance and reinsurance.
Risk Management and Insurance Finance 431 Property Casualty Insurance Marketing and Distribution.
Copyright © 2002 Pearson Education, Inc. Slide 12-1.
BUY PACKET AON (AON). THESIS Aon plc (Aon) is a global provider of risk management services, insurance and reinsurance brokerage, and human resource consulting.
45 minutes south of the Twin Cities on Interstate 35 Population approximately 25,000.
Risk Management and Insurance Marketing and Distribution.
Family Owned/Closely Held Business A Collaborative Approach To Business Development Transforming the way companies build wealth.
Professional Financial Services MCGUIRE FINANCIAL GROUP.
BRADLEY ASSOCIATES
Jeffrey Campos Is Colorado Based Media Strategist.
 iShares powered by BlackRock – the largest exchange traded fund provider and the largest asset manager in the world.  We are producing and managing.
1 BDO-I2I India-Israel Business Consulting Company Profile 1.
AmTrust Financial On Board as Diamond National Corporate Partner
Finance (basics).
The RAN ONE Advantage The Challenges of Owning a Business
Farmers Financial Stability
The Search for Asset Efficiency: How to Identify an Annuity Sale
Business Planning Update: Developing Business Insurance Opportunities with HCB Resources
International Retirement Savings Plan
Introduction to Investments
Get to know the Ladenburg IBDs
Bob Dannhauser, CFA Head, Global Private Wealth Management
CHAPTER ONE An Overview of Banks and the Financial Services Sector
GIPRO INVESTMENT Company presentation GIPRO INVESTMENT.
Corporate Overview.
Defining the IBD Opportunity Jim Gelder, CEO, HCB Trey Wall, VP, IBD Strategies, HCB Garry Shelton, Director, National Sales Desk, HCB.
Income, Guarantees or Both?
Wealth Recovery International
Portfolio Advisory Group
CrossXing Revised 6/30/16 HCB00480.
Let’s take a closer look at the value Highland brings to property and casualty agencies. Revised 6/30/16 HCB00479.
A quick Guide to Lloyd’s
What’s New in the Financial Services Industry?
What’s New in the Financial Services Industry?
Partner With SRS to Grow Your Business
Corporate Messaging Architecture by Segment
What’s New in the Financial Services Industry?
MAZARS’ CONSULTING PRACTICE Helping your Business Venture Further
Role of the PBM In a Post-Medicare Reform World
MAZARS’ CONSULTING PRACTICE Helping your Business Venture Further
MAZARS’ CONSULTING PRACTICE Helping your Business Venture Further
MAZARS’ CONSULTING PRACTICE Helping your Business Venture Further
MAZARS’ CONSULTING PRACTICE Helping your Business Venture Further
PLANNING FOR THE BUSINESS OWNER AND COMPLEX CLIENT.
MAZARS’ CONSULTING PRACTICE Helping your Business Venture Further
Chubb and Chubb Associate Program Overview
MAZARS’ CONSULTING PRACTICE Helping your Business Venture Further
THE COMMONWEALTH CHOICE
Presentation transcript:

What does it look like for Property and Casualty Agencies to Partner with Highland? Revised 6/30/16 HCB00478

Did you know… 59% of Americans do not own individual life insurance.

40% of Americans report to have no life insurance whatsoever.

There is an important need for this type of coverage and a solution. Who is helping your clients?

Life insurance is an important financial tool that can be a value-add to your client relationships. It can provide: Wealth Protection Liquidity Wealth Accumulation and Wealth Transfer

We know that there can be a lot of obstacles to starting the conversation with your clients… Some life insurance solutions and products can be complicated The process can be long and drawn out You don’t want to get too personal with your clients Your clients might be too busy with current responsibilities or You don’t want to risk the relationship by providing a service in an area you don’t specialize

Offering life insurance to your clients is easy with the right partner.

Highland Capital Brokerage is a national brokerage firm providing life insurance solutions to Property & Casualty agencies. Through our consultative approach, we enhance your existing services with turn-key marketing and sales strategies that uniquely meet the needs of your agency and your clients. 

Highland specializes across a wide range of markets including life insurance and annuities, disability, and long-term care.

Our parent company, Ladenburg-Thalmann Financial Services, has played an influential role in the financial services industry since it joined the New York Stock Exchange in 1879. Ladenburg-Thalmann entered the independent broker-dealer space in 2007 and now has over 4,000 financial advisors with approximately $125 billion in total client assets.

As part of the Ladenburg Thalmann family of companies, we are a member of a team that shares a proud history and tradition of growth and success.

At Highland, our business model is designed to bring that industry expertise to other financial professionals, like yourself, so you can stay focused on your primary discipline. Rely on us to bring you the exceptional service and products that meet your client’s risk management needs.

Highland provides turn-key marketing and sales support that guides you through the process. Leverage our local, point-of-sale support to handle the entire sale if needed. This allows your team to stay focused on the products and services that have made your agency successful.

In addition, Highland offers cross-selling sales ideas for: Commercial Lines and Group Medical Surety Bonds Personal Lines and Private Client Group

Highland strengthens your client relationships by offering insurance solutions that meet their risk management needs. Learn more about our value proposition by selecting the next presentation - “The Highland Value”.

Are you social? Be sure to connect with us online and visit our blog. We post new business enhancing sales strategies every week. Just go to highlandbrokerage.com/blog.