About Us
Highland Advisors – Annuity & IUL Division helps individuals and businesses build long‑term financial security through strategic annuity and Indexed Universal Life (IUL) solutions. We focus on protection, tax‑advantaged growth, and guaranteed income strategies designed to support retirement confidence and legacy planning.
Our advisors take an education‑first, client‑centered approach—simplifying complex financial products and tailoring solutions to each client’s goals. Whether you're planning for retirement income, seeking market‑linked growth with downside protection, or building a tax‑efficient legacy, we provide clarity, transparency, and trusted guidance every step of the way.
Secure income. Smart growth. Purposeful protection.
The products and services we offer
Products & Services
Recommendations Given (5)
"Todd Bird of Next Level Claims Consulting LLC in Punta Gorda, Florida is an exceptional resource..."
Read more
"Todd Bird of Next Level Claims Consulting LLC in Punta Gorda, Florida is an exceptional resource for anyone needing expert support with physical structures, whether personally owned or part of a small business operation. His team brings deep experience in insurance adjusting, construction consulting, and structural assessments, making them a trusted partner for clients facing damage, repairs, or complex claim situations.
Next Level Claims Consulting provides reliable guidance on both building structures and contents, ensuring that homeowners and business owners receive accurate evaluations and fair representation throughout the claims process. Todd’s professionalism, responsiveness, and industry knowledge make his firm a strong choice for anyone seeking clarity, advocacy, and high‑quality expertise when dealing with property‑related insurance matters.
Highland Risk Advisors confidently recommends Todd Bird and Next Level Claims Consulting LLC as a top‑tier resource for structural evaluations, claims support, and construction‑related consulting needs."
"Yessica is a great help with people that are in need of ACA and Medicaid and Medicare benefits in..."
Read more
"Yessica is a great help with people that are in need of ACA and Medicaid and Medicare benefits in Illinois. She has years of knowledge and can speak fluent Spanish. "