Entries by Muse

Join us for a special event in Boston

Join us for a special private networking event with insurance industry professionals. DATE Wednesday, May 22, 2019 TIME 4:00 – 7:00 pm LOCATION Boston College Club 100 Federal St., 36th Floor Boston, MA 02110 HOSTED BY Greg Mack Jennifer Tierney Connelly Mike Sorensen Anne Marie Sacco-Noreck Limited spots available.

March 2019 LTC Newsletter

LTC in the News The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third party articles. forbes.com – Seniors’ Health Costs May Be Moderating But The Need For Long-Term Care May Be Growing thinkadvisor.com – Here’s What the Cheapest LTC […]

The Power of Leveraging Prior Gifts

  Sometimes strategies can be so simple and basic, yet powerful.  For instance, leveraging prior gifts can go a long way in helping families plan for legacies and liquidity for their estate planning needs. That is, clients who have taken advantage of making gifts to a trust in the past have an opportunity to leverage […]

Announcing Strategic Relationship with The W Source™

Ladenburg’s Highland Capital Brokerage Subsidiary Announces Strategic Relationship with The W Source™ to Facilitate Additional Growth Opportunities for Female Financial Advisors Alliance Between W Source and Highland’s Constellation and Muse Platforms Seeks to Provide New Avenues for Women in the Independent Financial Advice Industry to Grow and Strengthen their Practices Birmingham, Ala. — Mar. 8, […]

An LLC Buy-Sell? Powerful Simplicity

Psst. There’s a little-known buy-sell strategy that avoids many of the pitfalls of traditional arrangements.1 The LLC buy-sell combines the benefits of a cross purchase buy-sell and an entity buy-sell while eliminating many of the challenges business owners and their advisors typically face. The owners of a successful business should plan for the transfer of […]

February 2019 LTC Newsletter

LTC in the News The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third-party articles. iltciconf.org – Discover the Possibilities: 19th Annual ILTCI Conference – March 24-27 thinkadvisor.com – People Still Need a Way to Pay for Long-Term […]

Ladenburg’s Highland Capital Brokerage Subsidiary Announces That Independent Financial Advisory Group Oak & Stone Capital Advisors Has Joined Its Recently-Launched Constellation Platform

BIRMINGHAM, Ala., Feb. 14, 2019 /PRNewswire/ — Highland Capital Brokerage (“Highland”), a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK) (“Ladenburg”), announced today that Oak & Stone Capital Advisors (“Oak & Stone”), an independent financial advisory team overseeing approximately $150 million in client assets, has joined Highland’s Constellation platform, which will provide turnkey support […]

Disability Insurance Isn’t Just For Catastrophic Events

The Council for Disability Awareness says about 90 percent of disabilities are caused by illnesses, whether suffered over a short or long period of time. With May marking the annual Disability Insurance Awareness Month, American consumers are urged to be more realistic in their thoughts about the future and their risks of becoming disabled for […]

Financial Planning Mistakes Could Counteract Your Efforts

Being on the ball in regards to financial and retirement planning is key, but there are some mistakes that investors could make that could nullify those good intentions. Starting financial and retirement plans isn’t enough – consumers have to regularly pay attention to and update these plans to ensure they are optimizing the benefits.