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

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

3. 40% of Americans report to have no life insurance whatsoever.

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

5. 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

6. 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

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

8. 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. 

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

10. 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.

11. 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.

12. 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.

13. 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.

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

15. 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”.

16. 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.