SDA Wealth Strategies Partners with Highland to Deliver Client-Focused Life Insurance Site

September 2022 — SDA Wealth Strategies has announced its partnership with Highland Capital Brokerage, Inc., in launching EasyLife enhanced, a client-focused site that allows for self-paced online education and quoting while still working with a trusted advisor.

“We are extremely excited to be partnering with Highland to offer this innovative opportunity for our clients to learn about life insurance in a stress-free, convenient, and completely digital environment,” said Scott Coopersmith, CEO, SDA Wealth Strategies. “It will give our clients greater ownership of the life insurance conversation as well as the solutions available to meet those needs.

EasyLife enhanced provides a step-by-step process that lets clients learn about the benefits of life insurance. Then, if they choose, clients can employ online tools to determine their estimated level of coverage and request custom term quotes from top carriers at their own pace and with no sales pressure.


“EasyLife enhanced was built with the client in mind. It supplies an end-to-end digital experience to not only help educate clients on the benefits of term life insurance, but it also allows clients to determine how much coverage they may need through digital tools such as a personal needs analysis and e-health analyzer,” stated Greg Zahn, Vice President, Digital Strategies, Highland Capital Brokerage. “Clients can then compare quotes of different solutions that meet their parameters—anonymously, on any device, at any time of day.”

For more information, contact Scott Coopersmith at 845-414-8780 or visit www.sdawealthstrategies.com and visit the life insurance section.



About Highland Capital Brokerage


Highland Capital Brokerage is a national life insurance and annuity distribution company providing point-of-sale support, advanced marketing, and creative estate and business planning techniques to financial advisors and insurance professionals. Highland delivers these services in an efficient, client-focused environment that extends to carrier and product expertise, underwriting negotiation, and complete back-office processing. Its core competencies include life insurance, annuities, disability insurance, and longevity planning. Highland delivers objective access to major insurance carriers, advanced planning support, expertise in risk underwriting, and back-office processing to insurance brokers, financial planners, and various institutions such as banks, wirehouses, and certified public accountant firms. To learn more about Highland Capital Brokerage, visit www.highlandbrokerage.com. Securities by Licensed Individuals Offered Through Securities America, Inc. A Registered Broker/Dealer, Member FINRA, SIPC.


SDA Wealth Strategies, Highland Capital Brokerage, Inc. and Securities America Inc. are unaffiliated entities.



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