Highland Capital Brokerage

Highland Capital Brokerage

We’re an IDC that stands above the rest when it comes to delivering highly beneficial conservative products, partnering with trusted household names (e.g., Nationwide, J.P. Morgan, and Merrill Lynch to name a few), and offering top-tier support to rising producers such as yourself.

Our firm is a trusted partner to Western International Securities, and we would love the opportunity to show you why we’re the fastest growing IDC in the industry.

We know your clients are looking for less risk and safer alternatives, guaranteed incomes for life, safe money accumulation and principal protection, tax-free strategies, and long-term care safety nets. We offer those solutions, and we’d love to help you provide them.

Simply put, we can help you deliver better results. We’ll show you how to …

  • • Create a reliable income and reduce portfolio risk at once
  • • Protect your client’s principal and future legacy
  • • Provide tax-free strategies and multi-generational planning

If those sound like the right solutions for your clients, we’re going to be a perfect match. In addition to what we can help you do for them, we’re here to help you too. Top-producing advisors choose us for good reason!

Here is just a sample of what we offer:

  • • Proprietary marketing programs with proven results (such as, 625% increased reach through digital marketing and workshop training that closes an average of 67% of attendees)
  • • Streamlined application processing and encrypted case submission
  • • 24/7 Access to quotes, applications, and carriers
  • • A vast array of business development tools and resources

And that’s just the tip of the iceberg when it comes to what we can do for your practice’s growth. Give us a call and let us customize the perfect solutions for your business.

Visit: https://www.highlandbrokerage.com

INSURANCE Quick Links

Highland Capital Brokerage

 

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Producer's Choice Network

 

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CONTACT INFO
  • Bond Support: 866.746.7075
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Trading

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Fidelity:

2020 Fidelity Tax Information

Pershing:

2020 Pershing Tax Information

Wedbush:

2020 Wedbush Tax Statement Mailing Dates:

  • 1099R - February 1, 2021
  • 1099R Consolidated - February 8-16, 2021
  • 480.6 (PR) - March 1, 2021
  • 1042-S - March 16, 2021
  • 5498 - May 31, 2021

WIS:

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WHO IS AML?

Isela Ortega-Wu, CAMS

Courtney Valek, CFE, CAMS

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